Integration
Connect DocuSign and Flatfile
When something happens in DocuSign or Flatfile, 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 DocuSign and Flatfile 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 DocuSign and Flatfile can do together
From DocuSign to Flatfile
When New envelope sent in DocuSign
then Create Document in Flatfile
From Flatfile to DocuSign
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 DocuSign and Flatfile
Triggers and actions 9 triggers · 25 actions
- New envelope sent
Triggered when an envelope is sent from the DocuSign account.
- Add Envelope Recipients
Add one or more recipients to an existing envelope.
- Create Envelope
Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
- Create Envelope From Template
Create and send an envelope from an existing template using template roles.
- Create Recipient View
Generate an embedded signing URL (recipient view) for a recipient of an envelope.
- Delete Envelope Recipient
Remove a recipient from an envelope by recipient ID.
- Get Envelope
Retrieve a single envelope's status and details by envelope ID.
- Get envelope audit events
Retrieve the audit event log for an envelope.
- Get envelope document
Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
- Get Envelope Documents
List the documents contained in an envelope.
- Get Envelope Recipients
List the recipients of an envelope and their signing status.
- Get Envelope Status Changes
List envelopes whose status changed since a given date (status polling).
- Get Template
Retrieve a single template's definition by template ID.
- Get user
Retrieves the information for a DocuSign user.
- List Account Users
List the users in the DocuSign account.
- List Envelopes
List envelopes in the account, optionally filtered by status and modified date.
- List Folders
List the folders in the account.
- List Templates
List the envelope templates in the account.
- Send Envelope
Send a draft envelope by changing its status to sent.
- Update envelope
Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
- Update Envelope Recipients
Update existing recipients on an envelope (e.g. correct email or name).
- Void Envelope
Void a sent envelope, providing a void reason.
- New Agent
Triggers when a new agent is created.
- New App
Triggers when a new app is created.
- New Document
Triggers when a new document is created in a space.
- New Event
Triggers when a new event occurs in Flatfile.
- New Prompt
Triggers when a new prompt is created.
- New Sheet
Trigger when a new sheet is created in a Flatfile workbook.
- New User
Triggers when a new user is created.
- New Workbook
Trigger when a new workbook is created in Flatfile.
- Create Document
Creates a new document in Flatfile.
- Create Prompt
Creates a new AI prompt in Flatfile.
- Get Document
Retrieves a single document from a Flatfile space by its ID.
- Upload File
Uploads a file to Flatfile.
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
DocuSign and Flatfile, answered
What can start an automation from DocuSign?
Any of DocuSign's 1 trigger in the catalog, including New envelope sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Flatfile when something happens in DocuSign?
Any of Flatfile's 4 actions, including Create Document, Create Prompt, Upload File and Get Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flatfile to DocuSign?
Yes. When something happens in Flatfile, your agent can act in DocuSign too. This page covers both directions: Flatfile's triggers and DocuSign's actions are listed here as well.
Do I have to build a connector for DocuSign or Flatfile?
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.