Integration
Connect CRM in Cloud and Zipzign
When something happens in CRM in Cloud or Zipzign, your agent does the next thing in the other. 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 CRM in Cloud and Zipzign 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 CRM in Cloud and Zipzign can do together
From CRM in Cloud to Zipzign
When New or Updated Company in CRM in Cloud
then Add document in Zipzign
From Zipzign to CRM in Cloud
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 CRM in Cloud and Zipzign
Triggers and actions 6 triggers · 13 actions
- New or Updated Company
Triggers when a given action is performed on Company.
- New or Updated Contact
Triggers when a given action is performed on Contact.
- New or Updated Lead
Triggers when a given action is performed on Lead.
- New or Updated Opportunity
Triggers when a given action is performed on Opportunity.
- Create or Update Activity
Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity.
- Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
- Create or Update Opportunity
Creates a new Opportunity, or update an exising one specifying its ID field value.
- Find Anagraphic Emails in List
Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type.
- Find Company
Returns up to 100 companies that match the specified search filter.
- Document signed
Fires when every signer on a ZipZign signable document has signed (the document.signed webhook event). Other ZipZign events delivered to the same endpoint are ignored.
- New document created
Fires when a document is created; delivered via the document.created webhook event.
- Add document
Create a new document (readable, signable, or payable)
- Delete document
Marks a ZipZign document as deleted. Recipients then see a "no longer available" page. Documents that have been paid or signed cannot be deleted.
- Get document
Fetches a document by ID, including its status, PDF link, signers, payment details and metadata. An error occurs if the document is not found.
- Submit signature
Submits a signer's signature for a signable document using the signer's token from their signing link.
- Update document
Replaces a document's content (HTML, template or PDF) and resets it to its active status, or renames it when only a name is given.
- Verify integrity
Checks whether a signed document has been tampered with by comparing its current SHA-256 hash to the one recorded at signing time.
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
CRM in Cloud and Zipzign, answered
What can start an automation from CRM in Cloud?
Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Zipzign when something happens in CRM in Cloud?
Any of Zipzign's 6 actions, including Update document, Add document, Get document and Submit signature. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zipzign to CRM in Cloud?
Yes. When something happens in Zipzign, your agent can act in CRM in Cloud too. This page covers both directions: Zipzign's triggers and CRM in Cloud's actions are listed here as well.
Do I have to build a connector for CRM in Cloud or Zipzign?
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.