Integration
Connect Formitize and SignNow
When New Client fires in Formitize, your agent runs Update Document in SignNow, or Document Updated in SignNow to Create Client in Formitize. 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 Formitize and SignNow 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 Formitize and SignNow can do together
From Formitize to SignNow
When New Client in Formitize
then Update Document in SignNow
When On Create Job in Formitize
then Upload Document in SignNow
From SignNow to Formitize
When Document Updated in SignNow
then Create Client in Formitize
When New Document in SignNow
then Update Client in Formitize
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 Formitize and SignNow
Triggers and actions 5 triggers · 30 actions
Trigger
New ClientTriggers when a new client is added.
Trigger
On Create JobTriggers when a new job is created.
Action
Create AssetCreates an asset of an asset type.
Action
Create ClientCreates a client with a billing name and optional primary contact and address.
Action
Create JobCreates a job and optionally assigns it to an agent.
Action
Delete AssetDeletes an asset.
Action
Delete JobDeletes a job.
Action
Get AssetReturns one asset.
Action
Get ClientReturns one client with its contacts and locations.
Action
Get Submitted FormReturns one submitted form with its answers and attachments.
Action
List AssetsReturns assets of one asset type.
Action
List Asset TypesReturns the account's asset types and their columns.
Action
List ClientsReturns a page of clients with their billing name, primary contact, address and status.
Action
List Form TemplatesReturns the account's form templates.
Action
List JobsReturns jobs, optionally filtered by status or assigned agent.
Action
List Lookup DatabasesReturns the account's lookup databases.
Action
List NotificationsReturns notifications, open or completed.
Action
List Submitted FormsReturns submitted forms, optionally filtered by form template, status, text or modified date.
Action
Update ClientUpdates a client's billing name, primary contact or address.
Trigger
Document DeletedTriggers when a document has been deleted.
Trigger
Document UpdatedTriggers when a document has been updated.
Trigger
New DocumentTriggers when a document has been uploaded to SignNow.
Action
Add signing linkCreates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it.
Action
Add templateCreates a template in SignNow from an existing document. The source document is flattened into a reusable template.
Action
Delete documentDeletes a document from the SignNow account.
Action
Download documentDownloads a SignNow document as a PDF, or as a zip that also includes its attachments.
Action
Get documentGet a document by id.
Action
Invite to SignSends a free form invite to sign an existing SignNow document that has no fields; the signer can place their signature anywhere on the document.
Action
List documentsLists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting.
Action
List signing linksLists the signing links created for a document or template.
Action
Merge documentsMerges existing SignNow documents into one new document.
Action
Resend inviteResends the email invite to sign a document to a signer who has not yet signed.
Action
Update Documentedits an existing document (e.g. adds or updates fields/texts), which fires the user.document.update event without sending an invite (avoids the daily invite limit).
Action
Upload DocumentUploads a file to the SignNow account and returns the new document's ID.
Action
Upload Document & Extract FieldsUploads a .doc, .docx or .pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields.
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
Formitize and SignNow, answered
What can start an automation from Formitize?
Any of Formitize's 2 triggers in the catalog, including New Client and On Create Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignNow when something happens in Formitize?
Any of SignNow's 13 actions, including Update Document, Upload Document, Upload Document & Extract Fields and Add signing link. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignNow to Formitize?
Yes. When something happens in SignNow, your agent can act in Formitize too. This page covers both directions: SignNow's triggers and Formitize's actions are listed here as well.
Do I have to build a connector for Formitize or SignNow?
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 Formitize and SignNow 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.