Integration
Connect eSignatures and Planfix
When Contract Signed fires in eSignatures, your agent runs Add Contact in Planfix, or New Comment in Planfix to Add Signer in eSignatures. 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 eSignatures and Planfix 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 eSignatures and Planfix can do together
From eSignatures to Planfix
When Contract Signed in eSignatures
then Add Contact in Planfix
From Planfix to 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 Planfix
Triggers and actions 10 triggers · 29 actions
- Contract Signed
Triggers when a contract is signed by all signers.
- Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
- Signer Declined Signature
Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
- Signer Viewed Contract
Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
- Add Signer
Add a new signer to an existing contract.
- Add Template
Create a new reusable contract template.
- Create Contract
Creates a new contract.
- Delete Signer
Remove a signer from a contract that has not yet signed.
- Delete Template
Delete a contract template.
- Get Contract
Retrieve a contract's current status, signer states, and metadata.
- Get Template
Retrieve a contract template's details.
- List Templates
List all contract templates in the account.
- Send Contract Draft
Send a previously created draft contract to its signers.
- Update Template
Update an existing contract template's title or settings.
- Withdraw Contract
Withdraw (cancel) a contract that has been sent but not fully signed.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
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Questions
eSignatures and Planfix, 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 Planfix when something happens in eSignatures?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to eSignatures?
Yes. When something happens in Planfix, your agent can act in eSignatures too. This page covers both directions: Planfix's triggers and eSignatures's actions are listed here as well.
Do I have to build a connector for eSignatures or Planfix?
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 Planfix 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.