Integration
Connect Ambivo and eSignatures
When Contact Status Updated fires in Ambivo, your agent runs Add Signer in eSignatures, or Contract Signed in eSignatures to Add invoice in Ambivo. 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 Ambivo and eSignatures 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 Ambivo and eSignatures can do together
From Ambivo to eSignatures
When Contact Status Updated in Ambivo
then Add Signer in eSignatures
From eSignatures to Ambivo
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 eSignatures
Triggers and actions 8 triggers · 31 actions
- Contact Status Updated
Triggers when the status of a contact is updated.
- Lead Status Updated
Triggers when the status of a lead is updated.
- New Contact
Triggers when a new contact record is created.
- New Lead
Triggers when a new lead is created.
- Add account
/crm/accounts on fapi.ambivo.com. Creates a company account.
- Add appointment
/reports/appointments on fapi.ambivo.com.
- Add invoice
/crm/invoices on fapi.ambivo.com.
- Add order
/crm/orders on fapi.ambivo.com.
- Add task
/crm/tasks on fapi.ambivo.com.
- Create Contact
Creates a New Contact or returns an updated contact.
- Create Lead
Creates a New Lead or returns an updated lead.
- Delete task
/crm/tasks/{task_id} on fapi.ambivo.com.
- List accounts
/crm/accounts on fapi.ambivo.com.
- List appointments
Lists appointments in the Ambivo account.
- List contacts
/crm/contacts on fapi.ambivo.com.
- List invoices
Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.
- List leads
/crm/leads on fapi.ambivo.com.
- List orders
Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.
- Update account
/crm/accounts/{account_id} on fapi.ambivo.com.
- Update contact
/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.
- Update invoice
/crm/invoices/{invoice_id} on fapi.ambivo.com.
- Update lead
/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.
- Update order
/crm/orders/{order_id} on fapi.ambivo.com.
- Update task
/crm/tasks/{task_id} on fapi.ambivo.com.
- Contract Signed
Triggers when a contract is signed by all signers.
- Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
- Signer Declined Signature
Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
- Signer Viewed Contract
Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
- Add Signer
Add a new signer to an existing contract.
- Add Template
Create a new reusable contract template.
- Create Contract
Creates a new contract.
- Delete Signer
Remove a signer from a contract that has not yet signed.
- Delete Template
Delete a contract template.
- Get Contract
Retrieve a contract's current status, signer states, and metadata.
- Get Template
Retrieve a contract template's details.
- List Templates
List all contract templates in the account.
- Send Contract Draft
Send a previously created draft contract to its signers.
- Update Template
Update an existing contract template's title or settings.
- Withdraw Contract
Withdraw (cancel) a contract that has been sent but not fully signed.
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
Ambivo and eSignatures, 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 eSignatures when something happens in Ambivo?
Any of eSignatures's 11 actions, including Create Contract, Send Contract Draft, Update Template and Add Signer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from eSignatures to Ambivo?
Yes. When something happens in eSignatures, your agent can act in Ambivo too. This page covers both directions: eSignatures's triggers and Ambivo's actions are listed here as well.
Do I have to build a connector for Ambivo or eSignatures?
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 eSignatures 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.