Integration
Connect Intercom and Vinesign by Filevine
When New company fires in Intercom, your agent runs Send Document in Vinesign by Filevine, or New Document in Vinesign by Filevine to Add note to contact in Intercom. 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 Intercom and Vinesign by Filevine 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 Intercom and Vinesign by Filevine can do together
From Intercom to Vinesign by Filevine
When New company in Intercom
then Send Document in Vinesign by Filevine
When New conversation in Intercom
then Send document from Filevine documents in Vinesign by Filevine
From Vinesign by Filevine to Intercom
When New Document in Vinesign by Filevine
then Add note to contact in Intercom
When New Template in Vinesign by Filevine
then Add tag to contact in 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 Vinesign by Filevine
Triggers and actions 6 triggers · 42 actions
Trigger
New companyFires when a new company is created.
Trigger
New conversationPolls for conversations, most recently updated first. Fires for each new conversation.
Trigger
New or updated contactPolls for contacts, most recently updated first. Fires for each new or updated contact.
Trigger
New ticketFires when a new ticket is created.
Action
Add companyCreate (or upsert) a company in Intercom.
Action
Add note to contactAdds a note to the specified contact as the specified admin.
Action
Add note to conversationAdds an internal note to the specified conversation as an admin.
Action
Add tag to contactAttaches a tag to the specified contact.
Action
Add ticketCreate a support ticket.
Action
Assign conversationAssigns the conversation to an admin or team.
Action
Close conversationCloses the specified conversation.
Action
Create contactCreates a new contact (role user or lead) in Intercom.
Action
Create messageCreates an admin-initiated email or in-app message to a contact.
Action
Delete companyDelete a company by ID.
Action
Delete contactDeletes a contact by ID.
Action
Find admin by emailFetches an admin's details. Lists all admins; match by email.
Action
Find contact by emailSearches contacts by email and returns matches.
Action
Find ticketsSearch tickets by criteria.
Action
Get companyRetrieve a company by ID.
Action
Get contactFetches a contact's details by ID.
Action
Get conversationFetches a conversation's details by ID.
Action
Get ticketRetrieve a ticket by ID.
Action
List companiesList all companies.
Action
List segmentsList all segments.
Action
List tagsLists all tags for the workspace.
Action
Open conversationOpens (marks open) the specified conversation.
Action
Remove tag from contactDetaches a tag from the specified contact.
Action
Send conversation replySends a reply to the specified conversation as an admin.
Action
Snooze conversationSnoozes the specified conversation until the given unix timestamp.
Action
Start conversationStarts a new conversation with the specified contact.
Action
Track eventSubmit a data event for a contact.
Action
Update companyUpdate an existing company.
Action
Update contactUpdates an existing contact specified by ID.
Action
Update ticketUpdate an existing ticket.
Trigger
New DocumentTriggers when a new document appears in your Vinesign org, optionally only documents in a given status.
Trigger
New TemplateTriggers when a new template is created in your Vinesign org.
Action
Delete documentDeletes a Vinesign document by its ID.
Action
Expire DocumentExpires a document so it can no longer be signed. A signed document cannot be expired.
Action
Find DocumentReturns a document's details, including its name, status, recipients and completion date.
Action
Find TemplateReturns a template's details, including its name, recipients and notification settings.
Action
Get documentReturns a Vinesign document's details, including its name, status, dates, links and each recipient's signing progress.
Action
Get Document HistoryReturns a document's history: when it was created, sent, viewed and signed.
Action
Get Document Signed File InfoReturns the files of a signed document, each with its type, name, ID and a short-lived download link.
Action
Get templateReturns a Vinesign template's details, including its name, creation date, PDF link, notification settings and recipients.
Action
Resend DocumentResends a document to its recipients who have not signed yet.
Action
Send DocumentSends a file to recipients for e-signature and returns the new document's ID and recipients.
Action
Send document from Filevine documentsCreates and sends a Vinesign document for signature built from up to 10 Filevine Word documents with merge codes, instead of uploaded files.
Action
Send TemplateSends a document for signature built from one or more templates.
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
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Questions
Intercom and Vinesign by Filevine, 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 Vinesign by Filevine when something happens in Intercom?
Any of Vinesign by Filevine's 12 actions, including Send Document, Send document from Filevine documents, Send Template and Expire Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vinesign by Filevine to Intercom?
Yes. When something happens in Vinesign by Filevine, your agent can act in Intercom too. This page covers both directions: Vinesign by Filevine's triggers and Intercom's actions are listed here as well.
Do I have to build a connector for Intercom or Vinesign by Filevine?
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 Intercom and Vinesign by Filevine 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.