--- title: "Connect Salesflare and SignNow - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Update Document\" in SignNow." canonical: "https://apiant.ai/connect/salesflare-to-signnow" --- # Connect Salesflare and SignNow When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Update Document** in [SignNow](https://apiant.ai/connections/signnow), or **Document Updated** in SignNow to **Add Contact to Account** in Salesflare. Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **1** trigger Salesflare **11** actions SignNow **3** triggers SignNow **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesflare and SignNow to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Salesflare and SignNow can do together ### From Salesflare to SignNow - When **New Account** in Salesflare then **Update Document** in SignNow - When **New Account** in Salesflare then **Upload Document** in SignNow ### From SignNow to Salesflare - When **Document Updated** in SignNow then **Add Contact to Account** in Salesflare - When **New Document** in SignNow then **Find Contact** in Salesflare 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 Salesflare and SignNow ## Triggers and actions 4 triggers · 24 actions - Trigger **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Trigger **Document Deleted** Triggers when a document has been deleted. - Trigger **Document Updated** Triggers when a document has been updated. - Trigger **New Document** Triggers when a document has been uploaded to SignNow. - Action **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. - Action **Add template** Creates a template in SignNow from an existing document. The source document is flattened into a reusable template. - Action **Delete document** Deletes a document from the SignNow account. - Action **Download document** Downloads a SignNow document as a PDF, or as a zip that also includes its attachments. - Action **Get document** Get a document by id. - Action **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. - Action **List documents** Lists the documents in a SignNow folder (for example your Documents folder), with optional filtering by signing status or date and sorting. - Action **List signing links** Lists the signing links created for a document or template. - Action **Merge documents** Merges existing SignNow documents into one new document. - Action **Resend invite** Resends the email invite to sign a document to a signer who has not yet signed. - Action **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). - Action **Upload Document** Uploads a file to the SignNow account and returns the new document's ID. - Action **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. ## Each app on its own - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) - [ **SignNow** SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage...](https://apiant.ai/connections/signnow) Reviews ## What our customers say ## More from Salesflare - [ **Salesflare to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesflare-to-salesforce) - [ **Salesflare to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesflare-to-slack) - [ **Salesflare to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesflare-to-stripe) - [ **Salesflare to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesflare-to-shopify) - [ **Salesflare to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesflare-to-trello) - [ **Salesflare to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesflare-to-zoom) ## More into SignNow - [ **HubSpot to SignNow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-signnow) - [ **Salesforce to SignNow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-signnow) - [ **Google Sheets to SignNow** Google Sheets](https://apiant.ai/connect/google-sheets-to-signnow) - [ **Gmail to SignNow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-signnow) - [ **Google Calendar to SignNow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-signnow) - [ **Google Drive to SignNow** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-signnow) Questions ## Salesflare and SignNow, answered ### ### What can start an automation from Salesflare? Any of Salesflare's 1 trigger in the catalog, including New Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SignNow when something happens in Salesflare? 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 Salesflare? Yes. When something happens in SignNow, your agent can act in Salesflare too. This page covers both directions: SignNow's triggers and Salesflare's actions are listed here as well. ### ### Do I have to build a connector for Salesflare 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 Salesflare 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.