# Connect Modusign and Pipefile

When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Create Contact** in [Pipefile](https://apiant.ai/connections/pipefile), or **File Request Created** in Pipefile 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 Pipefile **1** trigger Pipefile **10** 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 Pipefile 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 Pipefile can do together

### From Modusign to Pipefile

- When **Document Updated** in Modusign then **Create Contact** in Pipefile
- When **Document Updated** in Modusign then **Update Contact** in Pipefile

### From Pipefile to Modusign

- When **File Request Created** in Pipefile then **Add document request** in Modusign
- When **File Request Created** in Pipefile 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 Pipefile

## Triggers and actions 2 triggers · 22 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

**File Request Created**

Triggers when a file request is created.

- Action

**Add File Request From Template**

Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.

- Action

**Create Contact**

Add to contacts

- Action

**Delete Contact**

Delete a contact by id. Returns 204 No Content on success.

- Action

**Get Contact**

Retrieve one contact by id.

- Action

**Get File Request**

Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.

- Action

**List Contacts**

Retrieve a paginated list of contacts, filterable by name/email/phone partial match.

- Action

**List File Request Templates**

Retrieve the list of file request templates available for creating new file requests, with optional name search.

- Action

**Search File Requests**

Finds all file requests matching this search query (contact name, email, tags, etc).

- Action

**Send Request**

Create and send a new request

- Action

**Update Contact**

Update name/email/phone of an existing contact by id.

## 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)
- [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile)

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 Pipefile

- [ **HubSpot to Pipefile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipefile)
- [ **Instagram to Pipefile** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-pipefile)
- [ **EARLY to Pipefile** EARLY is a Time Tracking App: Effortless, Smart, and Secure.](https://apiant.ai/connect/early-to-pipefile)
- [ **Google Sheets to Pipefile** Google Sheets](https://apiant.ai/connect/google-sheets-to-pipefile)
- [ **Gmail to Pipefile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipefile)
- [ **Google Calendar to Pipefile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipefile)

Questions

## Modusign and Pipefile, 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 Pipefile when something happens in Modusign?

Any of Pipefile's 10 actions, including Create Contact, Send Request, Update Contact and Add File Request From Template. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Pipefile to Modusign?

Yes. When something happens in Pipefile, your agent can act in Modusign too. This page covers both directions: Pipefile's triggers and Modusign's actions are listed here as well.

###

### Do I have to build a connector for Modusign or Pipefile?

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.
