Integration
Connect Docupilot and The Value Builder System™
When Envelope Completed fires in Docupilot, your agent runs Create Contact From Email in The Value Builder System™, or New Activity Feed in The Value Builder System™ 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 The Value Builder System™ 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 The Value Builder System™ can do together
From Docupilot to The Value Builder System™
When Envelope Completed in Docupilot
then Create Contact From Email in The Value Builder System™
From The Value Builder System™ 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 The Value Builder System™
Triggers and actions 9 triggers · 48 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.
- Clicked Email by Contact
Triggers when a contact clicks a link in an email.
- New Activity Feed
Triggers when a new entry is added to the Value Builder activity feed.
- New Contact
Triggers when a new contact is added to Value Builder.
- Open/Click Contact Email
Triggers when a contact opens or clicks an email.
- Opened Email by Contact
Triggers when a contact opens an email.
- Sent Email to Contact
Triggers when an email is sent to a contact.
- Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from the Nurture Cycle.
- Activate Contact Nurture Cycle
Activates the Nurture Cycle for a contact.
- Create Contact From Email
Creates a new contact from an email address, name, company and country.
- Create Tag
Creates a tag.
- Deactivate Contact Nurture Cycle
Deactivates the Nurture Cycle for a contact.
- Find Contact From Email
Searches contacts by email address or name and returns the first match plus all matches.
- Find Tags
Searches tags by name, or returns all tags.
- Get Activity
Returns one activity feed entry by its ID.
- Get Contact
Returns one contact by its ID.
- List Advisors
Returns the advisors contacts can be assigned to.
- List Contact Tags
Returns the tags on a contact.
- Remove Tags from Contact
Removes one or more tags from a contact.
- Replace Contact Tags
Replaces all of a contact's tags with the list you supply.
- Tag Contact
Adds one or more tags to a contact.
- Update Contact From Email
Updates the fields you supply on an existing contact; fields left blank are unchanged.
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 The Value Builder System™, 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 The Value Builder System™ when something happens in Docupilot?
Any of The Value Builder System™'s 14 actions, including Create Contact From Email, Create Tag, Update Contact From Email and Activate Contact Nurture Cycle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Value Builder System™ to Docupilot?
Yes. When something happens in The Value Builder System™, your agent can act in Docupilot too. This page covers both directions: The Value Builder System™'s triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or The Value Builder System™?
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 The Value Builder System™ 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.