Integration
Connect Docupilot to Optimizely
When Envelope Completed fires in Docupilot, your agent runs Add page in Optimizely. 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 Optimizely 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 Optimizely
When Envelope Completed in Docupilot
then Add page in Optimizely
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 Optimizely
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.
- Add attribute
Creates a new attribute in an Optimizely project, which can be used to target audiences.
- Add audience
Adds a new audience to an Optimizely project and returns the id of the audience that was created.
- Add campaign
Creates a new personalization campaign in an Optimizely project and returns its id.
- Add experiment
Creates a new experiment in an Optimizely project and returns its id.
- Add feature
Creates a new feature flag in an Optimizely project. Works only with legacy Full Stack projects, and returns the id of the new feature.
- Add page
Creates a new page in an Optimizely project, defining the URL where experiments and campaigns can run and when it activates. Returns the created page.
- Add project
Creates a new Optimizely project in your account and returns the created project.
- Delete experiment
Archives an Optimizely experiment by its ID. Optimizely keeps archived experiments rather than permanently removing them.
- Get audience
Returns a single Optimizely audience by its ID, including its name, targeting conditions and status. An error occurs if the audience is not found.
- Get campaign
Returns a single Optimizely campaign by its ID, including its status, metrics, targeting and custom field values.
- Get experiment
Returns a single experiment by its ID, including its status, variations, metrics and targeting. Fails if the experiment is not found.
- Get experiment results
Returns the results of an Optimizely experiment, including metric performance per variation, reach and statistical significance, optionally limited to a time range or visitor segment.
- Get feature
Returns a single feature by its ID, including its variables and its rollout rules in each environment. Works only with legacy Full Stack projects.
- Get project
Returns all the properties of a single Optimizely project, including its platform, status and web snippet settings.
- List attributes
Returns all attributes in an Optimizely project, including their keys, names and archived status.
- List audiences
Returns the audiences in an Optimizely project, optionally filtered by archived or journey status.
- List campaigns
Returns all campaigns in an Optimizely project, optionally narrowed by journey or archived status.
- List environments
Returns all of the environments that have been created in an Optimizely project.
- List events
Returns all events in an Optimizely project, including pageview events and, optionally, classic goals.
- List experiments
Returns all experiments in an Optimizely project or campaign.
- List features
Returns all features created in an Optimizely project, including their variables and per-environment rollout rules.
- List pages
Returns the pages defined in an Optimizely project, optionally including single-use pages generated for campaign URL targeting.
- List projects
Returns all the projects in your Optimizely account, with their settings and status.
- Update campaign
Updates an existing Optimizely campaign's details, targeting and metrics, and can publish, start, pause, resume or unarchive it. Returns the updated campaign.
- Update experiment
Updates an Optimizely experiment's settings, such as its name, audiences, metrics, variations and schedule, and can optionally publish, start, pause, resume or unarchive it. Returns the updated experiment.
- Update feature
Updates an existing feature's name, key, description, variables, environment rollout rules or archived state, and returns the updated feature.
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 Optimizely, 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 Optimizely when something happens in Docupilot?
Any of Optimizely's 26 actions, including Update campaign, Update experiment, Update feature and Add attribute. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Optimizely to Docupilot?
Optimizely has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Optimizely's API documentation and adds it.
Do I have to build a connector for Docupilot or Optimizely?
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 Optimizely 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.