--- title: "Connect Datalyse and eSignatures - APIANT.ai" description: "When \"Lead Updated\" fires in Datalyse, your agent runs \"Add Signer\" in eSignatures." canonical: "https://apiant.ai/connect/datalyse-to-esignatures" --- # Connect Datalyse and eSignatures When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **Add Signer** in [eSignatures](https://apiant.ai/connections/esignatures), or **Contract Signed** in eSignatures to **Add Note to an Existing Lead** in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running. Datalyse **2** triggers Datalyse **6** actions eSignatures **4** triggers eSignatures **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 Datalyse and eSignatures 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 Datalyse and eSignatures can do together ### From Datalyse to eSignatures - When **Lead Updated** in Datalyse then **Add Signer** in eSignatures - When **New Lead** in Datalyse then **Add Template** in eSignatures ### From eSignatures to Datalyse - When **Contract Signed** in eSignatures then **Add Note to an Existing Lead** in Datalyse - When **Contract Withdrawn** in eSignatures then **Create New Lead** in Datalyse 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 Datalyse and eSignatures ## Triggers and actions 6 triggers · 17 actions - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. - Trigger **Contract Signed** Triggers when a contract is signed by all signers. - Trigger **Contract Withdrawn** Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn". - Trigger **Signer Declined Signature** Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature". - Trigger **Signer Viewed Contract** Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract". - Action **Add Signer** Add a new signer to an existing contract. - Action **Add Template** Create a new reusable contract template. - Action **Create Contract** Creates a new contract. - Action **Delete Signer** Remove a signer from a contract that has not yet signed. - Action **Delete Template** Delete a contract template. - Action **Get Contract** Retrieve a contract's current status, signer states, and metadata. - Action **Get Template** Retrieve a contract template's details. - Action **List Templates** List all contract templates in the account. - Action **Send Contract Draft** Send a previously created draft contract to its signers. - Action **Update Template** Update an existing contract template's title or settings. - Action **Withdraw Contract** Withdraw (cancel) a contract that has been sent but not fully signed. ## Each app on its own - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) - [ **eSignatures** ESignatures.io is a tool used for signing mobile friendly contracts over the web.](https://apiant.ai/connections/esignatures) Reviews ## What our customers say ## More from Datalyse - [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot) - [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce) - [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack) - [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets) - [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail) - [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar) ## More into eSignatures - [ **Gmail to eSignatures** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-esignatures) - [ **Google Drive to eSignatures** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-esignatures) - [ **ActiveCampaign to eSignatures** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-esignatures) - [ **Airtable to eSignatures** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-esignatures) - [ **Asana to eSignatures** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-esignatures) - [ **ClickUp to eSignatures** 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-esignatures) Questions ## Datalyse and eSignatures, answered ### ### What can start an automation from Datalyse? Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in eSignatures when something happens in Datalyse? Any of eSignatures's 11 actions, including Create Contract, Send Contract Draft, Update Template and Add Signer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from eSignatures to Datalyse? Yes. When something happens in eSignatures, your agent can act in Datalyse too. This page covers both directions: eSignatures's triggers and Datalyse's actions are listed here as well. ### ### Do I have to build a connector for Datalyse or eSignatures? 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 Datalyse and eSignatures 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.