--- title: "Connect Modusign and Streak - APIANT.ai" description: "When \"Document Updated\" fires in Modusign, your agent runs \"Create Task\" in Streak, or \"New Box\" in Streak to \"Add document request\" in Modusign." canonical: "https://apiant.ai/connect/modusign-to-streak" --- # Connect Modusign and Streak When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Create Task** in [Streak](https://apiant.ai/connections/streak), or **New Box** in Streak 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 Streak **12** triggers Streak **21** 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 Streak to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Streak can do together ### From Modusign to Streak - When **Document Updated** in Modusign then **Create Task** in Streak - When **Document Updated** in Modusign then **Update Task** in Streak ### From Streak to Modusign - When **New Box** in Streak then **Add document request** in Modusign - When **New email thread** in Streak 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 Streak ## Triggers and actions 13 triggers · 33 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 **New Box** Triggered when a new box is added to the specified pipeline. - Trigger **New email thread** Triggered when a new email thread is added to the specified box. - Trigger **New event** Triggered when a new event occurs within any pipeline. - Trigger **New event in box** Triggered when a new event occurs within the specified box. - Trigger **New event in pipeline** Triggered when a new event occurs within the specified pipeline. - Trigger **New file** Triggered when a new file is added to the specified box. - Trigger **New Pipeline** Triggered when a new pipeline is added. - Trigger **New snippet** Triggered when a new snippet is added. - Trigger **New Stage** Triggered when a new stage is added to the specified pipeline. - Trigger **New Task in Box** Triggered when a new task is added to the specified box. - Trigger **New task in pipeline** Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key. - Trigger **Task complete** Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key. - Action **Create Box** Adds a new box to the specified pipeline. - Action **Create Comment** Adds a new comment to the specified box. - Action **Create Pipeline** Creates a new pipeline. - Action **Create Stage** Adds a new stage to the specified pipeline. - Action **Create Task** Adds a new task to the specified box. - Action **Delete Box** Deletes a box by its key. - Action **Delete Stage** Deletes a stage from the specified pipeline. - Action **Delete Task** Deletes a task by its key. - Action **Get Box** Gets a single box by its key. - Action **Get Current User** Returns the user associated with the API key. - Action **Get Pipeline** Gets a single pipeline by its key. - Action **List Boxes in Pipeline** Lists all boxes in the specified pipeline. - Action **List Fields** Lists all fields in the specified pipeline. - Action **List Pipelines** Lists all pipelines the user has access to. - Action **List Stages** Lists all stages in the specified pipeline. - Action **List Tasks in Box** Lists all tasks in the specified box. - Action **Move Box to Stage** Moves a box to a stage in the specified pipeline. - Action **Search** Searches boxes, contacts, and organizations across Streak. - Action **Update Box** Updates a box's name, notes, or stage. - Action **Update Box Field Value** Sets the value of a custom field on a box. - Action **Update Task** Updates a task's text, due date, or completion status. ## 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) - [ **Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connections/streak) 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 Streak - [ **HubSpot to Streak** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-streak) - [ **Salesforce to Streak** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-streak) - [ **Slack to Streak** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-streak) - [ **Gmail to Streak** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-streak) - [ **Mailchimp to Streak** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-streak) - [ **Shopify to Streak** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-streak) Questions ## Modusign and Streak, 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 Streak when something happens in Modusign? Any of Streak's 21 actions, including Create Box, Create Comment, Create Pipeline and Create Stage. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Streak to Modusign? Yes. When something happens in Streak, your agent can act in Modusign too. This page covers both directions: Streak's triggers and Modusign's actions are listed here as well. ### ### Do I have to build a connector for Modusign or Streak? 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 Modusign and Streak 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.