--- title: "Connect FunnelCockpit and SignNow - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"Update Document\" in SignNow." canonical: "https://apiant.ai/connect/funnelcockpit-to-signnow" --- # Connect FunnelCockpit and SignNow When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **Update Document** in [SignNow](https://apiant.ai/connections/signnow), or **Document Updated** in SignNow to **Create or Update CRM Contact** in FunnelCockpit. Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **3** triggers FunnelCockpit **4** actions SignNow **3** triggers SignNow **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FunnelCockpit and SignNow 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 FunnelCockpit and SignNow can do together ### From FunnelCockpit to SignNow - When **New CRM Contact** in FunnelCockpit then **Update Document** in SignNow - When **New Survey Result** in FunnelCockpit then **Upload Document** in SignNow ### From SignNow to FunnelCockpit - When **Document Updated** in SignNow then **Create or Update CRM Contact** in FunnelCockpit - When **New Document** in SignNow then **Create or Update Email Contact** in FunnelCockpit 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 FunnelCockpit and SignNow ## Triggers and actions 6 triggers · 17 actions - Trigger **New CRM Contact** Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group. - Trigger **New Survey Result** Triggers when a new result is submitted to the selected FunnelCockpit survey. - Trigger **New Webinar Viewer** Triggers when a new viewer registers for the selected webinar. - Action **Create or Update CRM Contact** Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups. - Action **Create or Update Email Contact** Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address. - Action **Create Webinar Viewer** Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date. - Action **Get Webinar Dates** Returns the upcoming scheduled dates for a webinar. - Trigger **Document Deleted** Triggers when a document has been deleted. - Trigger **Document Updated** Triggers when a document has been updated. - Trigger **New Document** Triggers when a document has been uploaded to SignNow. - Action **Add signing link** Creates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it. - Action **Add template** Creates a template in SignNow from an existing document. The source document is flattened into a reusable template. - Action **Delete document** Deletes a document from the SignNow account. - Action **Download document** Downloads a SignNow document as a PDF, or as a zip that also includes its attachments. - Action **Get document** Get a document by id. - Action **Invite to Sign** Sends 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 documents** Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting. - Action **List signing links** Lists the signing links created for a document or template. - Action **Merge documents** Merges existing SignNow documents into one new document. - Action **Resend invite** Resends the email invite to sign a document to a signer who has not yet signed. - Action **Update Document** edits 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 Document** Uploads a file to the SignNow account and returns the new document's ID. - Action **Upload Document & Extract Fields** Uploads a.doc,.docx or.pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields. ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **SignNow** SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage...](https://apiant.ai/connections/signnow) Reviews ## What our customers say ## More from FunnelCockpit - [ **FunnelCockpit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/funnelcockpit-to-hubspot) - [ **FunnelCockpit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/funnelcockpit-to-salesforce) - [ **FunnelCockpit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/funnelcockpit-to-slack) - [ **FunnelCockpit to Google Sheets** Google Sheets](https://apiant.ai/connect/funnelcockpit-to-google-sheets) - [ **FunnelCockpit to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/funnelcockpit-to-gmail) - [ **FunnelCockpit to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/funnelcockpit-to-google-calendar) ## More into SignNow - [ **HubSpot to SignNow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signnow) - [ **Salesforce to SignNow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signnow) - [ **Google Sheets to SignNow** Google Sheets](https://apiant.ai/connect/google-sheets-to-signnow) - [ **Gmail to SignNow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signnow) - [ **Google Calendar to SignNow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signnow) - [ **Google Drive to SignNow** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-signnow) Questions ## FunnelCockpit and SignNow, answered ### ### What can start an automation from FunnelCockpit? Any of FunnelCockpit's 3 triggers in the catalog, including New CRM Contact, New Survey Result and New Webinar Viewer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SignNow when something happens in FunnelCockpit? 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 FunnelCockpit? Yes. When something happens in SignNow, your agent can act in FunnelCockpit too. This page covers both directions: SignNow's triggers and FunnelCockpit's actions are listed here as well. ### ### Do I have to build a connector for FunnelCockpit 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 FunnelCockpit 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.