Integration
Connect CleverReach to BoldSign
When something happens in CleverReach, your agent does the next thing in BoldSign. 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 CleverReach and BoldSign 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 CleverReach can start in BoldSign
When New Campaign in CleverReach
then Add contact in BoldSign
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 CleverReach and BoldSign
Triggers and actions 3 triggers · 32 actions
- New Campaign
Triggers when a new mailing campaign is created.
- New Subscriber
Triggers when a new subscriber is added to a specified integration list.
- New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
- Add attribute
Create a global attribute.
- Add group
Create a group (receiver list).
- Add mailing
Create a mailing.
- Add Order Item
Add a new order item for subscriber.
- Add subscriber tags
Add tags to a receiver.
- Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
- Delete group
Delete a group (receiver list).
- Delete subscriber
Delete a receiver from a group.
- Delete subscriber tags
Remove tags from a receiver.
- Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
- Get group
Get a group (receiver list) by id.
- Get mailing
Get a mailing by id.
- Get subscriber
Get a receiver by id or email.
- List attributes
List attributes.
- List groups
List all groups (receiver lists).
- List mailings
List mailings.
- List subscribers
List receivers in a group.
- Unsubscribe Email
Unsubscribes an email address from a selected list.
- Update group
Update a group (receiver list).
- Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
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
CleverReach and BoldSign, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in CleverReach?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to CleverReach?
BoldSign has no triggers in the catalog today, so automations start in CleverReach. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for CleverReach or BoldSign?
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.