Integration
Connect Contractbook to Reach 360
When New Draft fires in Contractbook, your agent runs Find a User in Reach 360. Describe the whole flow 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 Contractbook and Reach 360 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Contractbook can start in Reach 360
When New Draft in Contractbook
then Find a User in Reach 360
When New Template in Contractbook
then Get user in Reach 360
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 Reach 360
Triggers and actions 3 triggers · 11 actions
Trigger
Draft EditedTriggers when a draft document in Contractbook is edited.
Trigger
New DraftTriggers when a new draft document is created in Contractbook.
Trigger
New TemplateTriggers when a new template is added to your Contractbook account.
Action
Create ContractCreates 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 PartiesCreates a new contract from a Contractbook template, with the parties and signees you specify.
Action
Create DraftCreates a new draft document from a Contractbook template, without sending it for signature.
Action
Create Draft With Custom PartiesCreates a draft document from a template with the parties and signees you specify, without sending it for signature.
Action
Get DocumentReturns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.
Action
Create InvitationSends an invitation to a person to join your Reach 360 team, optionally with their name and the groups they should join.
Action
Find an InvitationFinds pending Reach 360 invitations for an email address.
Action
Find a UserFinds a Reach 360 user by email address and returns their profile, role and report links.
Action
Get learner reportReturns the courses a Reach 360 learner is enrolled in, with status, progress, quiz score, due and completion dates for each.
Action
Get userReturns the details of a single Reach 360 user, including email, name, role and last activity time.
Action
List usersReturns the users in your Reach 360 account, optionally only those with a given email address.
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
More from Contractbook
Contractbook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Contractbook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Contractbook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Contractbook to Google SheetsGoogle Sheets
Contractbook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Contractbook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Reach 360
HubSpot to Reach 360HubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Reach 360Salesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Reach 360Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Reach 360Google Sheets
Gmail to Reach 360Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Reach 360Google Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Contractbook and Reach 360, 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 Reach 360 when something happens in Contractbook?
Any of Reach 360's 6 actions, including Create Invitation, Find an Invitation, Find a User and Get learner report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Reach 360 to Contractbook?
Reach 360 has no triggers in the catalog today, so automations start in Contractbook. If you need the other direction, ask: your agent reads Reach 360's API documentation and adds it.
Do I have to build a connector for Contractbook or Reach 360?
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 Reach 360 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.