Integration
Connect Docupilot and Spree
When Envelope Completed fires in Docupilot, your agent runs Create Customer in Spree, or New Customer in Spree to Create Envelope in Docupilot. 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 Spree 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 and Spree can do together
From Docupilot to Spree
When Envelope Completed in Docupilot
then Create Customer in Spree
From Spree to 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 Spree
Triggers and actions 5 triggers · 55 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.
- New Customer
Triggers when a new customer is created in your Spree store.
- New Order
Triggers when a new order is created in your Spree store.
- New Product
Triggers when a new product is created in your Spree store.
- Add promotion
Creates a promotion in your Spree store, optionally with its coupon code, rules and discount actions.
- Add variant
Creates a new variant (such as a size or color) on a product, with optional per-currency prices and stock levels.
- Create Customer
Creates a customer in your Spree store and returns the new customer.
- Create Draft Order
Creates a draft order in your Spree store for a customer.
- Create Product
Creates a product in your Spree store.
- Delete Customer
Deletes a customer from your Spree store.
- Delete Product
Deletes a product from your Spree store.
- Find Customers
Returns customers in your Spree store matching a search term (name or email).
- Find fulfillments
Returns the fulfillments (shipments) of an order, optionally filtered by fulfillment number or date.
- Find Orders
Returns orders in your Spree store matching a search term (number or email).
- Find payments
Returns the payments on an order, optionally filtered by status, amount, response code or payment method.
- Find Products
Returns products in your Spree store matching a search term.
- Find promotions
Returns promotions whose name or code matches the search text, optionally filtered by kind or category.
- Find variants
Returns variants across all products that match a search on SKU, option value or product name, optionally narrowed by product, channel, market, customer or currency.
- Get Customer
Returns one customer from your Spree store by ID.
- Get Order
Returns one order from your Spree store by ID.
- Get Product
Returns one product from your Spree store by ID.
- Update Customer
Updates an existing customer in your Spree store.
- Update Order
Updates an existing order in your Spree store.
- Update Product
Updates an existing product in your Spree store.
- Update variant
Updates an existing product variant's SKU, pricing, stock, dimensions, shipping and option details. Only the fields you fill in are changed.
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
Reviews
What our customers say
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Questions
Docupilot and Spree, 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 Spree when something happens in Docupilot?
Any of Spree's 21 actions, including Create Customer, Create Draft Order, Create Product and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spree to Docupilot?
Yes. When something happens in Spree, your agent can act in Docupilot too. This page covers both directions: Spree's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Spree?
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 Spree 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.