Integration
Connect Salesmate and Signable
When New De-Activated User fires in Salesmate, your agent runs Create Contact in Signable, or New Contact in Signable to Create Contact in Salesmate. 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 Salesmate and Signable 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 Salesmate and Signable can do together
From Salesmate to Signable
When New De-Activated User in Salesmate
then Create Contact in Signable
From Signable to Salesmate
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 Salesmate and Signable
Triggers and actions 4 triggers · 23 actions
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
- New Contact
Triggers when a new contact is added to your Signable account.
- New Envelope
Triggers when a new envelope is created in your Signable account.
- Create Contact
Creates a contact in your Signable contact list.
- Delete Contact
Deletes a Signable contact.
- Delete Envelope
Deletes a Signable envelope.
- Expire Envelope
Expires a Signable envelope.
- Get Contact
Returns one Signable contact by ID.
- Get Envelope
Returns one Signable envelope with its parties and documents.
- Get Template
Returns one Signable template with its parties and merge fields.
- List Contacts
Returns contacts in your Signable account.
- List Envelopes
Returns envelopes in your Signable account.
- List Templates
Returns templates in your Signable account.
- Send an Envelope Using a Template
Sends a new Signable envelope built from one of your templates to one signer.
- Send Envelope Reminder
Sends a reminder to the parties of a Signable envelope who have not signed yet.
- Update Contact
Updates a Signable contact's name or email.
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 Salesmate
Salesmate to GoHighLevelAll-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...
Salesmate to PersonaIdentity verification API for KYC checks, document verification, and fraud prevention workflows.
Salesmate to VincarioVincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...
Salesmate to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesmate to StripeStripe is a payment processing platform for online businesses.
Salesmate to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Signable
HubSpot to SignableHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SignableSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SignableGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SignableGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignableGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SignableGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Salesmate and Signable, answered
What can start an automation from Salesmate?
Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Signable when something happens in Salesmate?
Any of Signable's 13 actions, including Create Contact, Send an Envelope Using a Template, Send Envelope Reminder and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Signable to Salesmate?
Yes. When something happens in Signable, your agent can act in Salesmate too. This page covers both directions: Signable's triggers and Salesmate's actions are listed here as well.
Do I have to build a connector for Salesmate or Signable?
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 Salesmate and Signable 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.