--- title: "Connect Aplos and eSignatures - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add Signer\" in eSignatures, or \"Contract Signed\" in eSignatures to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-esignatures" --- # Connect Aplos and eSignatures When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Add Signer** in [eSignatures](https://apiant.ai/connections/esignatures), or **Contract Signed** in eSignatures to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions eSignatures **4** triggers eSignatures **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 Aplos and eSignatures 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 Aplos and eSignatures can do together ### From Aplos to eSignatures - When **New contact** in Aplos then **Add Signer** in eSignatures - When **New contribution** in Aplos then **Add Template** in eSignatures ### From eSignatures to Aplos - When **Contract Signed** in eSignatures then **Find contacts** in Aplos - When **Contract Withdrawn** in eSignatures then **Get contact** in Aplos 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 Aplos and eSignatures ## Triggers and actions 7 triggers · 24 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **Contract Signed** Triggers when a contract is signed by all signers. - Trigger **Contract Withdrawn** Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn". - Trigger **Signer Declined Signature** Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature". - Trigger **Signer Viewed Contract** Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract". - Action **Add Signer** Add a new signer to an existing contract. - Action **Add Template** Create a new reusable contract template. - Action **Create Contract** Creates a new contract. - Action **Delete Signer** Remove a signer from a contract that has not yet signed. - Action **Delete Template** Delete a contract template. - Action **Get Contract** Retrieve a contract's current status, signer states, and metadata. - Action **Get Template** Retrieve a contract template's details. - Action **List Templates** List all contract templates in the account. - Action **Send Contract Draft** Send a previously created draft contract to its signers. - Action **Update Template** Update an existing contract template's title or settings. - Action **Withdraw Contract** Withdraw (cancel) a contract that has been sent but not fully signed. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **eSignatures** ESignatures.io is a tool used for signing mobile friendly contracts over the web.](https://apiant.ai/connections/esignatures) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into eSignatures - [ **Gmail to eSignatures** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-esignatures) - [ **Google Drive to eSignatures** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-esignatures) - [ **ActiveCampaign to eSignatures** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-esignatures) - [ **Airtable to eSignatures** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-esignatures) - [ **Asana to eSignatures** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-esignatures) - [ **ClickUp to eSignatures** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-esignatures) Questions ## Aplos and eSignatures, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in eSignatures when something happens in Aplos? 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 Aplos? Yes. When something happens in eSignatures, your agent can act in Aplos too. This page covers both directions: eSignatures's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos 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 Aplos 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.