Integration
Connect SegMetrics to SignRequest
When New Contact in Report fires in SegMetrics, your agent runs Add document in SignRequest. 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 SegMetrics and SignRequest 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 SegMetrics can start in SignRequest
When New Contact in Report in SegMetrics
then Add document in SignRequest
When New Contact in Report in SegMetrics
then Add document attachment in SignRequest
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 SegMetrics and SignRequest
Triggers and actions 1 trigger · 27 actions
Trigger
New Contact in ReportTriggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).
Action
Add or Update a ContactAdds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.
Action
Add or Update an OrderAdds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.
Action
Add or Update ProductAdds a product to a SegMetrics integration, or updates it when the product ID already exists.
Action
Add or Update SubscriptionAdds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.
Action
Add Tag to ContactAdds one or more tags, by name, to a contact in a SegMetrics integration.
Action
Delete ContactPermanently deletes a contact, by contact ID or email, from a SegMetrics integration.
Action
Delete OrderPermanently deletes an order (invoice) from a SegMetrics integration.
Action
Delete SubscriptionPermanently deletes a subscription from a SegMetrics integration.
Action
Get ContactReturns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.
Action
Get Report DataReturns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.
Action
List Report ContactsReturns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.
Action
Record Ad PerformanceRecords one day of performance (spend, clicks, impressions) for an ad in SegMetrics.
Action
Remove Tag From ContactRemoves one or more tags, by name, from a contact in a SegMetrics integration.
Action
Run Report QueryRuns an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.
Action
Add documentCreates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.
Action
Add document attachmentAttaches a file to an existing SignRequest document, from a public link or from the file's contents.
Action
Cancel SignRequestCancels a SignRequest that is still pending, so its signers can no longer sign the document.
Action
Delete documentDeletes a document from your SignRequest team.
Action
Find documents by criteriaReturns up to 100 SignRequest documents that match a search query, document name, signer email, status or ownership filter, newest or best match first.
Action
Get documentReturns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.
Action
Get SignRequestReturns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.
Action
List documentsReturns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.
Action
List SignRequestsReturns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.
Action
List templatesReturns the templates available to your SignRequest team, with each template's name, ID and signer setup.
Action
Resend SignRequestResends the signature request email to the signers of an existing SignRequest who have not yet signed.
Action
Send SignRequestSends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.
Action
Send SignRequest From TemplateCreates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.
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 SegMetrics
SegMetrics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SegMetrics to StripeStripe is a payment processing platform for online businesses.
SegMetrics to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SegMetrics to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SegMetrics to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SegMetrics to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into SignRequest
HubSpot to SignRequestHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SignRequestSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SignRequestSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SignRequestGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SignRequestGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignRequestGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SegMetrics and SignRequest, answered
What can start an automation from SegMetrics?
Any of SegMetrics's 1 trigger in the catalog, including New Contact in Report. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignRequest when something happens in SegMetrics?
Any of SignRequest's 13 actions, including Send SignRequest, Send SignRequest From Template, Add document and Add document attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignRequest to SegMetrics?
SignRequest has no triggers in the catalog today, so automations start in SegMetrics. If you need the other direction, ask: your agent reads SignRequest's API documentation and adds it.
Do I have to build a connector for SegMetrics or SignRequest?
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 SegMetrics and SignRequest 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.