Integration
Connect Docupilot and Pipedream
When Envelope Completed fires in Docupilot, your agent runs Create project in Pipedream, or New account in Pipedream to Create Envelope in Docupilot. 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 Pipedream 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 and Pipedream can do together
From Docupilot to Pipedream
When Envelope Completed in Docupilot
then Create project in Pipedream
When New Envelope in Docupilot
then Update project in Pipedream
From Pipedream to Docupilot
When New account in Pipedream
then Create Envelope in Docupilot
When New project in Pipedream
then Create Envelope Recipient in Docupilot
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 Pipedream
Triggers and actions 4 triggers · 68 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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.
Action
Retry Document DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
Trigger
New accountFires when a new app account appears in the project.
Trigger
New projectFires when a new project is created in the workspace.
Action
Create accountConnect an app account on behalf of an end user.
Action
Create connect tokenCreate a short-lived token that lets an end user connect an account.
Action
Create projectCreate a new project in your Pipedream workspace.
Action
Delete accountDisconnect and remove a single connected account.
Action
Delete deployed triggerRemove a deployed trigger so it stops emitting events.
Action
Delete projectPermanently remove a project from your workspace.
Action
Delete userRemove an end user and all of their connected accounts.
Action
Deploy triggerDeploy a trigger for an end user so it starts emitting events.
Action
Get accountRetrieve the details of a single connected account.
Action
Get actionRetrieve the definition of a single action.
Action
Get appRetrieve the details of a single app in Pipedream's catalog.
Action
Get componentRetrieve the definition of a single component.
Action
Get deployed triggerRetrieve the details of a single deployed trigger.
Action
Get projectRetrieve the details of a single project.
Action
Get triggerRetrieve the definition of a single trigger.
Action
List accountsList the app accounts your end users have connected in a project.
Action
List accounts for userList the accounts a specific end user has connected.
Action
List actionsBrowse the actions available to run for a project's apps.
Action
List appsBrowse the apps available in Pipedream's integration catalog.
Action
List componentsBrowse the components available in a project.
Action
List deployed triggersList the triggers currently deployed in a project.
Action
List projectsList the projects in your Pipedream workspace.
Action
List trigger eventsRetrieve the recent events emitted by a deployed trigger.
Action
List triggersBrowse the triggers available to deploy for a project's apps.
Action
List usersList the end users who have connected accounts in a project.
Action
Proxy GET requestSend an authenticated GET request to a connected app's API on behalf of an end user.
Action
Proxy PATCH requestSend an authenticated PATCH request to a connected app's API on behalf of an end user.
Action
Proxy POST requestSend an authenticated POST request to a connected app's API on behalf of an end user.
Action
Proxy PUT requestSend an authenticated PUT request to a connected app's API on behalf of an end user.
Action
Run actionRun an app action on behalf of an end user and return its result.
Action
Set trigger webhookSend a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.
Action
Update deployed triggerChange the configuration of a deployed trigger.
Action
Update projectChange the name or settings of an existing project.
Action
Validate connect tokenCheck whether a Connect token is still valid.
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 Pipedream, 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 Pipedream when something happens in Docupilot?
Any of Pipedream's 34 actions, including Create account, Create connect token, Create project and Update deployed trigger. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipedream to Docupilot?
Yes. When something happens in Pipedream, your agent can act in Docupilot too. This page covers both directions: Pipedream's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Pipedream?
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 Pipedream 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.