Integration
Connect Dovetail and Xodo Sign
When New Project fires in Dovetail, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Add Contact in Dovetail. 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 Dovetail and Xodo Sign 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)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 Dovetail and Xodo Sign can do together
From Dovetail to Xodo Sign
When New Project in Dovetail
then Add document in Xodo Sign
From Xodo Sign to Dovetail
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 Dovetail and Xodo Sign
Triggers and actions 4 triggers ยท 13 actions
- New Project
Triggers when a new project is created
- New Published Insight
Triggers when a new insight is published.
- Updated Project
Triggers when a project is updated.
- Add Contact
Adds a contact to the contacts database.
- Add Data Point to Channel
Adds a data point to a channel.
- Add Data to Project
Adds data to an existing project.
- Add Insight to Project
Adds an insight to an existing project.
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- Add document
Create and send a new document for signature.
- Cancel document
Cancel an in-progress document's signature process (stops further signing without deleting it).
- Delete document
Permanently delete a document or template.
- List businesses
List the businesses (sub-accounts) available on this account.
- List documents
List the account's documents.
- List templates
List the account's saved templates.
- Reassign signer
Reassign a document's pending signature to a different signer email.
- Send reminder
Send a signature reminder to a pending signer on a document.
- Use Template
Sends a document created from a template in your eversign account.
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
Dovetail and Xodo Sign, answered
What can start an automation from Dovetail?
Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xodo Sign when something happens in Dovetail?
Any of Xodo Sign's 9 actions, including Send reminder, Add document, List businesses and List documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xodo Sign to Dovetail?
Yes. When something happens in Xodo Sign, your agent can act in Dovetail too. This page covers both directions: Xodo Sign's triggers and Dovetail's actions are listed here as well.
Do I have to build a connector for Dovetail or Xodo Sign?
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 Dovetail and Xodo Sign 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.