--- title: "Connect Escrow to swiDOC - APIANT.ai" description: "When \"Transaction updated (instant)\" fires in Escrow, your agent runs \"Update document metadata\" in swiDOC." canonical: "https://apiant.ai/connect/escrow-to-swidoc" --- # Connect Escrow to swiDOC When **Transaction updated (instant)** fires in [Escrow](https://apiant.ai/connections/escrow), your agent runs **Update document metadata** in [swiDOC](https://apiant.ai/connections/swidoc). Describe the whole flow and it is built, tested on every scenario and kept running. Escrow **1** trigger Escrow **6** actions swiDOC **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Escrow and swiDOC 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 Escrow can start in swiDOC - When **Transaction updated (instant)** in Escrow then **Update document metadata** in swiDOC - When **Transaction updated (instant)** in Escrow then **Download document** in swiDOC 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 Escrow and swiDOC ## Triggers and actions 1 trigger · 10 actions - Trigger **Transaction updated (instant)** Fires when Escrow.com posts a webhook update for a transaction the account is party to (e.g. status/state change during the escrow lifecycle). - Action **Add customer** Create a new customer record on Escrow.com to be used as a party (buyer/seller/broker) in a transaction. - Action **Add transaction** Create a new escrow transaction with parties, items, and payment schedule. - Action **Cancel transaction** Cancel an escrow transaction that has not yet completed. - Action **Get transaction** Fetch the current details and status of an escrow transaction by ID. - Action **List partner transactions** List transactions where the caller is acting as the broker/partner rather than a direct party. - Action **Update customer** Update details on an existing Escrow.com customer record. - Action **Archive Document** Archives a file in swiDOC with its name, folder path, description, tags and search attributes, and returns the new document's id. - Action **Download document** Downloads an archived swiDOC document as a file you can pass to later steps. - Action **Get document metadata** Returns the metadata of an archived document: its file name, folder path, description, tags, archive dates and search attribute values. - Action **Update document metadata** Updates the metadata of an archived swiDOC document, such as its file name, folder path, description, tags, search attributes or archive duration. Only the values you fill in are changed. ## Each app on its own - [ **Escrow** API for managing secure escrow transactions, holding buyer funds until goods or services are delivered and...](https://apiant.ai/connections/escrow) - [ **swiDOC** swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and...](https://apiant.ai/connections/swidoc) Reviews ## What our customers say ## More from Escrow - [ **Escrow to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/escrow-to-hubspot) - [ **Escrow to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/escrow-to-salesforce) - [ **Escrow to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/escrow-to-slack) - [ **Escrow to Google Sheets** Google Sheets](https://apiant.ai/connect/escrow-to-google-sheets) - [ **Escrow to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/escrow-to-gmail) - [ **Escrow to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/escrow-to-google-drive) ## More into swiDOC - [ **HubSpot to swiDOC** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swidoc) - [ **Salesforce to swiDOC** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swidoc) - [ **Slack to swiDOC** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swidoc) - [ **Google Sheets to swiDOC** Google Sheets](https://apiant.ai/connect/google-sheets-to-swidoc) - [ **Gmail to swiDOC** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swidoc) - [ **Google Calendar to swiDOC** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swidoc) Questions ## Escrow and swiDOC, answered ### ### What can start an automation from Escrow? Any of Escrow's 1 trigger in the catalog, including Transaction updated (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in swiDOC when something happens in Escrow? Any of swiDOC's 4 actions, including Update document metadata, Download document, Get document metadata and Archive Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from swiDOC to Escrow? swiDOC has no triggers in the catalog today, so automations start in Escrow. If you need the other direction, ask: your agent reads swiDOC's API documentation and adds it. ### ### Do I have to build a connector for Escrow or swiDOC? 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 Escrow and swiDOC 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.