Integration
Connect Offri and Xodo Sign
When New Contact fires in Offri, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Create Contact in Offri. 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 Offri 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Offri and Xodo Sign can do together
From Offri to Xodo Sign
When New Contact in Offri
then Add document in Xodo Sign
When New Proposal in Offri
then List documents in Xodo Sign
From Xodo Sign to Offri
When Document Completed in Xodo Sign
then Create Contact in Offri
When Document Completed in Xodo Sign
then Create Contact Person in Offri
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 Offri and Xodo Sign
Triggers and actions 4 triggers · 27 actions
Trigger
New ContactTriggers when a new client is added in Offri.
Trigger
New ProposalTriggers when a new proposal is created in Offri.
Trigger
Proposal Status ChangedTriggers when a proposal's status changes, for example to won, lost or expired.
Action
Add componentCreates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
Action
Create ContactCreates a client (company or private person) in Offri.
Action
Create Contact PersonAdds a contact person to an Offri client.
Action
Create ProposalCreates a new proposal in Offri, optionally for a client.
Action
Delete componentDeletes a component (product) from your Offri workspace.
Action
Delete ProposalDeletes a draft Offri proposal.
Action
Find ContactFinds Offri clients by name, email or customer number.
Action
Find Contact PersonFinds the contact persons of an Offri client, optionally by email.
Action
Get componentReturns the details of a component (product) in your Offri workspace, including its category and product pricing.
Action
Get ContactReturns one Offri client by ID.
Action
Get ProposalReturns one Offri proposal with its totals and signing details.
Action
List componentsReturns the components and products in your Offri workspace, optionally filtered by name or category.
Action
Remove ContactRemoves a client from Offri.
Action
Remove Contact PersonRemoves a contact person from an Offri client.
Action
Send ProposalSends an Offri proposal to its client with an expiration date.
Action
Update componentUpdates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
Action
Update ContactUpdates the details of an existing Offri client.
Action
Update Contact PersonUpdates a contact person of an Offri client.
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 Offri
Offri to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Offri to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Offri to StripeStripe is a payment processing platform for online businesses.
Offri to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Offri to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Offri 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
Offri and Xodo Sign, answered
What can start an automation from Offri?
Any of Offri's 3 triggers in the catalog, including New Contact, New Proposal and Proposal Status Changed. 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 Offri?
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 Offri?
Yes. When something happens in Xodo Sign, your agent can act in Offri too. This page covers both directions: Xodo Sign's triggers and Offri's actions are listed here as well.
Do I have to build a connector for Offri 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 Offri 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.