--- title: "Connect DoorLoop to BoldSign - APIANT.ai" description: "When \"New Expense\" fires in DoorLoop, your agent runs \"Add contact\" in BoldSign." canonical: "https://apiant.ai/connect/doorloop-to-boldsign" --- # Connect DoorLoop to BoldSign When **New Expense** fires in [DoorLoop](https://apiant.ai/connections/doorloop), your agent runs **Add contact** in [BoldSign](https://apiant.ai/connections/boldsign). Describe the whole flow and it is built, tested on every scenario and kept running. DoorLoop **13** triggers DoorLoop **6** actions BoldSign **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DoorLoop and BoldSign 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 DoorLoop can start in BoldSign - When **New Expense** in DoorLoop then **Add contact** in BoldSign - When **New Lease Charge** in DoorLoop then **Update contact** in BoldSign 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 DoorLoop and BoldSign ## Triggers and actions 13 triggers · 19 actions - Trigger **In Eviction** Triggers when a lease enters the eviction collections stage in DoorLoop. - Trigger **Lease Starting** Triggers when a lease's start date arrives (start dates within the last 7 days up to today). - Trigger **New Expense** Triggers when a new expense is recorded in DoorLoop. - Trigger **New Lease Charge** Triggers when a new charge is posted to a lease. - Trigger **New Owner** Triggers when a new owner is created in DoorLoop. - Trigger **New Property** Triggers when a new property is added in DoorLoop. - Trigger **New Prospect** Triggers when a new prospect is added in DoorLoop. - Trigger **New Returned Payment** Triggers when a lease payment is returned (reversed) in DoorLoop. - Trigger **New Task / Work Order** Triggers when a new task, work order, tenant request or owner request is created in DoorLoop. - Trigger **New Tenant or Prospect** Triggers when a new tenant or prospect is added in DoorLoop. - Trigger **New Vendor** Triggers when a new vendor is added in DoorLoop. - Trigger **New Vendor Bill** Triggers when a new vendor bill is created in DoorLoop. - Trigger **Tenant Moving Out** Triggers when a lease tenant is scheduled to move out within the next 7 days. - Action **Find Account** Finds accounts in the DoorLoop chart of accounts by name, type, designated purpose or parent account. - Action **Find Lease** Finds leases by name, with optional filters for property, unit, tenant, owner, portfolio, dates and status. Returns the matching leases. - Action **Find Lease Tenants** Finds the tenants on your leases by name or email, lease, property, portfolio, occupancy status or move-in/move-out dates. A tenant on several leases appears once per lease. - Action **Find Tenant or Prospect** Finds tenants and prospects by name or email, optionally narrowed by portfolio, property, unit, lease or tenant type. - Action **Find Unit** Finds units in DoorLoop by name, optionally narrowed by property, portfolio, owner or status. - Action **Find User** Finds DoorLoop users whose login email matches the email you supply. - Action **Add contact** Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address. - Action **Delete contact** Deletes a contact from your BoldSign organization by its contact ID. - Action **Delete document** Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead. - Action **Download document** Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps. - Action **Get contact** Returns the details of a BoldSign contact — name, email, company, job title and phone number. - Action **Get document** Returns the properties of a BoldSign document — its status, title, signers and timestamps. - Action **List contacts** Returns the contacts in your BoldSign organization, optionally filtered by a search keyword. - Action **List documents** Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range. - Action **List templates** Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand. - Action **Revoke document** Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers. - Action **Send document** Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id. - Action **Send document reminder** Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day. - Action **Update contact** Updates an existing BoldSign contact's name, email, phone number, job title and company. ## Each app on its own - [ **DoorLoop** DoorLoop is a powerful software for managing all your properties.](https://apiant.ai/connections/doorloop) - [ **BoldSign** BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from...](https://apiant.ai/connections/boldsign) Reviews ## What our customers say ## More from DoorLoop - [ **DoorLoop to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/doorloop-to-hubspot) - [ **DoorLoop to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/doorloop-to-salesforce) - [ **DoorLoop to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/doorloop-to-slack) - [ **DoorLoop to Google Sheets** Google Sheets](https://apiant.ai/connect/doorloop-to-google-sheets) - [ **DoorLoop to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/doorloop-to-gmail) - [ **DoorLoop to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/doorloop-to-google-calendar) ## More into BoldSign - [ **HubSpot to BoldSign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-boldsign) - [ **Salesforce to BoldSign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-boldsign) - [ **Slack to BoldSign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-boldsign) - [ **Google Sheets to BoldSign** Google Sheets](https://apiant.ai/connect/google-sheets-to-boldsign) - [ **Gmail to BoldSign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-boldsign) - [ **Google Calendar to BoldSign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-boldsign) Questions ## DoorLoop and BoldSign, answered ### ### What can start an automation from DoorLoop? Any of DoorLoop's 13 triggers in the catalog, including New Expense, New Lease Charge, New Owner and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BoldSign when something happens in DoorLoop? Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BoldSign to DoorLoop? BoldSign has no triggers in the catalog today, so automations start in DoorLoop. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it. ### ### Do I have to build a connector for DoorLoop or BoldSign? 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 DoorLoop and BoldSign 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.