Integration
Connect ProAbono to BoldSign
When Event(s) Related to a Customer fires in ProAbono, 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 ProAbono 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 ProAbono can start in BoldSign
When Event(s) Related to a Customer in ProAbono
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 ProAbono and BoldSign
Triggers and actions 1 trigger · 26 actions
- Event(s) Related to a Customer
Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).
- Anonymize a Customer
Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.
- Bill a Customer
Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.
- Create a Line in the Customer Balance
Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.
- Create or Update a Customer
Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.
- Get invoice
Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.
- List customers
Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.
- Retrieve a Customer
Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.
- Retrieve Billing Address of a Customer
Returns the billing address of a customer, looked up by your own customer reference.
- Retrieve Full Invoice (PDF)
Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.
- Retrieve Payment Settings of a Customer
Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.
- Suspend a Customer
Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.
- Update Billing Address of a Customer
Sets or updates the billing address of a ProAbono customer, and returns the saved address.
- Update Payment Settings of a Customer
Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.
- 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
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Questions
ProAbono and BoldSign, answered
What can start an automation from ProAbono?
Any of ProAbono's 1 trigger in the catalog, including Event(s) Related to a Customer. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in ProAbono?
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 ProAbono?
BoldSign has no triggers in the catalog today, so automations start in ProAbono. 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 ProAbono 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 ProAbono 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.