--- title: "Connect FunnelCockpit to Zoho Sign - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"Add document\" in Zoho Sign." canonical: "https://apiant.ai/connect/funnelcockpit-to-zoho-sign" --- # Connect FunnelCockpit to Zoho Sign When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **Add document** in [Zoho Sign](https://apiant.ai/connections/zoho-sign). Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **3** triggers FunnelCockpit **4** actions Zoho Sign **9** 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 Zoho Sign 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 can start in Zoho Sign - When **New CRM Contact** in FunnelCockpit then **Add document** in Zoho Sign - When **New Survey Result** in FunnelCockpit then **Send document for signature** in Zoho Sign 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 Zoho Sign ## Triggers and actions 3 triggers · 13 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. - Action **Add document** Create a signature request (draft) with recipients/actions. - Action **Delete document** Delete a signature request. - Action **Get Document Details** Get details of a particular envelope or document. - Action **Get Document Files** Gets the document files in the PDF or ZIP format. - Action **Get Document Form Data** Retrieves the field data filled by signers from a particular envelope or document. - Action **List documents** List signature requests with filters and paging. - Action **Recall document** Recall a sent signature request. - Action **Send document for signature** Submit a drafted request to recipients. - Action **Update document** Updates a draft signature request: its name, settings, recipients and the fields placed for them. ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **Zoho Sign** Zoho Sign is a complete digital signature app for generating and managing legally binding business documents...](https://apiant.ai/connections/zoho-sign) 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 Zoho Sign - [ **PandaDoc to Zoho Sign** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/pandadoc-to-zoho-sign) - [ **Outlign to Zoho Sign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connect/outlign-to-zoho-sign) - [ **HubSpot to Zoho Sign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-sign) - [ **Salesforce to Zoho Sign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-sign) - [ **Slack to Zoho Sign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-sign) - [ **Google Sheets to Zoho Sign** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-sign) Questions ## FunnelCockpit and Zoho Sign, 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 Zoho Sign when something happens in FunnelCockpit? Any of Zoho Sign's 9 actions, including Send document for signature, Update document, Add document and Get Document Details. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Sign to FunnelCockpit? Zoho Sign has no triggers in the catalog today, so automations start in FunnelCockpit. If you need the other direction, ask: your agent reads Zoho Sign's API documentation and adds it. ### ### Do I have to build a connector for FunnelCockpit or Zoho Sign? 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 Zoho Sign 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.