Integration
Connect Refersion and SignNow
When New Affiliate fires in Refersion, your agent runs Update Document in SignNow, or Document Updated in SignNow to Update Conversion Status in Refersion. 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 Refersion and SignNow 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 Refersion and SignNow can do together
From Refersion to SignNow
When New Affiliate in Refersion
then Update Document in SignNow
From SignNow to Refersion
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 Refersion and SignNow
Triggers and actions 5 triggers · 25 actions
- New Affiliate
Triggers when a new affiliate signs up or is added.
- New Conversion
Triggers when a new conversion is recorded.
- Delete Affiliate
Deletes an affiliate.
- Delete Offer
Deletes an offer.
- Find an Affiliate
Finds an affiliate by email address, name or affiliate code.
- Generate Affiliate Tracking Link
Returns a tracking link for an affiliate, optionally to a specific URL.
- Get Affiliate
Returns the affiliate with a given affiliate code.
- Get Conversion
Returns one conversion's details.
- List Affiliates
Returns affiliates, optionally filtered by status, search text or offer.
- List Clicks
Returns affiliate link clicks in a date range.
- List Conversions
Returns conversions, optionally filtered by status, affiliate, order or date.
- List Offers
Returns the account's offers.
- Search Orders
Searches orders that can be credited to an affiliate.
- Update Conversion Status
Changes a conversion's status, e.g. approve or deny it.
- Document Deleted
Triggers when a document has been deleted.
- Document Updated
Triggers when a document has been updated.
- New Document
Triggers when a document has been uploaded to SignNow.
- Add signing link
Creates a single signing link (and QR code) for a SignNow document or template so anyone with the link can sign it.
- Add template
Creates a template in SignNow from an existing document. The source document is flattened into a reusable template.
- Delete document
Deletes a document from the SignNow account.
- Download document
Downloads a SignNow document as a PDF, or as a zip that also includes its attachments.
- Get document
Get a document by id.
- Invite to Sign
Sends a free form invite to sign an existing SignNow document that has no fields; the signer can place their signature anywhere on the document.
- List documents
Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting.
- List signing links
Lists the signing links created for a document or template.
- Merge documents
Merges existing SignNow documents into one new document.
- Resend invite
Resends the email invite to sign a document to a signer who has not yet signed.
- Update Document
edits an existing document (e.g. adds or updates fields/texts), which fires the user.document.update event without sending an invite (avoids the daily invite limit).
- Upload Document
Uploads a file to the SignNow account and returns the new document's ID.
- Upload Document & Extract Fields
Uploads a .doc, .docx or .pdf file to SignNow and converts its text tags (and optionally its fillable PDF fields) into SignNow fields.
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 Refersion
Refersion to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Refersion to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Refersion to StripeStripe is a payment processing platform for online businesses.
Refersion to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Refersion to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Refersion to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into SignNow
HubSpot to SignNowHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SignNowGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SignNowGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignNowGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SignNowGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Refersion and SignNow, answered
What can start an automation from Refersion?
Any of Refersion's 2 triggers in the catalog, including New Affiliate and New Conversion. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignNow when something happens in Refersion?
Any of SignNow's 13 actions, including Update Document, Upload Document, Upload Document & Extract Fields and Add signing link. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignNow to Refersion?
Yes. When something happens in SignNow, your agent can act in Refersion too. This page covers both directions: SignNow's triggers and Refersion's actions are listed here as well.
Do I have to build a connector for Refersion or SignNow?
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 Refersion and SignNow 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.