Integration
Connect Modusign and Ploomes
When Document Updated fires in Modusign, your agent runs Add contact in Ploomes, or New contact in Ploomes to Add document request in Modusign. 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 Modusign and Ploomes to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Modusign and Ploomes can do together
From Modusign to Ploomes
When Document Updated in Modusign
then Add contact in Ploomes
From Ploomes to 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 Ploomes
Triggers and actions 4 triggers · 31 actions
- Document Updated
Triggers when a document is created, signed, completed, or aborted.
- Add document request
Request signatures on a document (signature request).
- Add label
Creates a new label in Modusign.
- Cancel document request
Cancel a pending signature request.
- Delete label
Delete a label.
- Delete template
Delete a template.
- Get Document
Retrieves the details of a single Modusign document by its ID.
- Get template
Get a template by id.
- Get user
Gets the Modusign user whose credentials the connection uses.
- Remind Signing
Resend signing request notifications to signers who did not sign.
- Request Document With Template
Create a document using a template and request signers to sign it.
- Search Documents
Search for documents with specific conditions.
- Update label
Update a label.
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
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 Modusign
Modusign to timeBuzzertimeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.
Modusign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Modusign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Modusign to StripeStripe is a payment processing platform for online businesses.
Modusign to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Modusign to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Ploomes
HubSpot to PloomesHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PloomesGoogle Sheets
Gmail to PloomesGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PloomesGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PloomesGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PloomesMailchimp marketing automation and email platform.
Questions
Modusign and Ploomes, 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 Ploomes when something happens in Modusign?
Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ploomes to Modusign?
Yes. When something happens in Ploomes, your agent can act in Modusign too. This page covers both directions: Ploomes's triggers and Modusign's actions are listed here as well.
Do I have to build a connector for Modusign or Ploomes?
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.