Build solutions, not workarounds.
What do you want DocuSign and Orshot 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 can start in Orshot
When New envelope sent in DocuSign
then Add brand image in Orshot
When New envelope sent in DocuSign
then Render From Template in Orshot
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 Orshot
Triggers and actions 1 trigger · 27 actions
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads 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.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges 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.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
Action
Add brand imageUploads an image to your Orshot workspace's brand assets from a URL or base64 data.
Action
Get render jobGet one async render job by its ID, including its status and, once finished, its result or error.
Action
List brand imagesLists the brand images in your Orshot workspace, optionally filtered by tags or scoped to one embed user.
Action
List render jobsReturns all async render jobs in the workspace, newest first, optionally filtered by status.
Action
Render From TemplateRenders an image or PDF from an Orshot utility (library) template such as Website Screenshot or Tweet Image.
Action
Start async renderStarts rendering a Studio template in the background (image, PDF or video) and returns a render job immediately. Collect the finished file by checking the job or via a webhook.
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
More from DocuSign
DocuSign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuSign to Google SheetsGoogle Sheets
DocuSign to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DocuSign to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Orshot
HubSpot to OrshotHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to OrshotSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to OrshotSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to OrshotGoogle Sheets
Gmail to OrshotGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OrshotGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
DocuSign and Orshot, 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 Orshot when something happens in DocuSign?
Any of Orshot's 6 actions, including Add brand image, Get render job, List brand images and List render jobs. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Orshot to DocuSign?
Orshot has no triggers in the catalog today, so automations start in DocuSign. If you need the other direction, ask: your agent reads Orshot's API documentation and adds it.
Do I have to build a connector for DocuSign or Orshot?
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.