Integration
Connect Docupilot and UpKeep
When something happens in Docupilot or UpKeep, your agent does the next thing in the other. Describe it 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 UpKeep 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 UpKeep can do together
From Docupilot to UpKeep
When Envelope Completed in Docupilot
then Add Asset in UpKeep
From UpKeep 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 UpKeep
Triggers and actions 4 triggers · 65 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.
- New Purchase Order
Triggers when a new purchase order is created.
- New Work Order
Triggers when a new work order is created.
- Add Asset
Create a new asset.
- Add Location
Creates a new location in UpKeep.
- Add User
Creates a new user in your UpKeep account.
- Add Vendor
Create a new vendor.
- Create Purchase Order
Creates a purchase order in UpKeep.
- Create Work Order
Creates new work order.
- Delete Purchase Order
Deletes a specific purchase order in UpKeep.
- Delete Work Order
Deletes a specific work order in UpKeep.
- Find Asset
Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results.
- Find Location
Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates.
- Find Part
Finds parts in UpKeep by name.
- Find Vendor
Returns the vendors whose business name matches the one supplied, with the first match broken out.
- Get Asset
Gets a specific UpKeep asset by its ID, including its custom field values.
- Get Location
Gets a specific UpKeep location by its ID.
- Get Part
Gets a specific part from the UpKeep inventory by its ID.
- Get Purchase Order
Gets a specific purchase order by its ID.
- Get User
Gets a specific UpKeep user by ID.
- Get Vendor
Gets a specific vendor by its ID.
- Get Work Order
Retrieve a single work order by ID.
- List Assets
Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges.
- List Locations
Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date.
- List Purchase Orders
Lists purchase orders in the UpKeep account, optionally filtered by status.
- List Vendors
List/page all vendors.
- List Work Orders
List/page all work orders with filters.
- Update Asset
Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed.
- Update Location
Updates an existing location in UpKeep. Only the fields you fill in are changed.
- Update Part
Updates an existing part in UpKeep. Only the fields you fill in are changed.
- Update Purchase Order
Updates an existing purchase order in UpKeep. Only the fields you fill in are changed.
- Update User
Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are.
- Update Vendor
Update fields on an existing vendor.
- Update Work Order
Update fields on an existing work order.
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
What our customers say
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Questions
Docupilot and UpKeep, 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 UpKeep when something happens in Docupilot?
Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpKeep to Docupilot?
Yes. When something happens in UpKeep, your agent can act in Docupilot too. This page covers both directions: UpKeep's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or UpKeep?
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.