--- title: "Connect ActiveTrail to Clicksign - APIANT.ai" description: "When \"Contact Added to Group\" fires in ActiveTrail, your agent runs \"Notifications Email\" in Clicksign." canonical: "https://apiant.ai/connect/activetrail-to-clicksign" --- # Connect ActiveTrail to Clicksign When **Contact Added to Group** fires in [ActiveTrail](https://apiant.ai/connections/activetrail), your agent runs **Notifications Email** in [Clicksign](https://apiant.ai/connections/clicksign). Describe the whole flow and it is built, tested on every scenario and kept running. ActiveTrail **4** triggers ActiveTrail **15** actions Clicksign **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveTrail and Clicksign to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What ActiveTrail can start in Clicksign - When **Contact Added to Group** in ActiveTrail then **Notifications Email** in Clicksign - When **Contact Updated** in ActiveTrail then **View Document** in Clicksign 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 ActiveTrail and Clicksign ## Triggers and actions 4 triggers · 26 actions - Trigger **Contact Added to Group** Triggers when a contact is added to a group (any group). - Trigger **Contact Removed From Group** Triggers when a contact is removed from a group (any group). - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from receiving further emails. - Trigger **Contact Updated** Triggers when a contact record in ActiveTrail is updated via the API (status or details). - Action **Add Contact to Group** Add a new or an existing contact to a specific group (The new contact will be created if not already exists). - Action **Add email campaign** Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft. - Action **Add group** Creates a new group in your ActiveTrail account and returns it. - Action **Add order** Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products. - Action **Add template** Create a template in My Templates. - Action **Delete group** Deletes a group from the ActiveTrail account. - Action **Find Group** Returns up to 100 groups whose name matches the search term. - Action **Get email campaign** Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data. - Action **Get group** Get a group's details (name, contact counts, creation date) by its id. - Action **Get order** Returns a commerce order by your store's order id. - Action **Get template** Returns one of your My Templates by id: its name, subject and category. - Action **List email campaigns** Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range. - Action **List groups** Lists the groups in the ActiveTrail account, optionally filtered by group name. - Action **Remove Contact From Group** Removes a contact from an ActiveTrail group. The contact itself stays in the account. - Action **Update group** Rename an existing ActiveTrail group. - Action **Create Signer** Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents. - Action **Delete Document** Deletes a draft document from a Clicksign envelope. - Action **Delete Signer** Deletes a signer from an envelope, as long as the signer has not started signing. - Action **List Documents** Returns the documents in a Clicksign envelope, with each document's status, file name and download link. - Action **List Templates** Returns the document templates (modelos) in your Clicksign account. - Action **Notifications Email** Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified. - Action **Notifications SMS** Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message. - Action **Notifications WhatsApp** Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified. - Action **Remove Signer From Document** Removes a signer who has not yet started signing from a Clicksign envelope. - Action **View Document** Returns the current details and status of a document inside a Clicksign envelope. - Action **View Signer** Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences. ## Each app on its own - [ **ActiveTrail** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connections/activetrail) - [ **Clicksign** Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity...](https://apiant.ai/connections/clicksign) Reviews ## What our customers say ## More from ActiveTrail - [ **ActiveTrail to WoopSocial** WoopSocial is a social media management platform that helps you manage multiple accounts, automate...](https://apiant.ai/connect/activetrail-to-woopsocial) - [ **ActiveTrail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activetrail-to-hubspot) - [ **ActiveTrail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activetrail-to-salesforce) - [ **ActiveTrail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activetrail-to-slack) - [ **ActiveTrail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activetrail-to-google-sheets) - [ **ActiveTrail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activetrail-to-gmail) ## More into Clicksign - [ **HubSpot to Clicksign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clicksign) - [ **Salesforce to Clicksign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clicksign) - [ **Slack to Clicksign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clicksign) - [ **Google Sheets to Clicksign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clicksign) - [ **Gmail to Clicksign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clicksign) - [ **Google Calendar to Clicksign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clicksign) Questions ## ActiveTrail and Clicksign, answered ### ### What can start an automation from ActiveTrail? Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clicksign when something happens in ActiveTrail? Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clicksign to ActiveTrail? Clicksign has no triggers in the catalog today, so automations start in ActiveTrail. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it. ### ### Do I have to build a connector for ActiveTrail or Clicksign? 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 ActiveTrail and Clicksign 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.