Integration
Connect Intercom and DocuSign
When something happens in Intercom or DocuSign, your agent does the next thing in the other. Describe it 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 Intercom and DocuSign to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Intercom and DocuSign can do together
From Intercom to DocuSign
When New company in Intercom
then Add Envelope Recipients in DocuSign
From DocuSign to Intercom
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 Intercom and DocuSign
Triggers and actions 5 triggers · 51 actions
- New company
Fires when a new company is created.
- New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
- New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
- New ticket
Fires when a new ticket is created.
- Add company
Create (or upsert) a company in Intercom.
- Add note to contact
Adds a note to the specified contact as the specified admin.
- Add note to conversation
Adds an internal note to the specified conversation as an admin.
- Add tag to contact
Attaches a tag to the specified contact.
- Add ticket
Create a support ticket.
- Assign conversation
Assigns the conversation to an admin or team.
- Close conversation
Closes the specified conversation.
- Create contact
Creates a new contact (role user or lead) in Intercom.
- Create message
Creates an admin-initiated email or in-app message to a contact.
- Delete company
Delete a company by ID.
- Delete contact
Deletes a contact by ID.
- Find admin by email
Fetches an admin's details. Lists all admins; match by email.
- Find contact by email
Searches contacts by email and returns matches.
- Find tickets
Search tickets by criteria.
- Get company
Retrieve a company by ID.
- Get contact
Fetches a contact's details by ID.
- Get conversation
Fetches a conversation's details by ID.
- Get ticket
Retrieve a ticket by ID.
- List companies
List all companies.
- List segments
List all segments.
- List tags
Lists all tags for the workspace.
- Open conversation
Opens (marks open) the specified conversation.
- Remove tag from contact
Detaches a tag from the specified contact.
- Send conversation reply
Sends a reply to the specified conversation as an admin.
- Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
- Start conversation
Starts a new conversation with the specified contact.
- Track event
Submit a data event for a contact.
- Update company
Update an existing company.
- Update contact
Updates an existing contact specified by ID.
- Update ticket
Update an existing ticket.
- New envelope sent
Triggered when an envelope is sent from the DocuSign account.
- Add Envelope Recipients
Add one or more recipients to an existing envelope.
- Create Envelope
Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
- Create Envelope From Template
Create and send an envelope from an existing template using template roles.
- Create Recipient View
Generate an embedded signing URL (recipient view) for a recipient of an envelope.
- Delete Envelope Recipient
Remove a recipient from an envelope by recipient ID.
- Get Envelope
Retrieve a single envelope's status and details by envelope ID.
- Get envelope audit events
Retrieve the audit event log for an envelope.
- Get envelope document
Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
- Get Envelope Documents
List the documents contained in an envelope.
- Get Envelope Recipients
List the recipients of an envelope and their signing status.
- Get Envelope Status Changes
List envelopes whose status changed since a given date (status polling).
- Get Template
Retrieve a single template's definition by template ID.
- Get user
Retrieves the information for a DocuSign user.
- List Account Users
List the users in the DocuSign account.
- List Envelopes
List envelopes in the account, optionally filtered by status and modified date.
- List Folders
List the folders in the account.
- List Templates
List the envelope templates in the account.
- Send Envelope
Send a draft envelope by changing its status to sent.
- Update envelope
Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
- Update Envelope Recipients
Update existing recipients on an envelope (e.g. correct email or name).
- Void Envelope
Void a sent envelope, providing a void reason.
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
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Questions
Intercom and DocuSign, answered
What can start an automation from Intercom?
Any of Intercom's 4 triggers in the catalog, including New company, New conversation, New or updated contact and New ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuSign when something happens in Intercom?
Any of DocuSign's 21 actions, including Create Envelope, Create Envelope From Template, Create Recipient View and Send Envelope. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuSign to Intercom?
Yes. When something happens in DocuSign, your agent can act in Intercom too. This page covers both directions: DocuSign's triggers and Intercom's actions are listed here as well.
Do I have to build a connector for Intercom or DocuSign?
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.