Integration
Connect Docupilot to Marketing 360
When Envelope Completed fires in Docupilot, your agent runs Add task in Marketing 360. 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 Marketing 360 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 Marketing 360
When Envelope Completed in Docupilot
then Add task in Marketing 360
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 Marketing 360
Triggers and actions 2 triggers · 48 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.
- Add task
Adds a new task to the Marketing 360 CRM and returns the new task's id.
- CRM - Create or Update Contact
Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.
- CRM - Create or Update Lead
Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.
- CRM - Get Contact ID by Phone
Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.
- CRM - Update Contact by ID
Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.
- Delete contact
Deletes a contact from the Marketing 360 CRM by its ID.
- Find contacts by filters
Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.
- Get contact
Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.
- List assignees
Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.
- List contacts
Returns all contacts in the Marketing 360 account's CRM.
- List contact sources
Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.
- List contact statuses
Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.
- List custom fields
Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.
- Update task
Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.
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
Docupilot and Marketing 360, 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 Marketing 360 when something happens in Docupilot?
Any of Marketing 360's 14 actions, including Update task, Add task, CRM - Create or Update Contact and CRM - Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Marketing 360 to Docupilot?
Marketing 360 has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Marketing 360's API documentation and adds it.
Do I have to build a connector for Docupilot or Marketing 360?
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 Marketing 360 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.