--- title: "Connect Contractbook and Customer.guru - APIANT.ai" description: "When \"New Draft\" fires in Contractbook, your agent runs \"Find Customer\" in Customer.guru." canonical: "https://apiant.ai/connect/contractbook-to-customer-guru" --- # Connect Contractbook and Customer.guru When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Find Customer** in [Customer.guru](https://apiant.ai/connections/customer-guru), or **New Rating** in Customer.guru to **Get Document** in Contractbook. Describe the whole flow and it is built, tested on every scenario and kept running. Contractbook **3** triggers Contractbook **5** actions Customer.guru **1** trigger Customer.guru **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Contractbook and Customer.guru 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 Contractbook and Customer.guru can do together ### From Contractbook to Customer.guru - When **New Draft** in Contractbook then **Find Customer** in Customer.guru - When **New Template** in Contractbook then **Schedule Survey** in Customer.guru ### From Customer.guru to Contractbook - When **New Rating** in Customer.guru then **Get Document** in Contractbook - When **New Rating** in Customer.guru then **Create Contract** in Contractbook 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 Contractbook and Customer.guru ## Triggers and actions 4 triggers · 7 actions - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings. - Action **Create Contract With Custom Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. - Trigger **New Rating** Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email. - Action **Find Customer** Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed. - Action **Schedule Survey** Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out. ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **Customer.guru** Customer.guru is an easy-to-setup tool for measuring customer satisfaction using Net Promoter Score.](https://apiant.ai/connections/customer-guru) Reviews ## What our customers say ## More from Contractbook - [ **Contractbook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contractbook-to-hubspot) - [ **Contractbook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contractbook-to-salesforce) - [ **Contractbook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contractbook-to-slack) - [ **Contractbook to Google Sheets** Google Sheets](https://apiant.ai/connect/contractbook-to-google-sheets) - [ **Contractbook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contractbook-to-gmail) - [ **Contractbook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/contractbook-to-google-calendar) ## More into Customer.guru - [ **ActiveCampaign to Customer.guru** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-customer-guru) - [ **Airtable to Customer.guru** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-customer-guru) - [ **Asana to Customer.guru** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-customer-guru) - [ **ClickUp to Customer.guru** 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-customer-guru) - [ **Brevo to Customer.guru** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-customer-guru) - [ **Calendly to Customer.guru** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-customer-guru) Questions ## Contractbook and Customer.guru, answered ### ### What can start an automation from Contractbook? Any of Contractbook's 3 triggers in the catalog, including New Draft, New Template and Draft Edited. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer.guru when something happens in Contractbook? Any of Customer.guru's 2 actions, including Find Customer and Schedule Survey. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer.guru to Contractbook? Yes. When something happens in Customer.guru, your agent can act in Contractbook too. This page covers both directions: Customer.guru's triggers and Contractbook's actions are listed here as well. ### ### Do I have to build a connector for Contractbook or Customer.guru? 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 Contractbook and Customer.guru 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.