Integration
Connect Docupilot to Zenoti
When Envelope Completed fires in Docupilot, your agent runs Add Notes to an Opportunity in Zenoti. 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 Zenoti to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 can start in Zenoti
When Envelope Completed in Docupilot
then Add Notes to an Opportunity in Zenoti
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 Zenoti
Triggers and actions 2 triggers · 49 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.
- Add booking
Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.
- Add Employee Security Role
Assigns a security role to a Zenoti employee for a center, zone, or the organization.
- Add Notes to an Opportunity
Adds a note to an existing opportunity in Zenoti.
- Create Employee
Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.
- Create Employee Blockout
Creates a blockout time (such as a lunch break) on an employee's schedule at a center.
- Create Guest
Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.
- Delete Employee Blockout
Permanently deletes a blockout time from an employee's schedule.
- List appointments of a guest
Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.
- List centers
Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.
- List employees
Returns the employees who are active in a Zenoti center on a given date.
- List services
Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).
- Merge guests
Merges one or more duplicate guest records into a target guest in Zenoti.
- Search for a Guest
Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.
- Search Guest by ID
Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.
- Update Employee Blockout
Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.
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 Zenoti, 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 Zenoti when something happens in Docupilot?
Any of Zenoti's 15 actions, including Create Employee, Create Employee Blockout, Create Guest and Update Employee Blockout. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zenoti to Docupilot?
Zenoti has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Zenoti's API documentation and adds it.
Do I have to build a connector for Docupilot or Zenoti?
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 Zenoti 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.