--- title: "Connect eSignatures and Karbon - APIANT.ai" description: "When \"Contract Signed\" fires in eSignatures, your agent runs \"Create Organization Contact\" in Karbon." canonical: "https://apiant.ai/connect/esignatures-to-karbon" --- # Connect eSignatures and Karbon When **Contract Signed** fires in [eSignatures](https://apiant.ai/connections/esignatures), your agent runs **Create Organization Contact** in [Karbon](https://apiant.ai/connections/karbon), or **New work item** in Karbon to **Add Signer** in eSignatures. Describe the whole flow and it is built, tested on every scenario and kept running. eSignatures **4** triggers eSignatures **11** actions Karbon **1** trigger Karbon **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want eSignatures and Karbon 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 eSignatures and Karbon can do together ### From eSignatures to Karbon - When **Contract Signed** in eSignatures then **Create Organization Contact** in Karbon - When **Contract Withdrawn** in eSignatures then **Create Person Contact** in Karbon ### From Karbon to eSignatures - When **New work item** in Karbon then **Add Signer** in eSignatures - When **New work item** in Karbon then **Add Template** in eSignatures 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 eSignatures and Karbon ## Triggers and actions 5 triggers · 27 actions - Trigger **Contract Signed** Triggers when a contract is signed by all signers. - Trigger **Contract Withdrawn** Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn". - Trigger **Signer Declined Signature** Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature". - Trigger **Signer Viewed Contract** Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract". - Action **Add Signer** Add a new signer to an existing contract. - Action **Add Template** Create a new reusable contract template. - Action **Create Contract** Creates a new contract. - Action **Delete Signer** Remove a signer from a contract that has not yet signed. - Action **Delete Template** Delete a contract template. - Action **Get Contract** Retrieve a contract's current status, signer states, and metadata. - Action **Get Template** Retrieve a contract template's details. - Action **List Templates** List all contract templates in the account. - Action **Send Contract Draft** Send a previously created draft contract to its signers. - Action **Update Template** Update an existing contract template's title or settings. - Action **Withdraw Contract** Withdraw (cancel) a contract that has been sent but not fully signed. - Trigger **New work item** Triggers when a new work item is created in Karbon. - Action **Add client group** Creates a new client group in Karbon, optionally with members, owner, manager and client team. - Action **Add note** Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups. - Action **Add work item** Creates a new work item for a client in Karbon. - Action **Create Organization Contact** Creates a new Organization contact in Karbon. - Action **Create Person Contact** Creates a new person Contact in Karbon and returns the created Contact record. - Action **Find an Organization Contact** Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations. - Action **Find a Person Contact** Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches. - Action **Get work item** Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments. - Action **List invoices** Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted. - Action **List timesheets** Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested. - Action **List users** Returns the users in your Karbon account, optionally filtered by name or email address. - Action **List work items** Returns the work items in your Karbon account, optionally filtered and sorted. - Action **Update client group** Renames an existing Karbon client group by changing its full name. - Action **Update Organization Contact** Updates the name or privacy level of an existing Organization contact in Karbon. - Action **Update Person Contact** Updates the name details or privacy level of an existing Person Contact in Karbon. - Action **Update work item** Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed. ## Each app on its own - [ **eSignatures** ESignatures.io is a tool used for signing mobile friendly contracts over the web.](https://apiant.ai/connections/esignatures) - [ **Karbon** Karbon is the collaborative practice management platform for accounting firms.](https://apiant.ai/connections/karbon) Reviews ## What our customers say ## More from eSignatures - [ **eSignatures to Pexafy** Semantic image search across 9+ free stock photo sources with a unified JSON schema](https://apiant.ai/connect/esignatures-to-pexafy) - [ **eSignatures to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/esignatures-to-hubspot) - [ **eSignatures to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/esignatures-to-salesforce) - [ **eSignatures to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/esignatures-to-slack) - [ **eSignatures to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/esignatures-to-google-sheets) - [ **eSignatures to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/esignatures-to-google-calendar) ## More into Karbon - [ **HubSpot to Karbon** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-karbon) - [ **Google Sheets to Karbon** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-karbon) - [ **Gmail to Karbon** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-karbon) - [ **Google Calendar to Karbon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-karbon) - [ **Google Drive to Karbon** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-karbon) - [ **ActiveCampaign to Karbon** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-karbon) Questions ## eSignatures and Karbon, answered ### ### What can start an automation from eSignatures? Any of eSignatures's 4 triggers in the catalog, including Contract Signed, Contract Withdrawn, Signer Declined Signature and Signer Viewed Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Karbon when something happens in eSignatures? Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Karbon to eSignatures? Yes. When something happens in Karbon, your agent can act in eSignatures too. This page covers both directions: Karbon's triggers and eSignatures's actions are listed here as well. ### ### Do I have to build a connector for eSignatures or Karbon? 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 eSignatures and Karbon 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.