--- title: "Connect Docupilot and Ticket Tailor - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Event Occurrence\" in Ticket Tailor." canonical: "https://apiant.ai/connect/docupilot-to-ticket-tailor" --- # Connect Docupilot and Ticket Tailor When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Event Occurrence** in [Ticket Tailor](https://apiant.ai/connections/ticket-tailor), or **Event Created** in Ticket Tailor 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 Ticket Tailor **11** triggers Ticket Tailor **67** 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 Ticket Tailor 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 Ticket Tailor can do together ### From Docupilot to Ticket Tailor - When **Envelope Completed** in Docupilot then **Create Event Occurrence** in Ticket Tailor - When **New Envelope** in Docupilot then **Create Event Series** in Ticket Tailor ### From Ticket Tailor to Docupilot - When **Event Created** in Ticket Tailor then **Create Envelope** in Docupilot - When **Event Updated** in Ticket Tailor 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 Ticket Tailor ## Triggers and actions 13 triggers · 101 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 **Event Created** Triggers when a new event is created. - Trigger **Event Deleted** Triggers when an existing event is deleted. - Trigger **Event Updated** Triggers when an existing event is updated. - Trigger **Issued Membership Created** Triggers when a new issued membership is created. - Trigger **Issued Membership Updated** Triggers when an issued membership is created or updated. - Trigger **Issued Ticket Created** Triggers when a new issued ticket is created. - Trigger **Issued Ticket Updated** Triggers when an existing issued ticket is updated. - Trigger **New Issued Ticket** Fires when a ticket is issued. In Ticket Tailor open Box office settings > Webhooks, add a webhook for the issued ticket created event, and paste this trigger's webhook URL. - Trigger **Order Created** Triggers when new order is created (currency values are always in cents, or equivalent, with no decimals). - Trigger **Order Updated** Triggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals). - Trigger **Waitlist Signup Created (instant)** Instant trigger: fires when a Ticket Tailor waitlist signup is created (waitlist_signup.created). Self-registering webhook. - Action **Box Office Overview** Show box office statistics information. - Action **Create Bundle** Create a bundle for the given event series ID. - Action **Create Check-In (Out)** Create check-in or check-out. - Action **Create Discount** Creates a discount code that can be used on checkout. - Action **Create Event Occurrence** Create event for event series. - Action **Create Event Series** Creates a new event series. - Action **Create Hold** Creates a new hold in the system. - Action **Create Issued Membership** Creates a new issued membership. - Action **Create Issued Membership Redemption** Creates a redemption for an issued membership at a specific event. This records that the issued membership was used for entry to the event. - Action **Create Issued Ticket (Fees Apply)** Creates a new issued ticket for an event occurrence from the available inventory. This action incurs a fee per issued ticket, even if the ticket is free. Send the event_id and ticket_type_id to create the issued ticket from an event occurrence's ticket type allocation. Alternatively, send the hold_id to create the issued ticket from a pre-existing hold. The issued ticket is not associated to an order. The request will fail if no tickets are available to fulfil the request, or the ticket type is a 'seated' type (uses a seating chart). - Action **Create Membership Type** Creates a new membership type. - Action **Create Override** Create an override for the given event series id. - Action **Create Product** Create a new product. - Action **Create Ticket Group** Create a ticket group for the given event series id. - Action **Create Ticket Type** Create a ticket type for the given event series id. - Action **Create Voucher** Creates a new voucher and the associated voucher codes, if given. - Action **Delete Bundle** Delete a bundle. This action is irreversible. The bundle will be permanently removed. - Action **Delete Discount** Delete a discount. This action is irreversible. The discount will be permanently removed. - Action **Delete Event Occurrence** Delete event occurrence. - Action **Delete Event Series** Deletes event series. - Action **Delete Hold** Delete a hold. This action is irreversible. The hold will be permanently removed. - Action **Delete Membership Type** Delete membership type. - Action **Delete Product** Delete a product. This action is irreversible. The product will be permanently removed. - Action **Delete Ticket Group** Delete a ticket group. This action is irreversible. The ticket group will be permanently removed and any ticket types or bundles in the group will be removed from the group. - Action **Delete Ticket Type** Delete a ticket type. This action is irreversible. The ticket type will be permanently removed. - Action **Delete Voucher** Delete voucher and its associated voucher codes. This action is irreversible. The voucher and its voucher codes will be permanently removed. - Action **Get Discount** Returns a single discount; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event** Returns a single event; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event Occurrence** Returns a single event occurrence; all currency values are in cents (or equivalent), with no decimals. - Action **Get Event Series** Returns a single event series; all currency values are in cents (or equivalent), with no decimals. - Action **Get Hold** Returns a single hold. - Action **Get Issued Membership** Returns a single issued membership. - Action **Get Issued Ticket** Returns a single issued ticket. - Action **Get List of Check-Ins** Returns a list of check-ins. - Action **Get List of Discounts** Returns a list of discounts. - Action **Get List of Event Occurrences** Returns a list of event occurrences. - Action **Get List of Events** Returns a list of events. - Action **Get List of Event Series** Returns a list of event series. - Action **Get List of Event Series Overrides** Returns a list of event series overrides. - Action **Get List of Holds** Returns a list of holds. - Action **Get List of Issued Memberships** Returns a list of issued memberships. - Action **Get List of Issued Tickets** Returns a list of issued tickets. - Action **Get List of Membership Types** Returns a list of membership types. - Action **Get List of Orders** Returns a list of orders belonging to box office. - Action **Get List of Products** Returns a list of products. - Action **Get List of Stores** Returns a list of stores. - Action **Get List of Vouchers** Returns a list of vouchers. - Action **Get List of Waitlist Signups** Returns a list of waitlist signups. - Action **Get Membership Type** Returns a single membership type. - Action **Get Product** Returns a single product; all currency values are in cents (or equivalent), with no decimals. - Action **Get Store** Returns store configuration. - Action **Get Voucher** Returns a single voucher; all currency values are in cents (or equivalent), with no decimals. - Action **Update Bundle** Update existing bundle. - Action **Update Discount** Updates an existing discount. - Action **Update Event Occurrence** Updates an existing event occurrence. - Action **Update Event Series** Updates an existing event series. - Action **Update Issued Membership** Updates an existing issued membership. - Action **Update Membership Type** Updates an existing membership type. - Action **Update Override** Update existing override. - Action **Update Product** Updates an existing product. - Action **Update Store** Updates store configuration. - Action **Update Ticket Group** Update existing ticket group. - Action **Update Ticket Type** Update existing ticket type. - Action **Update Voucher** Update an exiting voucher. If any voucher codes are given, create new voucher codes and associate them with the voucher. - Action **Void Issued Membership** Voids an existing issued membership. - Action **Void Issued Ticket** Mark an issued ticket as voided. This action is irreversible. This will only mark the ticket as voided (no longer valid) and will not cancel an entire order or issue a refund. You can also void an issued ticket to a hold, which will create a hold from the issued ticket and not put the allocation back on sale. - Action **Void Voucher Code** Mark a voucher code as voided. This action is irreversible. This will only mark one voucher code as voided, and will not impact the other related codes. ## 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) - [ **Ticket Tailor** Ticket Tailor is a ticketing platform, offering powerful features, 24/7 support, and industry-leading low...](https://apiant.ai/connections/ticket-tailor) 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 Ticket Tailor - [ **HubSpot to Ticket Tailor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ticket-tailor) - [ **Slack to Ticket Tailor** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ticket-tailor) - [ **Google Sheets to Ticket Tailor** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ticket-tailor) - [ **Gmail to Ticket Tailor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ticket-tailor) - [ **Google Calendar to Ticket Tailor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ticket-tailor) - [ **Google Drive to Ticket Tailor** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ticket-tailor) Questions ## Docupilot and Ticket Tailor, 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 Ticket Tailor when something happens in Docupilot? Any of Ticket Tailor's 67 actions, including Create Bundle, Create Check-In (Out), Create Discount and Create Event Occurrence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ticket Tailor to Docupilot? Yes. When something happens in Ticket Tailor, your agent can act in Docupilot too. This page covers both directions: Ticket Tailor's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Ticket Tailor? 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 Ticket Tailor 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.