# Connect Modusign and noCRM.io When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Create Lead** in [noCRM.io](https://apiant.ai/connections/nocrm-io), or **Lead Status Changed** in noCRM.io to **Add document request** in Modusign. Describe the whole flow and it is built, tested on every scenario and kept running. Modusign **1** trigger Modusign **12** actions noCRM.io **8** triggers noCRM.io **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Modusign and noCRM.io to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Modusign and noCRM.io can do together ### From Modusign to noCRM.io - When **Document Updated** in Modusign then **Create Lead** in noCRM.io - When **Document Updated** in Modusign then **Assign Lead** in noCRM.io ### From noCRM.io to Modusign - When **Lead Status Changed** in noCRM.io then **Add document request** in Modusign - When **New Client Folder** in noCRM.io then **Request Document With Template** in Modusign 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 Modusign and noCRM.io ## Triggers and actions 9 triggers · 28 actions - Trigger **Document Updated** Triggers when a document is created, signed, completed, or aborted. - Action **Add document request** Request signatures on a document (signature request). - Action **Add label** Creates a new label in Modusign. - Action **Cancel document request** Cancel a pending signature request. - Action **Delete label** Delete a label. - Action **Delete template** Delete a template. - Action **Get Document** Retrieves the details of a single Modusign document by its ID. - Action **Get template** Get a template by id. - Action **Get user** Gets the Modusign user whose credentials the connection uses. - Action **Remind Signing** Resend signing request notifications to signers who did not sign. - Action **Request Document With Template** Create a document using a template and request signers to sign it. - Action **Search Documents** Search for documents with specific conditions. - Action **Update label** Update a label. - Trigger **Lead Status Changed** Triggers when a specific status of the lead is changed. - Trigger **New Client Folder** Triggers when a client folder is created. - Trigger **New Deleted Lead** Triggers when a lead is deleted. This trigger only works for Expert edition and above. - Trigger **New Lead** Triggers when a lead is created. - Trigger **New Lead Assigned** Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above. - Trigger **New Lead Comment** Triggers when a lead is comment on. This trigger only works for Expert edition and above. - Trigger **New Lead Content or Title Changed** Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above. - Trigger **New Prospect** Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above. - Action **Add Attachment** Add an attachment to a lead - Action **Add Comment** Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Add Tags** Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Assign Lead** Assign the lead to a user - Action **Call Simplified API** Call our simplified API to interact with your data - Action **Change Lead's Title** Change the title of a lead - Action **Change Status** Change the status of a lead to Standby, Won, Cancelled or Lost - Action **Change Step** Change the step of a lead - Action **Create Lead** Creates a new lead. - Action **Create Prospect** Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above. - Action **Delete Lead** Moves a lead to the trash. - Action **Find Lead** Finds a lead from an email address. - Action **Get Lead** Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields. - Action **Log an Activity** Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Set Amount and Probability** Set the amount and the probability of a lead - Action **Set the Estimated Closing Date** Set the estimated closing date on a lead ## Each app on its own - [ **Modusign** Modusign is a simple electronic contract service that makes signing a contract and its storage at once at...](https://apiant.ai/connections/modusign) - [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io) Reviews ## What our customers say ## More from Modusign - [ **Modusign to timeBuzzer** timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.](https://apiant.ai/connect/modusign-to-timebuzzer) - [ **Modusign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/modusign-to-salesforce) - [ **Modusign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/modusign-to-slack) - [ **Modusign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/modusign-to-stripe) - [ **Modusign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/modusign-to-shopify) - [ **Modusign to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/modusign-to-quickbooks-online) ## More into noCRM.io - [ **HubSpot to noCRM.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nocrm-io) - [ **Google Sheets to noCRM.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-nocrm-io) - [ **Gmail to noCRM.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nocrm-io) - [ **Google Calendar to noCRM.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nocrm-io) - [ **Google Drive to noCRM.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nocrm-io) - [ **Mailchimp to noCRM.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nocrm-io) Questions ## Modusign and noCRM.io, answered ### ### What can start an automation from Modusign? Any of Modusign's 1 trigger in the catalog, including Document Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in noCRM.io when something happens in Modusign? Any of noCRM.io's 16 actions, including Create Lead, Create Prospect, Log an Activity and Add Attachment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from noCRM.io to Modusign? Yes. When something happens in noCRM.io, your agent can act in Modusign too. This page covers both directions: noCRM.io's triggers and Modusign's actions are listed here as well. ### ### Do I have to build a connector for Modusign or noCRM.io? 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.