Integration
Connect Playbook Creative to BoldSign
When Asset Added fires in Playbook Creative, your agent runs Add contact in BoldSign. 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 Playbook Creative and BoldSign 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 Playbook Creative can start in BoldSign
When Asset Added in Playbook Creative
then Add contact in BoldSign
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 Playbook Creative and BoldSign
Triggers and actions 2 triggers · 31 actions
- Asset Added
Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
- Asset Updated in Board
Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
- Create Asset
Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
- Create Board
Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
- Create Organization
Creates a new Playbook organization (workspace) with the given name and returns its id and slug.
- Delete asset
Deletes an asset from a Playbook workspace.
- Delete board
Deletes a board from a Playbook workspace.
- Find Asset
Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
- Find Board
Returns the boards in a Playbook workspace whose title matches the text you search for.
- Get asset
Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
- Get board
Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.
- List assets
Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
- List boards
Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
- List organizations
Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
- List users
Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
- Move Asset
Moves one or more assets into a different board in a Playbook workspace.
- Update Asset
Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
- Update Asset Status
Sets the status of an asset in a Playbook workspace and returns the updated asset.
- Update asset tags
Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
- Update board
Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
- Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
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
Playbook Creative and BoldSign, answered
What can start an automation from Playbook Creative?
Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Playbook Creative?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to Playbook Creative?
BoldSign has no triggers in the catalog today, so automations start in Playbook Creative. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for Playbook Creative or BoldSign?
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 Playbook Creative and BoldSign 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.