--- title: "Connect Docupilot and Uscreen - APIANT.ai" description: "When \"Envelope Completed\" fires in Docupilot, your agent runs \"Revoke Customer Access\" in Uscreen." canonical: "https://apiant.ai/connect/docupilot-to-uscreen" --- # Connect Docupilot and Uscreen When **Envelope Completed** fires in [Docupilot](https://apiant.ai/connections/docupilot), your agent runs **Revoke Customer Access** in [Uscreen](https://apiant.ai/connections/uscreen), or **New Invoice** in Uscreen 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 Uscreen **4** triggers Uscreen **30** 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 Uscreen 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 Uscreen can do together ### From Docupilot to Uscreen - When **Envelope Completed** in Docupilot then **Revoke Customer Access** in Uscreen - When **New Envelope** in Docupilot then **Get Customer** in Uscreen ### From Uscreen to Docupilot - When **New Invoice** in Uscreen then **Create Envelope** in Docupilot - When **New User** in Uscreen 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 Uscreen ## Triggers and actions 6 triggers · 64 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 **New Invoice** Triggers when a new invoice is created in your Uscreen storefront. - Trigger **New User** Triggers when a new customer is added to your Uscreen storefront. - Trigger **New Video View** Triggers when a customer views a video in your Uscreen storefront. - Trigger **User Updated** Triggers when a customer in your Uscreen storefront is added or updated. - Action **Cancel Customer Subscription** Cancels the customer's active subscription. - Action **Create Group** Creates a team group on a subscription plan. - Action **Delete Group** Deletes a team group. - Action **Generate Sign-On Link** Generates a single sign-on link that logs the customer into your storefront. - Action **Get Content** Returns one video, collection or live event. - Action **Get Customer** Returns one customer by ID or email. - Action **Get Customer Access** Returns one access record for a customer. - Action **Get Customer Subscription** Returns the customer's active subscription. - Action **Get Invoice** Returns one invoice by ID. - Action **Get Offer** Returns one offer by ID. - Action **Get Playlist Item** Returns one playlist item of a collection. - Action **Get Total Watch Time** Returns total watch time for a customer or content in a date range. - Action **Get Video** Returns one uploaded video by ID. - Action **Get Video Views** Returns video view records for a customer or content in a date range. - Action **Get Video Views Summary** Returns view counts and watch time per customer and video in a date range. - Action **List Contents** Returns a page of videos, collections and live events. - Action **List Customer Accesses** Returns the bundles and subscriptions a customer has access to. - Action **List Customers** Returns a page of customers, optionally filtered by a date range. - Action **List Email Topics** Returns your storefront's email topics. - Action **List Group Members** Returns the members of a team group. - Action **List Groups** Returns a page of team groups. - Action **List Invoices** Returns a page of invoices, optionally filtered by date range. - Action **List Offers** Returns your subscription, bundle and rental offers. - Action **List Playlist Items** Returns the playlist items and files of a collection. - Action **List Videos** Returns a page of uploaded videos. - Action **Publish Content** Publishes a video, collection or live event. - Action **Remove Group Member** Removes a person from a team group. - Action **Revoke Customer Access** Revokes a customer's access to a bundle or subscription. - Action **Schedule Content** Schedules a video or collection for future publication. - Action **Unpublish Content** Unpublishes a video, collection or live event. ## 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) - [ **Uscreen** Uscreen is a fully hosted video platform enabling you to sell and distribute your videos online.](https://apiant.ai/connections/uscreen) 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 Uscreen - [ **HubSpot to Uscreen** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-uscreen) - [ **Salesforce to Uscreen** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-uscreen) - [ **Slack to Uscreen** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-uscreen) - [ **Google Sheets to Uscreen** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-uscreen) - [ **Gmail to Uscreen** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-uscreen) - [ **Google Calendar to Uscreen** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-uscreen) Questions ## Docupilot and Uscreen, 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 Uscreen when something happens in Docupilot? Any of Uscreen's 30 actions, including Create Group, Generate Sign-On Link, Get Content and Get Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Uscreen to Docupilot? Yes. When something happens in Uscreen, your agent can act in Docupilot too. This page covers both directions: Uscreen's triggers and Docupilot's actions are listed here as well. ### ### Do I have to build a connector for Docupilot or Uscreen? 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 Uscreen 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.