Integration
Connect Lead Forensics and Xodo Sign
When New Visit fires in Lead Forensics, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Find businesses by assigned user in Lead Forensics. 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 Lead Forensics and Xodo Sign 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)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 Lead Forensics and Xodo Sign can do together
From Lead Forensics to Xodo Sign
When New Visit in Lead Forensics
then Add document in Xodo Sign
When New Visit Filtered in Lead Forensics
then List documents in Xodo Sign
From Xodo Sign to Lead Forensics
When Document Completed in Xodo Sign
then Find businesses by assigned user in Lead Forensics
When Document Completed in Xodo Sign
then Find pages by visit in Lead Forensics
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 Lead Forensics and Xodo Sign
Triggers and actions 3 triggers · 18 actions
Trigger
New VisitTriggers when a new visit to your website by an identified business is recorded in Lead Forensics.
Trigger
New Visit FilteredTriggers when a new website visit matches one of your Lead Forensics trigger reports.
Action
Find businesses by assigned userReturns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
Action
Find businesses by categoryReturns the businesses in a chosen Lead Forensics category that visited your website within a date range.
Action
Find pages by visitReturns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view.
Action
Find visits by businessReturns the website visits made by a given business, optionally limited to a date range.
Action
Find visits by conversionReturns the website visits that reached the chosen conversion, optionally limited to a date range.
Action
Get businessReturns a business identified by Lead Forensics, including its address, phone, website, industry and size.
Action
Get visitReturns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
Action
List businessesReturns every business that visited your website within the date range you choose.
Action
List visitsReturns the visits businesses made to your website, optionally limited to a date range.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature.
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it).
Action
Delete documentPermanently delete a document or template.
Action
List businessesList the businesses (sub-accounts) available on this account.
Action
List documentsList the account's documents.
Action
List templatesList the account's saved templates.
Action
Reassign signerReassign a document's pending signature to a different signer email.
Action
Send reminderSend a signature reminder to a pending signer on a document.
Action
Use TemplateSends a document created from a template in your eversign account.
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
Lead Forensics and Xodo Sign, answered
What can start an automation from Lead Forensics?
Any of Lead Forensics's 2 triggers in the catalog, including New Visit and New Visit Filtered. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xodo Sign when something happens in Lead Forensics?
Any of Xodo Sign's 9 actions, including Send reminder, Add document, List businesses and List documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xodo Sign to Lead Forensics?
Yes. When something happens in Xodo Sign, your agent can act in Lead Forensics too. This page covers both directions: Xodo Sign's triggers and Lead Forensics's actions are listed here as well.
Do I have to build a connector for Lead Forensics or Xodo Sign?
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 Lead Forensics and Xodo Sign 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.