Integration
Connect Docupilot to Daylite
When Envelope Completed fires in Docupilot, your agent runs Create Appointment in Daylite. 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 Daylite 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 Daylite
When Envelope Completed in Docupilot
then Create Appointment in Daylite
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 Daylite
Triggers and actions 2 triggers · 60 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.
- Create Appointment
Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
- Create Company
Creates a company in Daylite and returns the new company's id.
- Create Form
Creates a Daylite form from a form definition, with its field values and linked records.
- Create Note
Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Create Opportunity
Creates a new opportunity in Daylite and returns its reference and id.
- Create Opportunity for Person
Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
- Create Person
Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
- Create Project
Creates a new project in Daylite.
- Create Task
Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
- Delete company
Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
- Delete opportunity
Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
- Delete person
Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
- Delete project
Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
- Find Appointment
Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
- Find Company
Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
- Find Note
Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
- Find Person
Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
- Find Project
Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
- Find Task
Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
- List pipelines
Returns the opportunity and project pipelines defined in your Daylite account.
- List users
Returns all users in your Daylite account.
- Update Appointment
Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
- Update Opportunity
Updates an existing opportunity in Daylite. Only the fields you fill in are changed.
- Update Person
Updates an existing person (contact) in Daylite. Only the fields you fill in are changed.
- Update Project
Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
- Update Task
Updates an existing Daylite task. Fields left blank are not 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
Reviews
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Questions
Docupilot and Daylite, 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 Daylite when something happens in Docupilot?
Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to Docupilot?
Daylite has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for Docupilot or Daylite?
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 Daylite 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.