--- title: "Connect ChargeOver and Foxit eSign - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Add folder from PDFs\" in Foxit eSign." canonical: "https://apiant.ai/connect/chargeover-to-foxit-esign" --- # Connect ChargeOver and Foxit eSign When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add folder from PDFs** in [Foxit eSign](https://apiant.ai/connections/foxit-esign), or **Document Cancelled** in Foxit eSign to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Foxit eSign **2** triggers Foxit eSign **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Foxit eSign 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 ChargeOver and Foxit eSign can do together ### From ChargeOver to Foxit eSign - When **Contact Was Updated** in ChargeOver then **Add folder from PDFs** in Foxit eSign - When **Contact Was Updated** in ChargeOver then **Send signature reminder** in Foxit eSign ### From Foxit eSign to ChargeOver - When **Document Cancelled** in Foxit eSign then **Create a Contact** in ChargeOver - When **Document Deleted** in Foxit eSign then **Create a Customer** in ChargeOver 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 ChargeOver and Foxit eSign ## Triggers and actions 3 triggers ยท 25 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **Document Cancelled** Triggers when a recipient cancels or declines a Foxit eSign envelope (folder). - Trigger **Document Deleted** Triggers when a Foxit eSign envelope (folder) is deleted. - Action **Add folder from PDFs** Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions. - Action **Cancel folder** Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history. - Action **Find folders by status and date** Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft. - Action **Get folder** Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties. - Action **Send signature reminder** Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Foxit eSign** Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and...](https://apiant.ai/connections/foxit-esign) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Foxit eSign - [ **ActiveCampaign to Foxit eSign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-foxit-esign) - [ **Airtable to Foxit eSign** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-foxit-esign) - [ **Asana to Foxit eSign** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-foxit-esign) - [ **ClickUp to Foxit eSign** 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-foxit-esign) - [ **Discord to Foxit eSign** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-foxit-esign) - [ **Brevo to Foxit eSign** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-foxit-esign) Questions ## ChargeOver and Foxit eSign, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Foxit eSign when something happens in ChargeOver? Any of Foxit eSign's 5 actions, including Send signature reminder, Add folder from PDFs, Find folders by status and date and Get folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Foxit eSign to ChargeOver? Yes. When something happens in Foxit eSign, your agent can act in ChargeOver too. This page covers both directions: Foxit eSign's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Foxit eSign? 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 ChargeOver and Foxit eSign 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.