--- title: "Connect Attio and SignWell - APIANT.ai" description: "When \"List Entry Created\" fires in Attio, your agent runs \"Create Document From Template\" in SignWell." canonical: "https://apiant.ai/connect/attio-to-signwell" --- # Connect Attio and SignWell When **List Entry Created** fires in [Attio](https://apiant.ai/connections/attio), your agent runs **Create Document From Template** in [SignWell](https://apiant.ai/connections/signwell), or **Document Completed** in SignWell to **Update Record** in Attio. Describe the whole flow and it is built, tested on every scenario and kept running. Attio **7** triggers Attio **13** actions SignWell **3** triggers SignWell **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Attio and SignWell 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) Attio holds the records and lists your team works from, and SignWell handles the signing. Connecting them means a contract can go out from an Attio list entry or a stage change, and the signed result can come back as an updated record, a note or a task for the owner. The agent builds the setup, tests every scenario and keeps it running. Example flows ## What Attio and SignWell can do together ### From Attio to SignWell - When **List Entry Created** in Attio then **Create Document From Template** in SignWell ### From SignWell to Attio - When **Document Completed** in SignWell then **Update Record** in Attio - When **Document Viewed** in SignWell then **Create or Update List Entry by Parent Record** in Attio 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 Attio and SignWell ## Triggers and actions 10 triggers · 14 actions - Trigger **List Entry Created** Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off. - Trigger **List Entry Deleted** Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at. - Trigger **List Entry Updated** Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed. - Trigger **Record Created** Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to. - Trigger **Record Deleted** Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to. - Trigger **Record Updated** Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed. - Trigger **Task Created** Triggers when a new task is created in Attio, giving you the new task's ID and who created it. - Action **Create List Entry** Adds a record to an Attio list as a new list entry and returns the entry. - Action **Create Note** Creates a note on an Attio record and returns the new note. - Action **Create or Update List Entry by Parent Record** Adds a record to an Attio list, or updates its existing entry if it is already on the list. - Action **Create or Update Record** Creates a record in Attio, or updates the existing record that matches on the chosen field. - Action **Create Record** Creates a new record on the chosen Attio object and returns it. - Action **Create Storage Location** Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive. - Action **Create Task** Creates a task in Attio, optionally linked to a record and assigned to a workspace member. - Action **Delete List Entry** Removes an entry from an Attio list. - Action **Find List Entries** Returns the entries on an Attio list. - Action **Find Records** Searches records on the chosen Attio object and returns the matches. - Action **Update List Entry** Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched. - Action **Update Record** Updates the field values on an existing Attio record. Fields you leave blank are left untouched. - Action **Update Task** Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed. - Trigger **Document Completed** Triggers when a document has been completed. - Trigger **Document Sent** Triggers when a document is sent. - Trigger **Document Viewed** Triggers when a signer views a document for the first time. - Action **Create Document From Template** Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan. ## Each app on its own - [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio) - [ **SignWell** SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...](https://apiant.ai/connections/signwell) Reviews ## What our customers say ## More from Attio - [ **Attio to Amplitude** Amplitude is a product analytics service that makes it easier for companies to understand user behavior...](https://apiant.ai/connect/attio-to-amplitude) - [ **Attio to Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connect/attio-to-chargebee) - [ **Attio to Dreamdata** Dreamdata is a B2B revenue attribution platform.](https://apiant.ai/connect/attio-to-dreamdata) - [ **Attio to Fibery** Fibery is the first work management software that fits and grows with your company.](https://apiant.ai/connect/attio-to-fibery) - [ **Attio to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/attio-to-typesafe) - [ **Attio to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/attio-to-hubspot) ## More into SignWell - [ **HubSpot to SignWell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signwell) - [ **Salesforce to SignWell** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signwell) - [ **Gmail to SignWell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signwell) - [ **Google Calendar to SignWell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signwell) - [ **Mailchimp to SignWell** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-signwell) - [ **Shopify to SignWell** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-signwell) Questions ## Attio and SignWell, answered ### ### Can a document go out automatically when a deal reaches a certain stage in Attio? Yes. The Record Updated trigger in Attio fires when an attribute changes, and the agent checks the new value before running Create Document From Template in SignWell, so only records at the stage you name get a document. ### ### What can happen in Attio once a signer finishes or opens a document? SignWell's Document Completed and Document Viewed triggers can drive Attio actions such as Update Record, Create Note, Create Task or Create or Update List Entry by Parent Record. The agent matches the signer back to the right Attio record first using Find Records. ### ### What can start an automation from Attio? Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Updated and Record Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SignWell when something happens in Attio? Any of SignWell's 1 action, including Create Document From Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SignWell to Attio? Yes. When something happens in SignWell, your agent can act in Attio too. This page covers both directions: SignWell's triggers and Attio's actions are listed here as well. ### ### Do I have to build a connector for Attio or SignWell? 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 Attio and SignWell 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.