Integration
Connect Roll and Xodo Sign
When New Company fires in Roll, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Add task in Roll. 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 Roll 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 Roll and Xodo Sign can do together
From Roll to Xodo Sign
When New Company in Roll
then Add document in Xodo Sign
When New Project in Roll
then List documents in Xodo Sign
From Xodo Sign to Roll
When Document Completed in Xodo Sign
then Add task in Roll
When Document Completed in Xodo Sign
then Create Time Record in Roll
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 Roll and Xodo Sign
Triggers and actions 4 triggers ยท 20 actions
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Time RecordTriggers when a new time record is created.
Action
Add taskCreate a task via the Roll GraphQL API task add mutation.
Action
Create CompanyCreates a new company.
Action
Create ProjectCreates a new project.
Action
Create Time RecordCreates a new time record.
Action
Find CompanyFinds an existing company.
Action
Find employeeSearch employees via the Roll GraphQL API employees query.
Action
Find ProjectFinds an existing project.
Action
Find Time RecordLooks up Roll time records via the GraphQL time query.
Action
Update projectUpdate a project via the Roll GraphQL API project update mutation.
Action
Update taskUpdate a task via the Roll GraphQL API task update mutation.
Action
Update time recordUpdate a time entry via the Roll GraphQL API time update mutation.
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 Roll
Roll to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Roll to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Roll to StripeStripe is a payment processing platform for online businesses.
Roll to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Roll to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Roll to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
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
Google Calendar to Xodo SignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Roll and Xodo Sign, answered
What can start an automation from Roll?
Any of Roll's 3 triggers in the catalog, including New Company, New Project and New Time Record. 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 Roll?
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 Roll?
Yes. When something happens in Xodo Sign, your agent can act in Roll too. This page covers both directions: Xodo Sign's triggers and Roll's actions are listed here as well.
Do I have to build a connector for Roll 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 Roll 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.