--- title: "Connect Apollo and eSignatures - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Add Signer\" in eSignatures, or \"Contract Signed\" in eSignatures to \"Create Contact\" in Apollo." canonical: "https://apiant.ai/connect/apollo-to-esignatures" --- # Connect Apollo and eSignatures When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Add Signer** in [eSignatures](https://apiant.ai/connections/esignatures), or **Contract Signed** in eSignatures to **Create Contact** in Apollo. Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** 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 Apollo 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 Apollo and eSignatures can do together ### From Apollo to eSignatures - When **Account Updated** in Apollo then **Add Signer** in eSignatures - When **Contact Updated** in Apollo then **Add Template** in eSignatures ### From eSignatures to Apollo - When **Contract Signed** in eSignatures then **Create Contact** in Apollo - When **Contract Withdrawn** in eSignatures then **Create Deal** in Apollo 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 Apollo and eSignatures ## Triggers and actions 8 triggers · 21 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - 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 - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **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 Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## 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 ## Apollo and eSignatures, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New 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 Apollo? 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 Apollo? Yes. When something happens in eSignatures, your agent can act in Apollo too. This page covers both directions: eSignatures's triggers and Apollo's actions are listed here as well. ### ### Do I have to build a connector for Apollo 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 Apollo 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.