--- title: "Connect Docupilot and Sirv - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Add Tags to File\" in Sirv, or \"New File\" in Sirv to \"Create Envelope\" in Docupilot." canonical: "https://apiant.ai/connect/docupilot-to-sirv" --- # Connect Docupilot and Sirv When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv to **Create Envelope** in Docupilot. Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Sirv **2** triggers Sirv **32** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docupilot and Sirv to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Docupilot and Sirv can do together ### From Docupilot to Sirv - When **Envelope Completed** in Docupilot then **Add Tags to File** in Sirv - When **New Envelope** in Docupilot then **Upload File** in Sirv ### From Sirv to Docupilot - When **New File** in Sirv then **Create Envelope** in Docupilot - When **New Tagged File** in Sirv then **Create Envelope Recipient** in Docupilot Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Docupilot and Sirv ## Triggers and actions 4 triggers · 66 actions - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. - Trigger **New File** Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions. - Trigger **New Tagged File** Triggered when a new file carrying the chosen tag appears in your Sirv account. - Action **Add Advanced Watermark** Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose. - Action **Add Canvas or Border** Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched. - Action **Add Tags to File** Adds meta tags to a file in your Sirv account. - Action **Apply Color Effects** Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched. - Action **Convert Spin to Video** Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created. - Action **Convert Video to Spin** Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created. - Action **Copy File** Copies a file in your Sirv account to another path, leaving the original in place. - Action **Create Folder** Creates an empty folder in your Sirv account at the path you give. - Action **Create Thumbnail** Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images. - Action **Delete File** Deletes a file, or an empty folder, from your Sirv account. - Action **Delete file tags** Removes one or more tags from a file in your Sirv account. - Action **Download File** Downloads a file from your Sirv account and returns its contents. - Action **Fetch File From URL** Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded. - Action **Find File** Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files. - Action **Get API Limits** Returns your Sirv API rate limits and how much of each you have used. - Action **Get batch delete job** Returns the progress and results of a batch delete job you started earlier. - Action **Get CDN URL** Returns the public web address of a file in your Sirv account. - Action **Get File Info** Returns the details Sirv holds on one file — its type, size, dates and image information. - Action **Get File Metadata** Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it. - Action **Get File Tags** Returns the tags attached to a file in your Sirv account. - Action **Get product metadata** Returns the product information stored on a file in your Sirv account. - Action **Get Storage Info** Returns how much storage your Sirv account is using and how much it is allowed. - Action **Get Usage Report** Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day. - Action **Get ZIP Job** Returns the progress and results of a zip job, including the archive it produced. - Action **List Folder Contents** Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed. - Action **Make API Call** Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you. - Action **Rename or Move File** Renames a file or folder, or moves it to another folder, by giving its new path. - Action **Set File Metadata** Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is. - Action **Set Product Metadata** Attaches product details — code, name, brand and categories — to a file in your Sirv account. - Action **Update account** Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are. - Action **Upload File** Uploads a file to your Sirv account from a web address. - Action **Zip Files** Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready. ## Each app on its own - [ **Docupilot** Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data...](https://apiant.ai/connections/docupilot) - [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv) Reviews ## What our customers say ## More from Docupilot - [ **Docupilot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Docupilot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Docupilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/docupilot-to-stripe) - [ **Docupilot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/docupilot-to-shopify) ## More into Sirv - [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv) - [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv) - [ **Google Sheets to Sirv** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sirv) - [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv) - [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv) - [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv) Questions ## Docupilot and Sirv, answered ### ### What can start an automation from Docupilot? Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sirv when something happens in Docupilot? Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sirv to Docupilot? Yes. When something happens in Sirv, your agent can act in Docupilot too. This page covers both directions: Sirv's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Sirv? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Docupilot and Sirv without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.