--- title: "Connect Sertifier and Xodo Sign - APIANT.ai" description: "When \"New Detail\" fires in Sertifier, your agent runs \"Add document\" in Xodo Sign, or \"Document Completed\" in Xodo Sign to \"Create Detail\" in Sertifier." canonical: "https://apiant.ai/connect/sertifier-to-xodo-sign" --- # Connect Sertifier and Xodo Sign When **New Detail** fires in [Sertifier](https://apiant.ai/connections/sertifier), your agent runs **Add document** in [Xodo Sign](https://apiant.ai/connections/xodo-sign), or **Document Completed** in Xodo Sign to **Create Detail** in Sertifier. Describe the whole flow and it is built, tested on every scenario and kept running. Sertifier **2** triggers Sertifier **1** action Xodo Sign **1** trigger Xodo Sign **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Sertifier and Xodo Sign 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 Sertifier and Xodo Sign can do together ### From Sertifier to Xodo Sign - When **New Detail** in Sertifier then **Add document** in Xodo Sign - When **New Skills** in Sertifier then **List documents** in Xodo Sign ### From Xodo Sign to Sertifier - When **Document Completed** in Xodo Sign then **Create Detail** in Sertifier 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 Sertifier and Xodo Sign ## Triggers and actions 3 triggers ยท 10 actions - Trigger **New Detail** Triggers when new Detail is created. - Trigger **New Skills** Triggers when new skill is created. - Action **Create Detail** Create the Detail of the credential, will be used in the Campaign. - Trigger **Document Completed** Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes. - Action **Add document** Create and send a new document for signature. - Action **Cancel document** Cancel an in-progress document's signature process (stops further signing without deleting it). - Action **Delete document** Permanently delete a document or template. - Action **List businesses** List the businesses (sub-accounts) available on this account. - Action **List documents** List the account's documents. - Action **List templates** List the account's saved templates. - Action **Reassign signer** Reassign a document's pending signature to a different signer email. - Action **Send reminder** Send a signature reminder to a pending signer on a document. - Action **Use Template** Sends a document created from a template in your eversign account. ## Each app on its own - [ **Sertifier** Sertifier is a digital credentialing platform, enabling digital certificate & badge management and...](https://apiant.ai/connections/sertifier) - [ **Xodo Sign** Xodo Sign is a tool used to sign legally binding documents online on any device](https://apiant.ai/connections/xodo-sign) Reviews ## What our customers say ## More from Sertifier - [ **Sertifier to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sertifier-to-slack) - [ **Sertifier to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sertifier-to-stripe) - [ **Sertifier to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sertifier-to-shopify) - [ **Sertifier to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sertifier-to-trello) - [ **Sertifier to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sertifier-to-zoom) - [ **Sertifier to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sertifier-to-twilio) ## More into Xodo Sign - [ **ActiveCampaign to Xodo Sign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-xodo-sign) - [ **HubSpot to Xodo Sign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xodo-sign) - [ **Salesforce to Xodo Sign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xodo-sign) - [ **Slack to Xodo Sign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xodo-sign) - [ **Google Sheets to Xodo Sign** Google Sheets](https://apiant.ai/connect/google-sheets-to-xodo-sign) - [ **Google Calendar to Xodo Sign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xodo-sign) Questions ## Sertifier and Xodo Sign, answered ### ### What can start an automation from Sertifier? Any of Sertifier's 2 triggers in the catalog, including New Detail and New Skills. 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 Sertifier? 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 Sertifier? Yes. When something happens in Xodo Sign, your agent can act in Sertifier too. This page covers both directions: Xodo Sign's triggers and Sertifier's actions are listed here as well. ### ### Do I have to build a connector for Sertifier 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 Sertifier 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.