Integration
Connect Perfit to Clicksign
When New Contact fires in Perfit, your agent runs Notifications Email in Clicksign. 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 Perfit and Clicksign 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 Perfit can start in Clicksign
When New Contact in Perfit
then Notifications Email in Clicksign
When New Contact in Perfit
then View Document in Clicksign
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 Perfit and Clicksign
Triggers and actions 1 trigger · 28 actions
Trigger
New ContactTriggers when a new contact appears in your Perfit account.
Action
Add Interest to ContactAdds an existing interest to a Perfit contact without changing the contact's other interests.
Action
Create Custom FieldCreates a custom field that Perfit contacts can store values in.
Action
Create InterestCreates a new Perfit interest that contacts can be tagged with.
Action
Create ListCreates a new Perfit contact list.
Action
Create/Update ContactAdds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.
Action
Delete ContactDeletes a Perfit contact.
Action
Delete InterestDeletes a Perfit interest.
Action
Delete ListDeletes a Perfit list.
Action
Find ContactFinds a Perfit contact by email address.
Action
Find InterestFinds a Perfit interest by name.
Action
Find ListFinds a Perfit list by name.
Action
Get Campaign MetricsReturns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.
Action
Get ContactReturns one Perfit contact, with its lists, interests and custom fields.
Action
Get ListReturns one Perfit list with its contact counts.
Action
Rename ListRenames an existing Perfit list.
Action
Unsubscribe ContactMarks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.
Action
Update ContactUpdates an existing Perfit contact's name, gender or language.
Action
Create SignerCreates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.
Action
Delete DocumentDeletes a draft document from a Clicksign envelope.
Action
Delete SignerDeletes a signer from an envelope, as long as the signer has not started signing.
Action
List DocumentsReturns the documents in a Clicksign envelope, with each document's status, file name and download link.
Action
List TemplatesReturns the document templates (modelos) in your Clicksign account.
Action
Notifications EmailSends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.
Action
Notifications SMSRe-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.
Action
Notifications WhatsAppSends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.
Action
Remove Signer From DocumentRemoves a signer who has not yet started signing from a Clicksign envelope.
Action
View DocumentReturns the current details and status of a document inside a Clicksign envelope.
Action
View SignerReturns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.
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 Perfit
Perfit to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Perfit to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Perfit to StripeStripe is a payment processing platform for online businesses.
Perfit to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Perfit to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Perfit to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Clicksign
HubSpot to ClicksignHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ClicksignSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to ClicksignSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to ClicksignGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ClicksignGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ClicksignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Perfit and Clicksign, answered
What can start an automation from Perfit?
Any of Perfit's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clicksign when something happens in Perfit?
Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clicksign to Perfit?
Clicksign has no triggers in the catalog today, so automations start in Perfit. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it.
Do I have to build a connector for Perfit or Clicksign?
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 Perfit and Clicksign 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.