Integration
Connect Erpnext to Clicksign
When New Customer fires in Erpnext, your agent runs Notifications Email in Clicksign. 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 Erpnext and Clicksign 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 Erpnext can start in Clicksign
When New Customer in Erpnext
then Notifications Email in Clicksign
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 Erpnext and Clicksign
Triggers and actions 2 triggers · 41 actions
- New Customer
Fires when a new customer is created.
- New Sales Invoice
Fires when a new sales invoice is created.
- Add Contact
Create a new contact.
- Add Customer
Create a new customer record.
- Add Item
Create a new item (product/service) record.
- Add Lead
Create a new lead.
- Add Sales Invoice
Create a new sales invoice.
- Add Sales Order
Create a new sales order.
- Delete Contact
Delete a contact record.
- Delete Customer
Delete a customer record.
- Delete Item
Delete an item record.
- Delete Lead
Delete a lead record.
- Delete Sales Invoice
Delete a sales invoice record.
- Delete Sales Order
Delete a sales order record.
- Get Contact
Retrieve a single contact by name/id.
- Get Customer
Retrieve a single customer by name/id.
- Get Item
Retrieve a single item by name/id.
- Get Lead
Retrieve a single lead by name/id.
- Get Sales Invoice
Retrieve a single sales invoice by name/id.
- Get Sales Order
Retrieve a single sales order by name/id.
- List Contacts
List contact records with optional filters.
- List Customers
List customer records with optional filters.
- List Items
List item records with optional filters.
- List Leads
List lead records with optional filters.
- List Sales Invoices
List sales invoice records with optional filters.
- List Sales Orders
List sales order records with optional filters.
- Update Contact
Update fields on an existing contact.
- Update Customer
Update fields on an existing customer.
- Update Item
Update fields on an existing item.
- Update Lead
Update fields on an existing lead.
- Update Sales Invoice
Update fields on an existing sales invoice.
- Update Sales Order
Update fields on an existing sales order.
- Create Signer
Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.
- Delete Document
Deletes a draft document from a Clicksign envelope.
- Delete Signer
Deletes a signer from an envelope, as long as the signer has not started signing.
- List Documents
Returns the documents in a Clicksign envelope, with each document's status, file name and download link.
- List Templates
Returns the document templates (modelos) in your Clicksign account.
- Notifications Email
Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.
- Notifications SMS
Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.
- Notifications WhatsApp
Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.
- Remove Signer From Document
Removes a signer who has not yet started signing from a Clicksign envelope.
- View Document
Returns the current details and status of a document inside a Clicksign envelope.
- View Signer
Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.
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
Erpnext and Clicksign, answered
What can start an automation from Erpnext?
Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clicksign when something happens in Erpnext?
Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clicksign to Erpnext?
Clicksign has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it.
Do I have to build a connector for Erpnext or Clicksign?
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 Erpnext and Clicksign 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.