Integration
Connect Planable and Xodo Sign
When New Media Uploaded fires in Planable, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Add Comment to Post in Planable. 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 Planable 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 Planable and Xodo Sign can do together
From Planable to Xodo Sign
When New Media Uploaded in Planable
then Add document in Xodo Sign
When New Post in Planable
then List documents in Xodo Sign
From Xodo Sign to Planable
When Document Completed in Xodo Sign
then Add Comment to Post in Planable
When Document Completed in Xodo Sign
then Create Post in Planable
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 Planable and Xodo Sign
Triggers and actions 3 triggers · 30 actions
Trigger
New Media UploadedTriggers when a new image or video is added to a Planable workspace media library.
Trigger
New PostTriggers when a new post is created in a Planable workspace.
Action
Add Comment to PostAdds a comment to a Planable post.
Action
Create CampaignCreates a campaign in a Planable workspace.
Action
Create LabelCreates a new label in a Planable workspace.
Action
Create PostCreates a new post in a Planable workspace, optionally scheduled, labeled and with media.
Action
Create StoryCreates a story for a social page in Planable from a media item.
Action
Create WorkspaceCreates a new Planable workspace with no approval workflow.
Action
Delete CampaignDeletes a Planable campaign.
Action
Delete PostDeletes a Planable post.
Action
Get CampaignReturns one Planable campaign by its ID.
Action
Get PostReturns one Planable post by its ID.
Action
List CampaignsReturns campaigns in a Planable workspace.
Action
List LabelsReturns the labels in a Planable workspace.
Action
List MediaReturns media files in a Planable workspace library.
Action
List MembersReturns the members of a Planable workspace.
Action
List PagesReturns the social pages connected to Planable, optionally for one workspace.
Action
List Post CommentsReturns the comments on a Planable post.
Action
List PostsReturns posts in a Planable workspace, optionally filtered by page, campaign or date.
Action
List WorkspacesReturns the workspaces in your Planable company.
Action
Update CampaignUpdates a Planable campaign.
Action
Update PostUpdates the text, schedule, labels or media of a Planable post.
Action
Upload MediaUploads images or videos from public URLs into a Planable workspace media library.
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 Planable
Planable to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planable to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planable to StripeStripe is a payment processing platform for online businesses.
Planable to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planable to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planable to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
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
Planable and Xodo Sign, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. 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 Planable?
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 Planable?
Yes. When something happens in Xodo Sign, your agent can act in Planable too. This page covers both directions: Xodo Sign's triggers and Planable's actions are listed here as well.
Do I have to build a connector for Planable 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 Planable 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.