--- title: "Connect Insighto.ai and SignWell - APIANT.ai" description: "When \"New Contact\" fires in Insighto.ai, your agent runs \"Create Document From Template\" in SignWell." canonical: "https://apiant.ai/connect/insighto-ai-to-signwell" --- # Connect Insighto.ai and SignWell When **New Contact** fires in [Insighto.ai](https://apiant.ai/connections/insighto-ai), your agent runs **Create Document From Template** in [SignWell](https://apiant.ai/connections/signwell), or **Document Completed** in SignWell to **Create Contact** in Insighto.ai. Describe the whole flow and it is built, tested on every scenario and kept running. Insighto.ai **1** trigger Insighto.ai **12** actions SignWell **3** triggers SignWell **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Insighto.ai and SignWell 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 Insighto.ai and SignWell can do together ### From Insighto.ai to SignWell - When **New Contact** in Insighto.ai then **Create Document From Template** in SignWell ### From SignWell to Insighto.ai - When **Document Completed** in SignWell then **Create Contact** in Insighto.ai - When **Document Sent** in SignWell then **Update contact** in Insighto.ai 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 Insighto.ai and SignWell ## Triggers and actions 4 triggers · 13 actions - Trigger **New Contact** Triggers when a new contact is created. - Action **Add assistant** /api/v1/assistant - create an assistant. - Action **Add data source** /api/v1/datasource - create a data source. - Action **Add Text Blob Into Data Source** Adds a text blob into an existing Data Source. - Action **Create Contact** Creates a Contact in the system. - Action **Delete contact** /api/v1/contact/{contact_id} - delete a contact. - Action **Get contact** /api/v1/contact/{contact_id} - retrieve a contact by id. - Action **Get data source** Retrieve a single data source by its id. - Action **List assistants** /api/v1/assistant - list assistants. - Action **List contacts** Lists contacts in the Insighto.ai account. - Action **List data source files** List the files/text blobs in a data source. - Action **Update assistant** /api/v1/assistant/{assistant_id} - update an assistant. - Action **Update contact** /api/v1/contact/{contact_id} - update a contact. - Trigger **Document Completed** Triggers when a document has been completed. - Trigger **Document Sent** Triggers when a document is sent. - Trigger **Document Viewed** Triggers when a signer views a document for the first time. - Action **Create Document From Template** Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan. ## Each app on its own - [ **Insighto.ai** Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows](https://apiant.ai/connections/insighto-ai) - [ **SignWell** SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...](https://apiant.ai/connections/signwell) Reviews ## What our customers say ## More from Insighto.ai - [ **Insighto.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/insighto-ai-to-salesforce) - [ **Insighto.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/insighto-ai-to-slack) - [ **Insighto.ai to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/insighto-ai-to-mailchimp) - [ **Insighto.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/insighto-ai-to-stripe) - [ **Insighto.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/insighto-ai-to-shopify) - [ **Insighto.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/insighto-ai-to-quickbooks-online) ## More into SignWell - [ **Attio to SignWell** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-signwell) - [ **HubSpot to SignWell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signwell) - [ **Salesforce to SignWell** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signwell) - [ **Gmail to SignWell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signwell) - [ **Google Calendar to SignWell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signwell) - [ **Mailchimp to SignWell** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-signwell) Questions ## Insighto.ai and SignWell, answered ### ### What can start an automation from Insighto.ai? Any of Insighto.ai's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SignWell when something happens in Insighto.ai? 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 Insighto.ai? Yes. When something happens in SignWell, your agent can act in Insighto.ai too. This page covers both directions: SignWell's triggers and Insighto.ai's actions are listed here as well. ### ### Do I have to build a connector for Insighto.ai 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. ### ### Can my AI client use Insighto.ai and SignWell 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.