Integration
Connect Attio and Docupilot
When List Entry Created fires in Attio, your agent runs Create Envelope in Docupilot, or Envelope Completed in Docupilot to Create or Update List Entry by Parent Record in Attio. 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 Attio and Docupilot 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 Attio and Docupilot can do together
From Attio to Docupilot
When List Entry Created in Attio
then Create Envelope in Docupilot
From Docupilot to Attio
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 Attio and Docupilot
Triggers and actions 9 triggers · 47 actions
- List Entry Created
Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
- List Entry Deleted
Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
- List Entry Updated
Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
- Record Created
Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
- Record Deleted
Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
- Record Updated
Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
- Task Created
Triggers when a new task is created in Attio, giving you the new task's ID and who created it.
- Create List Entry
Adds a record to an Attio list as a new list entry and returns the entry.
- Create Note
Creates a note on an Attio record and returns the new note.
- Create or Update List Entry by Parent Record
Adds a record to an Attio list, or updates its existing entry if it is already on the list.
- Create or Update Record
Creates a record in Attio, or updates the existing record that matches on the chosen field.
- Create Record
Creates a new record on the chosen Attio object and returns it.
- Create Storage Location
Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
- Create Task
Creates a task in Attio, optionally linked to a record and assigned to a workspace member.
- Delete List Entry
Removes an entry from an Attio list.
- Find List Entries
Returns the entries on an Attio list.
- Find Records
Searches records on the chosen Attio object and returns the matches.
- Update List Entry
Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
- Update Record
Updates the field values on an existing Attio record. Fields you leave blank are left untouched.
- Update Task
Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
- 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.
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 Attio
Attio to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Attio to AmplitudeAmplitude is a product analytics service that makes it easier for companies to understand user behavior...
Attio to ChargebeeChargebee is a subscription management and recurring billing solution used by businesses to customize...
Attio to DreamdataDreamdata is a B2B revenue attribution platform.
Attio to FiberyFibery is the first work management software that fits and grows with your company.
Attio to MyphonerMyphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...
More into Docupilot
Slack to DocupilotSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocupilotGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Drive to DocupilotGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to DocupilotMailchimp marketing automation and email platform.
ActiveCampaign to DocupilotActiveCampaign is a marketing automation, email marketing, and CRM platform.
Trello to DocupilotTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Questions
Attio and Docupilot, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupilot when something happens in Attio?
Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupilot to Attio?
Yes. When something happens in Docupilot, your agent can act in Attio too. This page covers both directions: Docupilot's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio or Docupilot?
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 Attio and Docupilot 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.