Integration
Connect Romify and Vinesign by Filevine
When Lead Scanned fires in Romify, your agent runs Send Document in Vinesign by Filevine, or New Document in Vinesign by Filevine to Get Lead in Romify. 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 Romify 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 Romify and Vinesign by Filevine can do together
From Romify to Vinesign by Filevine
When Lead Scanned in Romify
then Send Document in Vinesign by Filevine
When Lead Scanned in Romify
then Send document from Filevine documents in Vinesign by Filevine
From Vinesign by Filevine to Romify
When New Document in Vinesign by Filevine
then Get Lead in Romify
When New Template in Vinesign by Filevine
then List Example Leads in Romify
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 Romify and Vinesign by Filevine
Triggers and actions 3 triggers · 16 actions
Trigger
Lead ScannedTriggers when a lead is scanned or edited in Romify.
Action
Get LeadReturns one Romify lead by its ID, with contact details and qualifying answers.
Action
List EventsReturns your Romify events in a date range.
Action
List Example LeadsReturns randomized example leads for the flows set up in your Romify Hub.
Action
List LeadsReturns Romify leads for an event, or across all events in a date range.
Trigger
New DocumentTriggers when a new document appears in your Vinesign org, optionally only documents in a given status.
Trigger
New TemplateTriggers when a new template is created in your Vinesign org.
Action
Delete documentDeletes a Vinesign document by its ID.
Action
Expire DocumentExpires a document so it can no longer be signed. A signed document cannot be expired.
Action
Find DocumentReturns a document's details, including its name, status, recipients and completion date.
Action
Find TemplateReturns a template's details, including its name, recipients and notification settings.
Action
Get documentReturns a Vinesign document's details, including its name, status, dates, links and each recipient's signing progress.
Action
Get Document HistoryReturns a document's history: when it was created, sent, viewed and signed.
Action
Get Document Signed File InfoReturns the files of a signed document, each with its type, name, ID and a short-lived download link.
Action
Get templateReturns a Vinesign template's details, including its name, creation date, PDF link, notification settings and recipients.
Action
Resend DocumentResends a document to its recipients who have not signed yet.
Action
Send DocumentSends a file to recipients for e-signature and returns the new document's ID and recipients.
Action
Send document from Filevine documentsCreates and sends a Vinesign document for signature built from up to 10 Filevine Word documents with merge codes, instead of uploaded files.
Action
Send TemplateSends 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
More from Romify
Romify to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Romify to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Romify to StripeStripe is a payment processing platform for online businesses.
Romify to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Romify to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Romify to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Vinesign by Filevine
HubSpot to Vinesign by FilevineHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Vinesign by FilevineSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Vinesign by FilevineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Vinesign by FilevineGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Vinesign by FilevineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Vinesign by FilevineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Romify and Vinesign by Filevine, answered
What can start an automation from Romify?
Any of Romify's 1 trigger in the catalog, including Lead Scanned. 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 Romify?
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 Romify?
Yes. When something happens in Vinesign by Filevine, your agent can act in Romify too. This page covers both directions: Vinesign by Filevine's triggers and Romify's actions are listed here as well.
Do I have to build a connector for Romify 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 Romify 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.