Integration
Connect Docupilot and timelink
When Envelope Completed fires in Docupilot, your agent runs Create Client in timelink, or New Time Entry in timelink 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 timelink to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 timelink can do together
From Docupilot to timelink
When Envelope Completed in Docupilot
then Create Client in timelink
From timelink 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 timelink
Triggers and actions 5 triggers · 58 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.
- Deleted Time Entry
Triggers when a time entry is deleted.
- New Time Entry
Triggers when a new time entry is created.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a new client in timelink.
- Create Project
Creates a new project in timelink, optionally assigned to a client.
- Create Service
Creates a new service (a type of work you track time against) in timelink.
- Create Time Entry
Creates a time entry for a user in timelink, optionally linked to a client, project and service.
- Delete client
Deletes a client in timelink.
- Delete project
Deletes a project in timelink.
- Delete service
Deletes a service in timelink.
- Delete time entry
Deletes a time entry from timelink.
- Find Client
Finds clients whose details match the search text, optionally filtered by active status or ids.
- Find Project
Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.
- Find Service
Searches your timelink services by text, for example part of the service name, and returns the matching services.
- Find Time Entry
Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.
- Get client
Returns a single client by its ID.
- Get project
Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.
- Get service
Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.
- Get time entry
Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.
- Get user
Returns a single timelink user by ID, including name, email, active status, timezone and language.
- List clients
Returns the clients in your timelink account, optionally filtered by search text or active status.
- List services
Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.
- List users
Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.
- Update Client
Updates an existing client in timelink. Only the fields you fill in are changed.
- Update Project
Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.
- Update Service
Updates an existing service in timelink, such as its name, color, billable or active status.
- Update Time Entry
Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.
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 timelink, 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 timelink when something happens in Docupilot?
Any of timelink's 24 actions, including Create Client, Create Project, Create Service and Create Time Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from timelink to Docupilot?
Yes. When something happens in timelink, your agent can act in Docupilot too. This page covers both directions: timelink's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or timelink?
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.
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.