Integration
Connect Docupilot and Zomentum
When Envelope Completed fires in Docupilot, your agent runs Add task in Zomentum, or Client Created in Zomentum 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 Zomentum 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 and Zomentum can do together
From Docupilot to Zomentum
When Envelope Completed in Docupilot
then Add task in Zomentum
From Zomentum 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 Zomentum
Triggers and actions 12 triggers · 55 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.
- Client Created
Triggers when a new client company is created in Zomentum.
- Client Updated
Triggers when a client company in Zomentum is updated.
- Contact Created
Triggers when a new contact is created in Zomentum.
- Contact Updated
Triggers when a contact is created or updated in Zomentum.
- Document Approved
Triggers when a document is approved.
- Document Created
Triggers when a new document is created in Zomentum, optionally only for one client, status or document type.
- Document Updated
Triggers when a document is created or updated, optionally limited to one client, status or document type.
- Opportunity Created
Triggers when a new opportunity is created in Zomentum, optionally limited to a pipeline, owner, client or other criteria.
- Opportunity Updated
Triggers when an opportunity is updated in Zomentum.
- Users
Triggers when a new user is added to your Zomentum account.
- Add call log
Logs a completed sales call against an opportunity or client company in Zomentum and returns the new call log.
- Add meeting
Adds a new sales meeting to an opportunity or client company in Zomentum and returns the new meeting's ID.
- Add task
Creates a sales task on a Zomentum opportunity or client company, with a due time, priority and optional collaborators.
- Delete client company
Deletes a client company in Zomentum by its ID.
- Delete opportunity
Deletes an opportunity from Zomentum and confirms whether it was removed.
- Find catalog items
Returns the catalog items of the chosen type, such as software, hardware or labor, including their pricing and custom fields.
- Find documents
Returns the documents that match a client company, status, document type, or created or updated date range, along with the products each document contains.
- Find opportunities
Returns the opportunities that match the criteria you choose, such as name, client company, owner, pipeline stage or dates.
- Get catalog item
Returns a single catalog item (product) by its id, including its pricing, bundled items and custom fields.
- Get Client Company
Returns one client company by its ID, including its addresses, owner and custom field values.
- Get Client Contact
Returns a single client contact by its id, including the contact's name, email, phone, client company and custom field values.
- Get document
Returns a single Zomentum document by its ID, including its status, recipients, opportunity link and custom field values.
- GetOpportunity
Returns a single opportunity by its ID, including its pipeline stage, owner, linked client company and contacts, totals and custom field values.
- List client companies
Returns the client companies in your Zomentum account, optionally narrowed by name, owner, client type, sync source, or created and updated time.
- List client contacts
Returns the client contacts in your Zomentum account, optionally narrowed by email, client company, contact type, sync source, or created and updated dates.
- List documents
Returns the documents in your Zomentum account, such as proposals and assessments, with their status, client company, recipients and totals.
- List opportunities
Returns the opportunities in a pipeline, optionally narrowed by client, owner, stage, type or date range.
- List pipelines
Returns the sales pipelines in your Zomentum account, including each pipeline's opportunity stages. Can be narrowed to a pipeline by name.
- List tasks
Returns the sales tasks in your Zomentum account, optionally narrowed by associated opportunity or client company, task owner, or due date.
- List users
Returns the users in your Zomentum account, optionally only those with a given email address or phone number.
- Update task
Updates an existing Zomentum sales task by ID. Only the fields you fill in are changed.
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 Zomentum, 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 Zomentum when something happens in Docupilot?
Any of Zomentum's 21 actions, including Update task, Add call log, Add meeting and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zomentum to Docupilot?
Yes. When something happens in Zomentum, your agent can act in Docupilot too. This page covers both directions: Zomentum's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Zomentum?
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 Zomentum 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.