--- title: "Connect Docupilot to Tomba - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Create Lead\" in Tomba." canonical: "https://apiant.ai/connect/docupilot-to-tomba" --- # Connect Docupilot to Tomba When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Create Lead** in [Tomba](https://apiant.ai/connections/tomba). Describe the whole flow and it is built, tested on every scenario and kept running. Docupilot **2** triggers Docupilot **34** actions Tomba **18** 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 Tomba 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 can start in Tomba - When **Envelope Completed** in Docupilot then **Create Lead** in Tomba - When **New Envelope** in Docupilot then **Count Email** in Tomba 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 Tomba ## Triggers and actions 2 triggers · 52 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. - Action **Author Finder** Finds the most likely email address of an article's author from the article's URL. - Action **Check technologies** Detect the technologies (CMS, analytics, frameworks, hosting and more) used by a website domain. - Action **Count Email** Returns the number of email addresses Tomba has found for a domain, with breakdowns by type, department and seniority. - Action **Create Lead** Create a new lead. If the email already exists, fails with 422 status code. - Action **Detect email format** Detect the email address pattern used by a company domain. - Action **Domain Search** Finds the email addresses Tomba knows for a company, looked up by website domain or company name, along with details about the organization. - Action **Domain Status** Checks whether a domain is a webmail provider or a disposable email domain. - Action **Email Enrichment** Looks up the person and company details Tomba has for an email address, such as name, job title, company, location and social profiles. - Action **Email Verifier** Verify the deliverability of an email address. - Action **Enrich company** Look up company details (name, industry, location, social profiles, size, technologies) from a website domain. - Action **Find Email** Finds the most likely professional email address for a person from their name and a company domain or company name. - Action **Get employee locations** Get the breakdown of a company's employees by country, based on its domain name. - Action **Get Lead** Fetches a saved lead by ID, including its contact details, company, list, score, notes and custom attributes. An error occurs if the lead is not found. - Action **LinkedIn Finder** Enter a LinkedIn profile URL to find the associated email address. - Action **Phone Finder** Finds phone numbers for a contact from an email address, a company domain, or a LinkedIn profile URL. - Action **Phone Validator** Validate a phone number and get its carrier, line type, country and formatted versions. - Action **Reveal companies** Search Tomba's company database with a natural-language description or structured filters and return the matching companies. - Action **Similar Domains** Finds up to 25 companies and websites similar to a given domain. ## 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) - [ **Tomba** Tomba is a email discovery service. It finds, verifies, and enriches professional contact information from...](https://apiant.ai/connections/tomba) 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 Tomba - [ **HubSpot to Tomba** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tomba) - [ **Salesforce to Tomba** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tomba) - [ **Slack to Tomba** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tomba) - [ **Google Sheets to Tomba** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tomba) - [ **Gmail to Tomba** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tomba) - [ **Google Calendar to Tomba** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tomba) Questions ## Docupilot and Tomba, 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 Tomba when something happens in Docupilot? Any of Tomba's 18 actions, including Create Lead, Author Finder, Check technologies and Count Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tomba to Docupilot? Tomba has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Tomba's API documentation and adds it. ### ### Do I have to build a connector for Docupilot or Tomba? 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 Tomba 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.