# Connect HelloSign and NeetoInvoice When **New Signature Request** fires in [HelloSign](https://apiant.ai/connections/hellosign), your agent runs **Generate invoice** in [NeetoInvoice](https://apiant.ai/connections/neetoinvoice), or **New Client** in NeetoInvoice to **Get Signature Request Files** in HelloSign. Describe the whole flow and it is built, tested on every scenario and kept running. HelloSign **1** trigger HelloSign **8** actions NeetoInvoice **1** trigger NeetoInvoice **10** 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 NeetoInvoice 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 and NeetoInvoice can do together ### From HelloSign to NeetoInvoice - When **New Signature Request** in HelloSign then **Generate invoice** in NeetoInvoice - When **New Signature Request** in HelloSign then **Add client** in NeetoInvoice ### From NeetoInvoice to HelloSign - When **New Client** in NeetoInvoice then **Get Signature Request Files** in HelloSign - When **New Client** in NeetoInvoice then **Send Reminder** in HelloSign 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 NeetoInvoice ## Triggers and actions 2 triggers · 18 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. - Trigger **New Client** Triggers when a new client is added to your NeetoInvoice workspace. - Action **Add client** Creates a new client in NeetoInvoice with a name, currency and status. - Action **Add project** Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members. - Action **Add time entry** Logs hours worked by a team member on a project task for a given date. - Action **Generate invoice** Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients. - Action **Get client** Returns the details of a client, including its currency, status and invoice recipients. - Action **Get project** Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings. - Action **List clients** Returns the workspace's clients ordered by name, optionally filtered by status or by name. - Action **List time entries** Returns the unbilled time entries logged against a client's project, optionally limited to a date range. - Action **Update client** Updates an existing client's details, such as its name, currency, status, notes or address. - Action **Update project** Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks. ## Each app on its own - [ **HelloSign** Dropbox Sign (formerly HelloSign) e-signature platform.](https://apiant.ai/connections/hellosign) - [ **NeetoInvoice** NeetoInvoice helps you with effortless time tracking and invoicing.](https://apiant.ai/connections/neetoinvoice) 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 NeetoInvoice - [ **HubSpot to NeetoInvoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-neetoinvoice) - [ **Google Sheets to NeetoInvoice** Google Sheets](https://apiant.ai/connect/google-sheets-to-neetoinvoice) - [ **Gmail to NeetoInvoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-neetoinvoice) - [ **Google Calendar to NeetoInvoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-neetoinvoice) - [ **Google Drive to NeetoInvoice** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-neetoinvoice) - [ **Mailchimp to NeetoInvoice** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-neetoinvoice) Questions ## HelloSign and NeetoInvoice, 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 NeetoInvoice when something happens in HelloSign? Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NeetoInvoice to HelloSign? Yes. When something happens in NeetoInvoice, your agent can act in HelloSign too. This page covers both directions: NeetoInvoice's triggers and HelloSign's actions are listed here as well. ### ### Do I have to build a connector for HelloSign or NeetoInvoice? 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.