Integration
Connect Loyalzoo to BoldSign
When Customer Updated fires in Loyalzoo, your agent runs Add contact in BoldSign. 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 Loyalzoo and BoldSign 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 Loyalzoo can start in BoldSign
When Customer Updated in Loyalzoo
then Add 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 Loyalzoo and BoldSign
Triggers and actions 8 triggers · 24 actions
- Checkin
Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.
- Customer Updated
Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.
- Membership Created
Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.
- Membership Ended
Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.
- New Charge
Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.
- New Counter Event
Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.
- New Customer Created
Triggers when a new customer is added to the merchant's place.
- Points Given
Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.
- Create New Customer
Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.
- Export Latest Customer Data
Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.
- Export Latest Transaction Data
Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.
- Get Customer Payment Method
Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.
- Get Membership
Returns one membership held by a customer of your place, including its amount, billing dates and status.
- Get Merchant Info
Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.
- Give Points
Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.
- Increase Counter
Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.
- Retrieve Customer Details
Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.
- Search for Loyalty Customer via Email
Returns the customers of your Loyalzoo place whose email address matches the one you specify.
- Update Customer
Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.
- 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.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- 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.
- 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.
- 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.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
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
More from Loyalzoo
Loyalzoo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Loyalzoo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Loyalzoo to MailchimpMailchimp marketing automation and email platform.
Loyalzoo to StripeStripe is a payment processing platform for online businesses.
Loyalzoo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Loyalzoo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into BoldSign
HubSpot to BoldSignHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to BoldSignGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to BoldSignGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to BoldSignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Loyalzoo and BoldSign, answered
What can start an automation from Loyalzoo?
Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Loyalzoo?
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 Loyalzoo?
BoldSign has no triggers in the catalog today, so automations start in Loyalzoo. 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 Loyalzoo 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 Loyalzoo 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.