Integration
Connect Planfix and Vinesign by Filevine
When New Comment fires in Planfix, your agent runs Send Document in Vinesign by Filevine, or New Document in Vinesign by Filevine to Add Contact in Planfix. 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 Planfix and Vinesign by Filevine 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 Planfix and Vinesign by Filevine can do together
From Planfix to Vinesign by Filevine
When New Comment in Planfix
then Send Document in Vinesign by Filevine
From Vinesign by Filevine to Planfix
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 Planfix and Vinesign by Filevine
Triggers and actions 8 triggers · 30 actions
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
- New Document
Triggers when a new document appears in your Vinesign org, optionally only documents in a given status.
- New Template
Triggers when a new template is created in your Vinesign org.
- Delete document
Deletes a Vinesign document by its ID.
- Expire Document
Expires a document so it can no longer be signed. A signed document cannot be expired.
- Find Document
Returns a document's details, including its name, status, recipients and completion date.
- Find Template
Returns a template's details, including its name, recipients and notification settings.
- Get document
Returns a Vinesign document's details, including its name, status, dates, links and each recipient's signing progress.
- Get Document History
Returns a document's history: when it was created, sent, viewed and signed.
- Get Document Signed File Info
Returns the files of a signed document, each with its type, name, ID and a short-lived download link.
- Get template
Returns a Vinesign template's details, including its name, creation date, PDF link, notification settings and recipients.
- Resend Document
Resends a document to its recipients who have not signed yet.
- Send Document
Sends a file to recipients for e-signature and returns the new document's ID and recipients.
- Send document from Filevine documents
Creates and sends a Vinesign document for signature built from up to 10 Filevine Word documents with merge codes, instead of uploaded files.
- Send Template
Sends a document for signature built from one or more templates.
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
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Questions
Planfix and Vinesign by Filevine, answered
What can start an automation from Planfix?
Any of Planfix's 6 triggers in the catalog, including New Comment, New Contact, New project and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vinesign by Filevine when something happens in Planfix?
Any of Vinesign by Filevine's 12 actions, including Send Document, Send document from Filevine documents, Send Template and Expire Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vinesign by Filevine to Planfix?
Yes. When something happens in Vinesign by Filevine, your agent can act in Planfix too. This page covers both directions: Vinesign by Filevine's triggers and Planfix's actions are listed here as well.
Do I have to build a connector for Planfix or Vinesign by Filevine?
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 Planfix and Vinesign by Filevine 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.