# Connect HelloSign to Koncile

When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Upload File (Koncile via Streaming)** in [Koncile](https://apiant.ai/connections/koncile). Describe the whole flow and it is built, tested on every scenario and kept running.

HelloSign **1** trigger HelloSign **8** actions Koncile **18** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want HelloSign and Koncile to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 HelloSign can start in Koncile

- When **New Signature Request** in HelloSign then **Upload File (Koncile via Streaming)** in Koncile
- When **New Signature Request** in HelloSign then **Rerun documents** in Koncile

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 HelloSign and Koncile

## Triggers and actions 1 trigger · 26 actions

- Trigger

**New Signature Request**

Triggers when a new signature request appears in the account.

- Action

**Cancel Signature Request**

Cancels an incomplete signature request.

- Action

**Get Account**

Returns information about the current Dropbox Sign account.

- Action

**Get Signature Request**

Retrieves a single signature request by its ID.

- Action

**Get Signature Request Files**

Returns a download URL for the documents of a signature request as a PDF.

- Action

**List Signature Requests**

Lists signature requests for the account, paginated and ordered newest first.

- Action

**List Templates**

Lists the reusable templates available to the account.

- Action

**Send Reminder**

Sends an email reminder to a signer to sign a pending signature request.

- Action

**Send Signature Request**

Creates and sends a new signature request using document file URLs and a list of signers.

- Action

**Add field**

Creates a template field.

- Action

**Add folder**

Creates a folder.

- Action

**Add template**

Creates a template, or copies an existing one via template_id.

- Action

**Delete document**

Deletes a document.

- Action

**Delete field**

Deletes a field.

- Action

**Delete folder**

Deletes a folder.

- Action

**Delete template**

Deletes a template.

- Action

**Get document data**

Gets extracted data for a document.

- Action

**Get document raw text**

Gets raw OCR text of a document.

- Action

**Get field**

Gets a field by id.

- Action

**Get folder**

Gets a folder by id.

- Action

**Get template**

Gets a template by id.

- Action

**List folders**

Lists all folders.

- Action

**Rerun documents**

Reruns extraction on documents.

- Action

**Update field**

Updates a field.

- Action

**Update folder**

Updates a folder.

- Action

**Update template**

Updates a template.

- Action

**Upload File (Koncile via Streaming)**

Downloads a file from a URL and uploads it to Koncile.ai.

## Each app on its own

- [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign)
- [ **Koncile** Koncile is a AI-powered solution that automates data extraction from documents such as invoices, pay slips...](https://apiant.ai/connections/koncile)

Reviews

## What our customers say

## More from HelloSign

- [ **HelloSign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hellosign-to-salesforce)
- [ **HelloSign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hellosign-to-slack)
- [ **HelloSign to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hellosign-to-mailchimp)
- [ **HelloSign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hellosign-to-shopify)
- [ **HelloSign to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/hellosign-to-trello)
- [ **HelloSign to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/hellosign-to-jira)

## More into Koncile

- [ **HubSpot to Koncile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-koncile)
- [ **Salesforce to Koncile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-koncile)
- [ **Slack to Koncile** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-koncile)
- [ **Google Sheets to Koncile** Google Sheets](https://apiant.ai/connect/google-sheets-to-koncile)
- [ **Gmail to Koncile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-koncile)
- [ **Google Calendar to Koncile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-koncile)

Questions

## HelloSign and Koncile, answered

###

### What can start an automation from HelloSign?

Any of HelloSign's 1 trigger in the catalog, including New Signature Request. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Koncile when something happens in HelloSign?

Any of Koncile's 18 actions, including Update field, Update folder, Update template and Upload File (Koncile via Streaming). Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Koncile to HelloSign?

Koncile has no triggers in the catalog today, so automations start in HelloSign. If you need the other direction, ask: your agent reads Koncile's API documentation and adds it.

###

### Do I have to build a connector for HelloSign or Koncile?

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.
