--- title: "Connect Hyros to BoldSign - APIANT.ai" description: "When \"New Call\" fires in Hyros, your agent runs \"Add contact\" in BoldSign. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/hyros-to-boldsign" --- # Connect Hyros to BoldSign When **New Call** fires in [Hyros](https://apiant.ai/connections/hyros), your agent runs **Add contact** in [BoldSign](https://apiant.ai/connections/boldsign). Describe the whole flow and it is built, tested on every scenario and kept running. Hyros **5** triggers Hyros **20** actions BoldSign **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hyros and BoldSign 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 Hyros can start in BoldSign - When **New Call** in Hyros then **Add contact** in BoldSign - When **New Lead** in Hyros then **Update contact** in BoldSign 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 Hyros and BoldSign ## Triggers and actions 5 triggers · 33 actions - Trigger **New Call** Triggers when a new call is recorded in HYROS. - Trigger **New Lead** Triggers when a new lead is created in HYROS. - Trigger **New Sale** Triggers when a new sale is recorded in HYROS. - Trigger **New Sale Attributed** Triggers when a new sale is recorded and attributed in Hyros. - Trigger **New Subscription** Triggers when a new subscription is recorded in HYROS. - Action **Delete Call** Deletes a call. - Action **Delete Sale** Deletes a sale. - Action **Find Lead Clicks** Returns the tracked clicks of a lead. - Action **Find Leads** Finds leads by ID, email or creation date. - Action **Find Sales** Finds sales by ID, email, lead, product tag or date. - Action **Find Subscriptions** Finds subscriptions by ID, email, lead, product tag, status or date. - Action **Get Ad Accounts Attribution Report** Returns sales, revenue, cost and other attribution figures per ad account. - Action **Get Ads Attribution Report** Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign. - Action **Get Lead Journey** Returns the attribution journey of one or more leads: their sales and the sources that led to them. - Action **Get User Info** Returns the profile of the account the API key belongs to. - Action **List Ads** Returns the ads HYROS tracks for an ad platform. - Action **List Domains** Returns the domains configured in the account. - Action **List Keywords** Returns the keywords of a Google ad group. - Action **List Lead Stages** Returns the lead stages in the account. - Action **List Sources** Returns the traffic sources in the account. - Action **List Tags** Returns every tag in the account. - Action **Refund Order** Refunds an order and updates the income of its lead. - Action **Retrieve Calls** Finds calls by ID, email, lead, product tag, qualification or date. - Action **Update Call** Updates the name, state or qualification of calls. - Action **Update Sale** Marks sales as refunded or recurring. - Action **Add contact** Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address. - Action **Delete contact** Deletes a contact from your BoldSign organization by its contact ID. - Action **Delete document** Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead. - Action **Download document** Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps. - Action **Get contact** Returns the details of a BoldSign contact — name, email, company, job title and phone number. - Action **Get document** Returns the properties of a BoldSign document — its status, title, signers and timestamps. - Action **List contacts** Returns the contacts in your BoldSign organization, optionally filtered by a search keyword. - Action **List documents** Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range. - Action **List templates** Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand. - Action **Revoke document** Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers. - Action **Send document** Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id. - Action **Send document reminder** Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day. - Action **Update contact** Updates an existing BoldSign contact's name, email, phone number, job title and company. ## Each app on its own - [ **Hyros** HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution...](https://apiant.ai/connections/hyros) - [ **BoldSign** BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from...](https://apiant.ai/connections/boldsign) Reviews ## What our customers say ## More from Hyros - [ **Hyros to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hyros-to-salesforce) - [ **Hyros to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hyros-to-slack) - [ **Hyros to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hyros-to-mailchimp) - [ **Hyros to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hyros-to-stripe) - [ **Hyros to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hyros-to-shopify) - [ **Hyros to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hyros-to-quickbooks-online) ## More into BoldSign - [ **HubSpot to BoldSign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-boldsign) - [ **Salesforce to BoldSign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-boldsign) - [ **Slack to BoldSign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-boldsign) - [ **Google Sheets to BoldSign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-boldsign) - [ **Gmail to BoldSign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-boldsign) - [ **Google Calendar to BoldSign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-boldsign) Questions ## Hyros and BoldSign, answered ### ### What can start an automation from Hyros? Any of Hyros's 5 triggers in the catalog, including New Call, New Lead, New Sale and New Sale Attributed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BoldSign when something happens in Hyros? Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BoldSign to Hyros? BoldSign has no triggers in the catalog today, so automations start in Hyros. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it. ### ### Do I have to build a connector for Hyros or BoldSign? 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 Hyros and BoldSign 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.