Integration
Connect Docupilot and Telebroad
When Envelope Completed fires in Docupilot, your agent runs Send Text Message in Telebroad, or New Text Messages in Telebroad 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 Telebroad 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 Telebroad can do together
From Docupilot to Telebroad
When Envelope Completed in Docupilot
then Send Text Message in Telebroad
When New Envelope in Docupilot
then Create Saved Reply in Telebroad
From Telebroad to Docupilot
When New Text Messages in Telebroad
then Create Envelope in Docupilot
When User Call Ended in Telebroad
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 Telebroad
Triggers and actions 4 triggers · 70 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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 DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
Trigger
New Text MessagesTriggers when a text conversation on your Telebroad numbers gets a new message, sent or received.
Trigger
User Call EndedTriggers when a call on your Telebroad account ends.
Action
Assign ConversationAssigns a text conversation to a user.
Action
Block SenderBlocks a phone number from texting one of your lines.
Action
Cancel Scheduled MessageCancels a scheduled text message.
Action
Create Saved ReplySaves a reusable text-message reply.
Action
Delete Call RecordingDeletes the recordings of one leg of a call.
Action
Delete ConversationDeletes a whole text conversation.
Action
Delete Saved ReplyDeletes a saved text-message reply.
Action
Delete Text MessageDeletes one message from a text conversation.
Action
Get Blocked SenderChecks whether a phone number is blocked on one of your lines.
Action
Get CallReturns one call and its details.
Action
Get Call RecordingReturns one recorded leg of a call, with its download link.
Action
Get Call TranscriptsReturns a call's transcripts and AI summary.
Action
Get ConversationReturns the messages in one text conversation.
Action
Get FaxReturns one fax and its delivery status.
Action
Get My ProfileReturns the API key's run-as user, with their numbers and phone lines.
Action
Get Unread CountsReturns how many unread text messages each of your lines has.
Action
List Agent SessionsReturns call-center agents' sign-in and pause sessions.
Action
List Blocked SendersReturns the numbers blocked from texting one of your lines.
Action
List Call RecordingsReturns the recordings of a call.
Action
List ConversationsReturns the text-message conversations in your inbox, newest first.
Action
List FaxesReturns your sent and received faxes.
Action
List Fax NumbersReturns the fax numbers you can send from.
Action
List Saved RepliesReturns your saved text-message replies.
Action
List Scheduled MessagesReturns the text messages scheduled to send from one of your lines.
Action
List Texting NumbersReturns the Telebroad numbers you can send text messages from.
Action
List UsersReturns every user on your Telebroad account.
Action
Mark Conversation ResolvedMarks a text conversation as handled.
Action
Mark Line ReadMarks every message on a texting number as read.
Action
Place CallStarts a click-to-call: rings your phone, then connects it to the number you want to call.
Action
Reopen ConversationReopens a resolved text conversation.
Action
Schedule Text MessageSchedules a text message to send later from one of your lines.
Action
Search CallsSearches your call history between two times.
Action
Send FaxSends a fax from one of your fax numbers, with an optional cover page.
Action
Send Text MessageSends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.
Action
Unblock SenderUnblocks a phone number on one of your lines.
Action
Update Saved ReplyEdits a saved text-message reply.
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
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Questions
Docupilot and Telebroad, 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 Telebroad when something happens in Docupilot?
Any of Telebroad's 36 actions, including Create Saved Reply, Send Fax, Send Text Message and Update Saved Reply. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Telebroad to Docupilot?
Yes. When something happens in Telebroad, your agent can act in Docupilot too. This page covers both directions: Telebroad's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Telebroad?
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 Telebroad 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.