Integration
Connect CRM PipeRun to SignRequest
When New Activity fires in CRM PipeRun, your agent runs Add document in SignRequest. 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 CRM PipeRun and SignRequest 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 PipeRun can start in SignRequest
When New Activity in CRM PipeRun
then Add document in SignRequest
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 PipeRun and SignRequest
Triggers and actions 8 triggers · 29 actions
- Lost Deal
Triggers when a PipeRun deal is marked as lost.
- New Activity
Triggers when a new activity is created in PipeRun.
- New Company
Triggers when a new company is created in PipeRun.
- New Deal
Triggers when a new deal is created in PipeRun.
- New Items
Triggers when a new product, service or MRR item is created in PipeRun.
- New Person
Triggers when a new person (contact) is created in PipeRun.
- Updated Deal
Triggers when a deal in PipeRun is updated.
- Won Deal
Triggers when a PipeRun deal is marked as won.
- Add Deal
Creates a new deal in a PipeRun pipeline stage.
- Add note
Adds a note in PipeRun, optionally linked to a deal, company, person or call.
- Create Activity
Creates a new activity (task, call, meeting) in PipeRun.
- Create Company
Creates a new company in PipeRun.
- Create Item
Creates a new product, service or recurring (MRR) item in PipeRun.
- Create Person
Creates a new person (contact) in PipeRun.
- Create Proposal
Creates a new proposal on a PipeRun deal.
- Find companies
Searches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
- Find deals
Finds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
- Find people
Searches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
- Get deal
Returns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
- Update activity
Updates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
- Update company
Updates an existing company in PipeRun. Only the fields you fill in are changed.
- Update deal
Updates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
- Update item
Updates a product, service or recurring (MRR) item in your PipeRun catalog.
- Update person
Updates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.
- Add document
Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.
- Add document attachment
Attaches a file to an existing SignRequest document, from a public link or from the file's contents.
- Cancel SignRequest
Cancels a SignRequest that is still pending, so its signers can no longer sign the document.
- Delete document
Deletes a document from your SignRequest team.
- Find documents by criteria
Returns up to 100 SignRequest documents that match a search query, document name, signer email, status or ownership filter, newest or best match first.
- Get document
Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.
- Get SignRequest
Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.
- List documents
Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.
- List SignRequests
Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.
- List templates
Returns the templates available to your SignRequest team, with each template's name, ID and signer setup.
- Resend SignRequest
Resends the signature request email to the signers of an existing SignRequest who have not yet signed.
- Send SignRequest
Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.
- Send SignRequest From Template
Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.
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 PipeRun and SignRequest, answered
What can start an automation from CRM PipeRun?
Any of CRM PipeRun's 8 triggers in the catalog, including New Activity, New Company, New Deal and New Items. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignRequest when something happens in CRM PipeRun?
Any of SignRequest's 13 actions, including Send SignRequest, Send SignRequest From Template, Add document and Add document attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignRequest to CRM PipeRun?
SignRequest has no triggers in the catalog today, so automations start in CRM PipeRun. If you need the other direction, ask: your agent reads SignRequest's API documentation and adds it.
Do I have to build a connector for CRM PipeRun or SignRequest?
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 CRM PipeRun and SignRequest 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.