--- title: "Connect CentralStationCRM to Clicksign - APIANT.ai" description: "When \"New Company\" fires in CentralStationCRM, your agent runs \"Notifications Email\" in Clicksign." canonical: "https://apiant.ai/connect/centralstationcrm-to-clicksign" --- # Connect CentralStationCRM to Clicksign When **New Company** fires in [CentralStationCRM](https://apiant.ai/connections/centralstationcrm), your agent runs **Notifications Email** in [Clicksign](https://apiant.ai/connections/clicksign). Describe the whole flow and it is built, tested on every scenario and kept running. CentralStationCRM **4** triggers CentralStationCRM **15** actions Clicksign **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 CentralStationCRM and Clicksign 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 CentralStationCRM can start in Clicksign - When **New Company** in CentralStationCRM then **Notifications Email** in Clicksign - When **New Deal** in CentralStationCRM then **View Document** in Clicksign 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 CentralStationCRM and Clicksign ## Triggers and actions 4 triggers · 26 actions - Trigger **New Company** Triggered when a new company is created in CentralStationCRM. - Trigger **New Deal** Triggered when a new deal is created in CentralStationCRM. - Trigger **New Person** Triggered when a new person (contact) is created in CentralStationCRM. - Trigger **New Task** Triggered when a new task is created in CentralStationCRM. - Action **Create Company** Creates a company in CentralStationCRM. - Action **Create Deal** Creates a deal in CentralStationCRM. - Action **Create Person** Creates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details. - Action **Create Task** Creates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details. - Action **Find Company** Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches). - Action **Find Person** Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches). - Action **Get Company** Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values. - Action **Get Deal** Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values. - Action **List Companies** Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps. - Action **List Deals** Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company. - Action **List People** Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes. - Action **List Tasks** Returns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to. - Action **Update Company** Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed. - Action **Update Deal** Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed. - Action **Update Person** Updates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed. - Action **Create Signer** Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents. - Action **Delete Document** Deletes a draft document from a Clicksign envelope. - Action **Delete Signer** Deletes a signer from an envelope, as long as the signer has not started signing. - Action **List Documents** Returns the documents in a Clicksign envelope, with each document's status, file name and download link. - Action **List Templates** Returns the document templates (modelos) in your Clicksign account. - Action **Notifications Email** Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified. - Action **Notifications SMS** Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message. - Action **Notifications WhatsApp** Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified. - Action **Remove Signer From Document** Removes a signer who has not yet started signing from a Clicksign envelope. - Action **View Document** Returns the current details and status of a document inside a Clicksign envelope. - Action **View Signer** Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences. ## Each app on its own - [ **CentralStationCRM** CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you...](https://apiant.ai/connections/centralstationcrm) - [ **Clicksign** Clicksign is an electronic document signing platform that meets the requirements of integrity, authenticity...](https://apiant.ai/connections/clicksign) Reviews ## What our customers say ## More from CentralStationCRM - [ **CentralStationCRM to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/centralstationcrm-to-google-drive) - [ **CentralStationCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/centralstationcrm-to-hubspot) - [ **CentralStationCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/centralstationcrm-to-salesforce) - [ **CentralStationCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/centralstationcrm-to-slack) - [ **CentralStationCRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/centralstationcrm-to-google-sheets) - [ **CentralStationCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/centralstationcrm-to-gmail) ## More into Clicksign - [ **HubSpot to Clicksign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clicksign) - [ **Salesforce to Clicksign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clicksign) - [ **Slack to Clicksign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clicksign) - [ **Google Sheets to Clicksign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clicksign) - [ **Gmail to Clicksign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clicksign) - [ **Google Calendar to Clicksign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-clicksign) Questions ## CentralStationCRM and Clicksign, answered ### ### What can start an automation from CentralStationCRM? Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clicksign when something happens in CentralStationCRM? Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clicksign to CentralStationCRM? Clicksign has no triggers in the catalog today, so automations start in CentralStationCRM. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it. ### ### Do I have to build a connector for CentralStationCRM or Clicksign? 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 CentralStationCRM and Clicksign 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.