Integration
Connect DocuSign and Ninety
When something happens in DocuSign or Ninety, 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 DocuSign and Ninety 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 DocuSign and Ninety can do together
From DocuSign to Ninety
When New envelope sent in DocuSign
then Create Issue in Ninety
When New envelope sent in DocuSign
then Create Milestone in Ninety
From Ninety to DocuSign
When New Issue Created in Ninety
then Add Envelope Recipients in DocuSign
When New Measurable in Ninety
then Create Envelope in DocuSign
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 DocuSign and Ninety
Triggers and actions 5 triggers · 42 actions
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
Trigger
New Issue CreatedTriggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.
Trigger
New MeasurableTriggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.
Trigger
New TeamTriggered when a new team is created in your Ninety company.
Trigger
To-Do Created, Updated, or DeletedTriggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.
Action
Create IssueCreates an issue on a Ninety team's issues list.
Action
Create MilestoneCreates a milestone on a Ninety rock, with a title and due date.
Action
Create RockCreates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.
Action
Create To-DoCreates a to-do on a Ninety team, with a due date and optional description.
Action
Delete IssueDeletes an existing Issue in Ninety by its ID.
Action
Delete Measurable NoteDeletes the note on a Measurable for one scorecard period.
Action
Delete Measurable ScoreDeletes the score on a Measurable for one scorecard period.
Action
Delete RockDeletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.
Action
Delete To-DoDeletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.
Action
Find IssueSearches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.
Action
Find MeasurableSearches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.
Action
Find MilestoneSearches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.
Action
Find RockSearches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.
Action
Find TeamReturns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.
Action
Find To-DoSearches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.
Action
Update IssueChanges an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.
Action
Update Measurable NoteSaves the note on a Ninety scorecard measurable for one period, replacing any note already there.
Action
Update Measurable ScoreRecords the score on a Ninety scorecard measurable for one period, replacing any score already there.
Action
Update MilestoneChanges an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.
Action
Update RockChanges an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.
Action
Update To-DoChanges an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.
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
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Questions
DocuSign and Ninety, answered
What can start an automation from DocuSign?
Any of DocuSign's 1 trigger in the catalog, including New envelope sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ninety when something happens in DocuSign?
Any of Ninety's 21 actions, including Create Issue, Create Milestone, Create Rock and Create To-Do. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ninety to DocuSign?
Yes. When something happens in Ninety, your agent can act in DocuSign too. This page covers both directions: Ninety's triggers and DocuSign's actions are listed here as well.
Do I have to build a connector for DocuSign or Ninety?
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.