Integration
Connect Foxit eSign to Customerly
When Document Cancelled fires in Foxit eSign, your agent runs Create/Update Lead in Customerly. 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 Foxit eSign and Customerly 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 Foxit eSign can start in Customerly
When Document Cancelled in Foxit eSign
then Create/Update Lead in Customerly
When Document Deleted in Foxit eSign
then Convert lead to user in Customerly
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 Foxit eSign and Customerly
Triggers and actions 2 triggers · 13 actions
Trigger
Document CancelledTriggers when a recipient cancels or declines a Foxit eSign envelope (folder).
Trigger
Document DeletedTriggers when a Foxit eSign envelope (folder) is deleted.
Action
Add folder from PDFsCreates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions.
Action
Cancel folderCancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history.
Action
Find folders by status and dateReturns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft.
Action
Get folderReturns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties.
Action
Send signature reminderSends a reminder email to the recipients of a folder (envelope) who have not yet signed it.
Action
Add conversationOpen a new conversation from a user to a teammate.
Action
Add User TagAttach a tag to an existing user or lead.
Action
Convert lead to userPromotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).
Action
Create/Update LeadCreates or updates a lead.
Action
Create/Update UserCreates or updates a new user.
Action
Get ContactGet a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.
Action
Get ConversationReturns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.
Action
Unsubscribe contactsUnsubscribe contacts (bulk) via API.
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
More from Foxit eSign
Foxit eSign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Foxit eSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Foxit eSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Foxit eSign to Google SheetsGoogle Sheets
Foxit eSign to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Foxit eSign to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Customerly
HubSpot to CustomerlyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to CustomerlySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to CustomerlySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to CustomerlyGoogle Sheets
Gmail to CustomerlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to CustomerlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Foxit eSign and Customerly, answered
What can start an automation from Foxit eSign?
Any of Foxit eSign's 2 triggers in the catalog, including Document Cancelled and Document Deleted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customerly when something happens in Foxit eSign?
Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customerly to Foxit eSign?
Customerly has no triggers in the catalog today, so automations start in Foxit eSign. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it.
Do I have to build a connector for Foxit eSign or Customerly?
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 Foxit eSign and Customerly 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.