Integration
Connect Gately and SignWell
When something happens in Gately or SignWell, your agent does the next thing in the other. Describe it 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 Gately and SignWell to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Gately and SignWell can do together
From Gately to SignWell
When New Member in Gately
then Create Document From Template in SignWell
From SignWell to Gately
When Document Completed in SignWell
then Add contact in Gately
When Document Sent in SignWell
then Add member in Gately
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 Gately and SignWell
Triggers and actions 4 triggers · 12 actions
Trigger
New MemberTriggers when a new member signs up to your project.
Action
Add contactCreate a new CRM contact.
Action
Add memberCreate a new project member.
Action
Delete contactPermanently delete a contact and all associated data.
Action
Find contacts by criteriaSearch/filter contacts via list endpoint query params (email, tag, list, segment).
Action
Get contactRetrieve a single CRM contact by ID.
Action
Get memberRetrieve a single member by ID.
Action
List contactsRetrieve contacts for a project with optional filtering and pagination.
Action
List membersRetrieve a paginated list of members in the project.
Action
Send emailSend a transactional email to one or more recipients.
Action
Update contactPartially update a contact — only sent fields change.
Action
Update memberUpdate an existing member.
Trigger
Document CompletedTriggers when a document has been completed.
Trigger
Document SentTriggers when a document is sent.
Trigger
Document ViewedTriggers when a signer views a document for the first time.
Action
Create Document From TemplateCreates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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 Gately
Gately to EllieEllie helps you organize your thoughts and plan your day in a beautiful and simple app.
Gately to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Gately to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Gately to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gately to Google SheetsGoogle Sheets
Gately to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into SignWell
HubSpot to SignWellHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SignWellSalesforce is a leading enterprise customer relationship management (CRM) platform.
Gmail to SignWellGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignWellGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Mailchimp to SignWellMailchimp marketing automation and email platform.
Shopify to SignWellShopify is a commerce platform for online stores and retail point-of-sale.
Questions
Gately and SignWell, answered
What can start an automation from Gately?
Any of Gately's 1 trigger in the catalog, including New Member. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignWell when something happens in Gately?
Any of SignWell's 1 action, including Create Document From Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignWell to Gately?
Yes. When something happens in SignWell, your agent can act in Gately too. This page covers both directions: SignWell's triggers and Gately's actions are listed here as well.
Do I have to build a connector for Gately or SignWell?
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.
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.