---
title: "Connect Contractbook and HeyReach - APIANT.ai"
description: "When \"New Draft\" fires in Contractbook, your agent runs \"Add Lead to List\" in HeyReach."
canonical: "https://apiant.ai/connect/contractbook-to-heyreach"
---

# Connect Contractbook and HeyReach

When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Add Lead to List** in [HeyReach](https://apiant.ai/connections/heyreach), or **Campaign Completed** in HeyReach 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 HeyReach **2** triggers HeyReach **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 Contractbook and HeyReach 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 HeyReach can do together

### From Contractbook to HeyReach

- When **New Draft** in Contractbook then **Add Lead to List** in HeyReach
- When **New Template** in Contractbook then **Get Campaigns for Lead** in HeyReach

### From HeyReach to Contractbook

- When **Campaign Completed** in HeyReach then **Get Document** in Contractbook
- When **Connection Request Sent** in HeyReach 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 HeyReach

## Triggers and actions 5 triggers · 16 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

**Campaign Completed**

Triggers when a campaign finishes.

- Trigger

**Connection Request Sent**

Triggers when you send a connection request.

- Action

**Add Lead to List**

Adds a lead to an existing list

- Action

**Create Empty List**

Creates an empty list in HeyReach

- Action

**Delete Lead From List**

Deletes the lead from the HeyReach list

- Action

**Get Campaigns for Lead**

Gets the campaigns the lead is a part of

- Action

**Get Conversations**

Gets conversations from HeyReach

- Action

**Get Lead Details**

Gets details for the given lead

- Action

**Get Leads From List**

Gets leads from a HeyReach list

- Action

**Get LinkedIn Senders**

Gets the sender accounts connected to HeyReach

- Action

**Get List by Id**

Gets a list from HeyReach

- Action

**Get Lists**

Gets lists from HeyReach

- Action

**Get Overall Stats**

Gets the HeyReach analytics, similar to the Dashboard

## Each app on its own

- [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook)
- [ **HeyReach** HeyReach is a multi-account outreach platform for teams and agencies.](https://apiant.ai/connections/heyreach)

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 HeyReach

- [ **HubSpot to HeyReach** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-heyreach)
- [ **Google Sheets to HeyReach** Google Sheets](https://apiant.ai/connect/google-sheets-to-heyreach)
- [ **Gmail to HeyReach** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heyreach)
- [ **Google Calendar to HeyReach** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heyreach)
- [ **Google Drive to HeyReach** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-heyreach)
- [ **ActiveCampaign to HeyReach** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-heyreach)

Questions

## Contractbook and HeyReach, 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 HeyReach when something happens in Contractbook?

Any of HeyReach's 11 actions, including Create Empty List, Add Lead to List, Get Campaigns for Lead and Get Conversations. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from HeyReach to Contractbook?

Yes. When something happens in HeyReach, your agent can act in Contractbook too. This page covers both directions: HeyReach's triggers and Contractbook's actions are listed here as well.

###

### Do I have to build a connector for Contractbook or HeyReach?

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 HeyReach 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.