--- title: "Connect Ambivo to Clicksign - APIANT.ai" description: "When \"Contact Status Updated\" fires in Ambivo, your agent runs \"Notifications Email\" in Clicksign." canonical: "https://apiant.ai/connect/ambivo-to-clicksign" --- # Connect Ambivo to Clicksign When **Contact Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), 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. Ambivo **4** triggers Ambivo **20** 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 Ambivo 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 Ambivo can start in Clicksign - When **Contact Status Updated** in Ambivo then **Notifications Email** in Clicksign - When **Lead Status Updated** in Ambivo 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 Ambivo and Clicksign ## Triggers and actions 4 triggers · 31 actions - Trigger **Contact Status Updated** Triggers when the status of a contact is updated. - Trigger **Lead Status Updated** Triggers when the status of a lead is updated. - Trigger **New Contact** Triggers when a new contact record is created. - Trigger **New Lead** Triggers when a new lead is created. - Action **Add account** /crm/accounts on fapi.ambivo.com. Creates a company account. - Action **Add appointment** /reports/appointments on fapi.ambivo.com. - Action **Add invoice** /crm/invoices on fapi.ambivo.com. - Action **Add order** /crm/orders on fapi.ambivo.com. - Action **Add task** /crm/tasks on fapi.ambivo.com. - Action **Create Contact** Creates a New Contact or returns an updated contact. - Action **Create Lead** Creates a New Lead or returns an updated lead. - Action **Delete task** /crm/tasks/{task_id} on fapi.ambivo.com. - Action **List accounts** /crm/accounts on fapi.ambivo.com. - Action **List appointments** Lists appointments in the Ambivo account. - Action **List contacts** /crm/contacts on fapi.ambivo.com. - Action **List invoices** Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records. - Action **List leads** /crm/leads on fapi.ambivo.com. - Action **List orders** Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records. - Action **Update account** /crm/accounts/{account_id} on fapi.ambivo.com. - Action **Update contact** /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact. - Action **Update invoice** /crm/invoices/{invoice_id} on fapi.ambivo.com. - Action **Update lead** /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead. - Action **Update order** /crm/orders/{order_id} on fapi.ambivo.com. - Action **Update task** /crm/tasks/{task_id} on fapi.ambivo.com. - 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 - [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo) - [ **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 Ambivo - [ **Ambivo to Echoes** Quotes From Around The World](https://apiant.ai/connect/ambivo-to-echoes) - [ **Ambivo to Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/ambivo-to-fillout-forms) - [ **Ambivo to Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/ambivo-to-form-io) - [ **Ambivo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ambivo-to-hubspot) - [ **Ambivo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ambivo-to-salesforce) - [ **Ambivo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ambivo-to-slack) ## 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 ## Ambivo and Clicksign, answered ### ### What can start an automation from Ambivo? Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clicksign when something happens in Ambivo? 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 Ambivo? Clicksign has no triggers in the catalog today, so automations start in Ambivo. 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 Ambivo 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 Ambivo 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.