Integration
Connect Apptoto and DocuSign
When something happens in Apptoto or DocuSign, your agent does the next thing in the other. Describe it 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 Apptoto and DocuSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Apptoto and DocuSign can do together
From Apptoto to DocuSign
When Participant Reminder State Changed in Apptoto
then Add Envelope Recipients in DocuSign
When Participant Reminder State Changed in Apptoto
then Create Envelope in DocuSign
From DocuSign to Apptoto
When New envelope sent in DocuSign
then Add opt-out list entry in Apptoto
When New envelope sent in DocuSign
then Create or Update Event in Apptoto
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 Apptoto and DocuSign
Triggers and actions 2 triggers · 30 actions
Trigger
Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Action
Add opt-out list entryAdd entry to opt-in/opt-out list.
Action
Create or Update EventCreates or updates an event in Apptoto
Action
Find a ContactReturns the contacts that match the specified search query.
Action
Find an EventSearch for event in Apptoto
Action
List calendarsList calendars.
Action
List opt-out list entriesReturns the phone numbers or email addresses on one of your Apptoto opt-out or opt-in lists.
Action
Remove ContactRemoves a contact in Apptoto
Action
Remove EventRemoves an event in Apptoto
Action
Update event stateMark an event (e.g. confirmed/cancelled).
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
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
What our customers say
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Questions
Apptoto and DocuSign, answered
What can start an automation from Apptoto?
Any of Apptoto's 1 trigger in the catalog, including Participant Reminder State Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuSign when something happens in Apptoto?
Any of DocuSign's 21 actions, including Create Envelope, Create Envelope From Template, Create Recipient View and Send Envelope. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuSign to Apptoto?
Yes. When something happens in DocuSign, your agent can act in Apptoto too. This page covers both directions: DocuSign's triggers and Apptoto's actions are listed here as well.
Do I have to build a connector for Apptoto or DocuSign?
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.
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.