--- title: "Connect Nutshell and SignWell - APIANT.ai" description: "When \"New Activity\" fires in Nutshell, your agent runs \"Create Document From Template\" in SignWell." canonical: "https://apiant.ai/connect/nutshell-to-signwell" --- # Connect Nutshell and SignWell When **New Activity** fires in [Nutshell](https://apiant.ai/connections/nutshell), your agent runs **Create Document From Template** in [SignWell](https://apiant.ai/connections/signwell), or **Document Completed** in SignWell to **Create Lead** in Nutshell. Describe the whole flow and it is built, tested on every scenario and kept running. Nutshell **6** triggers Nutshell **12** actions SignWell **3** triggers SignWell **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nutshell and SignWell 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 Nutshell and SignWell can do together ### From Nutshell to SignWell - When **New Activity** in Nutshell then **Create Document From Template** in SignWell ### From SignWell to Nutshell - When **Document Completed** in SignWell then **Create Lead** in Nutshell - When **Document Sent** in SignWell then **Update Lead** in Nutshell 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 Nutshell and SignWell ## Triggers and actions 9 triggers · 13 actions - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. - Trigger **Document Completed** Triggers when a document has been completed. - Trigger **Document Sent** Triggers when a document is sent. - Trigger **Document Viewed** Triggers when a signer views a document for the first time. - Action **Create Document From Template** Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan. ## Each app on its own - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) - [ **SignWell** SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...](https://apiant.ai/connections/signwell) Reviews ## What our customers say ## More from Nutshell - [ **Nutshell to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nutshell-to-salesforce) - [ **Nutshell to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/nutshell-to-hyperstack-certificates) - [ **Nutshell to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/nutshell-to-pixabay) - [ **Nutshell to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nutshell-to-slack) - [ **Nutshell to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/nutshell-to-mailchimp) - [ **Nutshell to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nutshell-to-stripe) ## More into SignWell - [ **Attio to SignWell** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-signwell) - [ **HubSpot to SignWell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signwell) - [ **Salesforce to SignWell** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signwell) - [ **Gmail to SignWell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signwell) - [ **Google Calendar to SignWell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signwell) - [ **Mailchimp to SignWell** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-signwell) Questions ## Nutshell and SignWell, answered ### ### What can start an automation from Nutshell? Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SignWell when something happens in Nutshell? Any of SignWell's 1 action, including Create Document From Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SignWell to Nutshell? Yes. When something happens in SignWell, your agent can act in Nutshell too. This page covers both directions: SignWell's triggers and Nutshell's actions are listed here as well. ### ### Do I have to build a connector for Nutshell or SignWell? 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 Nutshell and SignWell 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.