Integration
Connect HelloSign and Salescaptain
When New Signature Request fires in HelloSign, your agent runs Add Tag to Contact in Salescaptain, or New Contact in Salescaptain to Get Signature Request Files in HelloSign. Describe the whole flow 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 HelloSign and Salescaptain to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 HelloSign and Salescaptain can do together
From HelloSign to Salescaptain
When New Signature Request in HelloSign
then Add Tag to Contact in Salescaptain
When New Signature Request in HelloSign
then Create Contact in Salescaptain
From Salescaptain to HelloSign
When New Contact in Salescaptain
then Get Signature Request Files in HelloSign
When New Contact in Salescaptain
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 Salescaptain
Triggers and actions 2 triggers · 31 actions
Trigger
New Signature RequestTriggers when a new signature request appears in the account.
Action
Cancel Signature RequestCancels an incomplete signature request.
Action
Get AccountReturns information about the current Dropbox Sign account.
Action
Get Signature RequestRetrieves a single signature request by its ID.
Action
Get Signature Request FilesReturns a download URL for the documents of a signature request as a PDF.
Action
List Signature RequestsLists signature requests for the account, paginated and ordered newest first.
Action
List TemplatesLists the reusable templates available to the account.
Action
Send ReminderSends an email reminder to a signer to sign a pending signature request.
Action
Send Signature RequestCreates and sends a new signature request using document file URLs and a list of signers.
Trigger
New ContactTriggers when a contact is created in a company.
Action
Add Tag to ContactAssigns an existing tag to a contact.
Action
Create ContactCreates a contact in a company. Give a phone or an email.
Action
Create TagCreates a tag in a company.
Action
Delete ContactPermanently deletes a contact.
Action
Delete TagPermanently deletes a tag.
Action
Get AccountReturns one user account by its ID.
Action
Get Call AnalyticsReturns inbound and outbound call analytics per account for one or more companies.
Action
Get CompanyReturns one company by its ID.
Action
Get ContactReturns one contact by its ID.
Action
Get ConversationReturns one conversation by its ID.
Action
Get Conversation ProfileReturns one conversation profile by its ID.
Action
Get Custom FieldReturns one custom field definition by its ID.
Action
List AccountsReturns the user accounts in a company.
Action
List CompaniesReturns the companies the API token has access to.
Action
List ContactsReturns a page of contacts for a company, optionally filtered by a search term.
Action
List Conversation ProfilesReturns the conversation profiles (phone lines, inboxes) of a company.
Action
List ConversationsReturns a page of conversations for a company.
Action
List Custom FieldsReturns the contact custom field definitions of a company.
Action
List SMS TemplatesReturns the active SMS templates of a company, grouped by type.
Action
List TagsReturns the tags of a company.
Action
Remove Tag from ContactRemoves a tag from a contact.
Action
Send MessageSends an outbound message in a conversation.
Action
Update ContactUpdates a contact's name, phone or email.
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 HelloSign
HelloSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
HelloSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
HelloSign to MailchimpMailchimp marketing automation and email platform.
HelloSign to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
HelloSign to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
HelloSign to JIRAAtlassian JIRA Cloud — issue tracking and project management.
More into Salescaptain
HubSpot to SalescaptainHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SalescaptainGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalescaptainGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalescaptainGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalescaptainGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalescaptainMailchimp marketing automation and email platform.
Questions
HelloSign and Salescaptain, 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 Salescaptain when something happens in HelloSign?
Any of Salescaptain's 23 actions, including Create Contact, Create Tag, Send Message and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salescaptain to HelloSign?
Yes. When something happens in Salescaptain, your agent can act in HelloSign too. This page covers both directions: Salescaptain's triggers and HelloSign's actions are listed here as well.
Do I have to build a connector for HelloSign or Salescaptain?
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 HelloSign and Salescaptain 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.