--- title: "Connect Documenso to Sociocs - APIANT.ai" description: "When \"Document Completed\" fires in Documenso, your agent runs \"Add Contact\" in Sociocs." canonical: "https://apiant.ai/connect/documenso-to-sociocs" --- # Connect Documenso to Sociocs When **Document Completed** fires in [Documenso](https://apiant.ai/connections/documenso), your agent runs **Add Contact** in [Sociocs](https://apiant.ai/connections/sociocs). Describe the whole flow and it is built, tested on every scenario and kept running. Documenso **7** triggers Sociocs **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Documenso and Sociocs 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 Documenso can start in Sociocs - When **Document Completed** in Documenso then **Add Contact** in Sociocs - When **Document Created** in Documenso then **Add contact list** in Sociocs 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 Documenso and Sociocs ## Triggers and actions 7 triggers · 9 actions - Trigger **Document Cancelled** Fires on the DOCUMENT_CANCELLED webhook event when a document/envelope is cancelled/voided before completion. Part of Documenso's documented full document lifecycle webhook set. - Trigger **Document Completed** Triggers when a document is signed by all recipients. - Trigger **Document Created** Triggers when a new document is created. - Trigger **Document Opened** Triggers when a document is opened by a recipient. - Trigger **Document Rejected** Fires on the DOCUMENT_REJECTED webhook event when a recipient rejects/declines a document. Part of Documenso's documented full document lifecycle webhook set (created, sent, opened, signed, completed, rejected, cancelled). - Trigger **Document Sent** Triggers when a document is sent to recipient(s). - Trigger **Document Signed** Triggers when a document is signed by a recipient. - Action **Add Contact** Adds a contact by phone number, optionally to a contact list. If the phone number already exists, the existing contact is overwritten. - Action **Add contact list** Creates a new contact list in Sociocs. - Action **Delete contact** Deletes a contact identified by its phone number. - Action **Find contacts by criteria** Searches contacts by partial or full name or phone number and returns up to 20 matches, most relevant first. - Action **Get contact** Returns a Sociocs contact looked up by phone number. - Action **List contact lists** Returns all contact lists in your Sociocs account. - Action **List contacts** Returns the contacts in your Sociocs account, either all contacts or those in a specific contact list. - Action **List team members** Returns all the team members in your Sociocs account. - Action **Update contact** Updates an existing contact's name, country dial code or custom fields, identified by phone number. ## Each app on its own - [ **Documenso** Documenso is an open-source digital signing platform.](https://apiant.ai/connections/documenso) - [ **Sociocs** Sociocs is a customer communication tool for your business.](https://apiant.ai/connections/sociocs) Reviews ## What our customers say ## More from Documenso - [ **Documenso to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/documenso-to-slack) - [ **Documenso to Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/documenso-to-erpnext) - [ **Documenso to Resend** Resend is the email API for developers. It's designed for you to build, test, and send transactional and...](https://apiant.ai/connect/documenso-to-resend) - [ **Documenso to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/documenso-to-hubspot) - [ **Documenso to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/documenso-to-salesforce) - [ **Documenso to Google Sheets** Google Sheets](https://apiant.ai/connect/documenso-to-google-sheets) ## More into Sociocs - [ **HubSpot to Sociocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sociocs) - [ **Salesforce to Sociocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sociocs) - [ **Slack to Sociocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sociocs) - [ **Google Sheets to Sociocs** Google Sheets](https://apiant.ai/connect/google-sheets-to-sociocs) - [ **Gmail to Sociocs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sociocs) - [ **Google Calendar to Sociocs** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sociocs) Questions ## Documenso and Sociocs, answered ### ### What can start an automation from Documenso? Any of Documenso's 7 triggers in the catalog, including Document Completed, Document Created, Document Opened and Document Rejected. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sociocs when something happens in Documenso? Any of Sociocs's 9 actions, including Update contact, Add Contact, Add contact list and Find contacts by criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sociocs to Documenso? Sociocs has no triggers in the catalog today, so automations start in Documenso. If you need the other direction, ask: your agent reads Sociocs's API documentation and adds it. ### ### Do I have to build a connector for Documenso or Sociocs? 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 Documenso and Sociocs without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Sociocs 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.