Integration
Connect MyDesk and Xodo Sign
When New Appointment fires in MyDesk, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Create Contact in MyDesk. 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 MyDesk and Xodo Sign 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 MyDesk and Xodo Sign can do together
From MyDesk to Xodo Sign
When New Appointment in MyDesk
then Add document in Xodo Sign
When New Company in MyDesk
then List documents in Xodo Sign
From Xodo Sign to MyDesk
When Document Completed in Xodo Sign
then Create Contact in MyDesk
When Document Completed in Xodo Sign
then Create Task in MyDesk
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 MyDesk and Xodo Sign
Triggers and actions 8 triggers · 22 actions
Trigger
New AppointmentTriggered when a new appointment is created in MyDesk.
Trigger
New CompanyTriggers when a new company is created in MyDesk.
Trigger
New ContactTriggers when a new contact is created in MyDesk.
Trigger
New OpportunityTriggered when a new opportunity is created in MyDesk.
Trigger
New TaskTriggered when a new task is created in MyDesk.
Trigger
Task CompletedTriggers when a task is marked as completed in MyDesk.
Trigger
Task OverdueTriggers when an open task passes its planned date without being completed.
Action
Create AddressCreates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.
Action
Create CompanyCreates a new company (account) in MyDesk and returns its id.
Action
Create ContactCreates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.
Action
Create TaskCreates a new task in MyDesk and returns its id.
Action
Find ContactReturns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.
Action
Find CountryReturns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.
Action
Find OpportunityReturns the opportunities in MyDesk that match your own identifier or a filter condition.
Action
Find RepresentativeReturns the representatives in MyDesk that match the name, your own identifier or filter you specify.
Action
Find TaskReturns the MyDesk tasks that match your identifier, subject or filter condition.
Action
Update CompanyUpdates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.
Action
Update ContactUpdates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.
Action
Update OpportunityUpdates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.
Action
Update TaskUpdates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature.
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it).
Action
Delete documentPermanently delete a document or template.
Action
List businessesList the businesses (sub-accounts) available on this account.
Action
List documentsList the account's documents.
Action
List templatesList the account's saved templates.
Action
Reassign signerReassign a document's pending signature to a different signer email.
Action
Send reminderSend a signature reminder to a pending signer on a document.
Action
Use TemplateSends a document created from a template in your eversign account.
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 MyDesk
MyDesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
MyDesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
MyDesk to StripeStripe is a payment processing platform for online businesses.
MyDesk to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
MyDesk to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
MyDesk to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Xodo Sign
ActiveCampaign to Xodo SignActiveCampaign is a marketing automation, email marketing, and CRM platform.
HubSpot to Xodo SignHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Xodo SignSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Xodo SignSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Xodo SignGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Calendar to Xodo SignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
MyDesk and Xodo Sign, answered
What can start an automation from MyDesk?
Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Xodo Sign when something happens in MyDesk?
Any of Xodo Sign's 9 actions, including Send reminder, Add document, List businesses and List documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xodo Sign to MyDesk?
Yes. When something happens in Xodo Sign, your agent can act in MyDesk too. This page covers both directions: Xodo Sign's triggers and MyDesk's actions are listed here as well.
Do I have to build a connector for MyDesk or Xodo Sign?
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 MyDesk and Xodo Sign 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.