Integration
Connect Docupilot to Spektrix
When Envelope Completed fires in Docupilot, your agent runs Basket: Add a Customer in Spektrix. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Docupilot and Spektrix to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Docupilot can start in Spektrix
When Envelope Completed in Docupilot
then Basket: Add a Customer in Spektrix
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 Spektrix
Triggers and actions 2 triggers · 56 actions
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- 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.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
- Basket: Add a Customer
Attaches a customer to an existing basket, optionally applying a promo code at the same time. Returns the updated basket.
- Basket: Add a Donation
Adds a donation to a fund in an existing Spektrix basket and returns the donations added.
- Basket: Add a Merchandise Delivery Method
Sets the merchandise delivery method (and optional delivery address) on a Spektrix basket and returns the updated basket.
- Basket: Add a Ticket Delivery Method
Sets how the tickets in a basket will be delivered (post, collect at box office, print at home or agent), with an optional postal address.
- Basket: Add Membership(s)
Adds a membership to an existing Spektrix basket and returns the membership items now in the basket.
- Basket: Add Merchandise Item(s)
Adds one or more merchandise items to a Spektrix basket and returns the items now in it.
- Basket: Add Payment Type
Adds a custom payment of a chosen payment type and amount to a basket, returning the basket's custom payments.
- Basket: Add Ticket(s) (Best Available)
Adds the best available seats for an event instance with a reserved seating plan to a basket, and returns the tickets added.
- Basket: Add Ticket Subscription(s)
Adds a ticket subscription (at a chosen pricing set and quantity) to a Spektrix basket.
- Basket: Add Ticket(s) (Unreserved Seating Plan)
Adds one or more tickets for an unreserved (general admission) area of an event instance to a basket.
- Basket: Confirm a Basket
Confirms a basket, turning it into a completed order. For system owners this only works for zero-value orders.
- Basket: Create a New Basket
Creates a new, empty Spektrix basket, optionally attaching a customer, promo code and delivery methods. Returns the basket and its id for use in later basket steps.
- Basket: Override a Ticket Price
Overrides the price of a specific ticket in a Spektrix basket and returns the updated ticket.
- Customer: Add Tag(s)
Adds a tag to a Spektrix customer's record.
- Customer: Create a New Customer
Creates a new customer record in Spektrix and returns the created customer.
- Customer: Find by Email Address
Finds a Spektrix customer record by its email address and returns the customer's details, including custom attributes.
- Customer: Find by Spektrix Customer ID
Returns a Spektrix customer record by its Spektrix customer ID.
- Customer: Remove a Tag
Removes a specific tag from a Spektrix customer's record.
- Customer: Update Attribute(s)
Updates one or more custom attributes on an existing Spektrix customer record.
- Customer: Update Information (Including Attributes)
Updates a Spektrix customer's contact details (name, email, phone, title, birth date, Gift Aid) and any custom attributes. Only the fields you fill in are changed.
- Event: Find by Name
Finds events whose name matches the one you give, optionally narrowed by performance dates, sales channel and on-sale status.
- Instance: Find by Event
Returns the performances (instances) of a Spektrix event, optionally limited to a date range and sales channel.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Docupilot and Spektrix, 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 Spektrix when something happens in Docupilot?
Any of Spektrix's 22 actions, including Basket: Add a Customer, Basket: Add a Donation, Basket: Add a Merchandise Delivery Method and Basket: Add a Ticket Delivery Method. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spektrix to Docupilot?
Spektrix has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Spektrix's API documentation and adds it.
Do I have to build a connector for Docupilot or Spektrix?
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 Spektrix 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.