Integration
Connect ServiceM8 to SignRequest
When New Job fires in ServiceM8, 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 ServiceM8 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)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 ServiceM8 can start in SignRequest
When New Job in ServiceM8
then Add document in SignRequest
When Job Queued in ServiceM8
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 ServiceM8 and SignRequest
Triggers and actions 2 triggers · 35 actions
Trigger
Job QueuedTriggers when a Job is assigned to a Queue.
Trigger
New JobTriggers when a new job is created.
Action
Add attachmentUploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
Action
Add company contactCreates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
Action
Add job allocationAllocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
Action
Add job materialAdds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
Action
Add job paymentRecords a payment against a ServiceM8 job, with its amount, method, date and optional note.
Action
Add noteAdds a note to a job, client or other ServiceM8 record.
Action
Create ClientCreates a new client (company) record in ServiceM8.
Action
Create JobCreates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
Action
Delete clientDeletes (archives) a client in ServiceM8.
Action
Delete jobDeletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
Action
Get attachmentReturns the details of a single file attachment (photo, PDF or other file) by its UUID.
Action
Get clientReturns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
Action
Get jobReturns a single ServiceM8 job by its UUID, including its status, client, address and totals.
Action
Get Job AllocationReturns a single job allocation — which staff member a job is allocated to, its window, dates and status.
Action
List clientsReturns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
Action
List job materialsReturns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
Action
List job paymentsReturns the payments recorded against jobs, optionally filtered (for example to a single job).
Action
List Job QueuesReturns the job queues set up in the ServiceM8 account.
Action
List jobsReturns the jobs in your ServiceM8 account, optionally narrowed by a filter.
Action
List notesReturns the notes in your ServiceM8 account, optionally filtered and sorted.
Action
List staff membersReturns the staff members in your ServiceM8 account, optionally narrowed by a filter.
Action
Update clientUpdates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
Action
Update jobUpdates an existing job in ServiceM8, changing only the fields you fill in.
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
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
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Questions
ServiceM8 and SignRequest, answered
What can start an automation from ServiceM8?
Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignRequest when something happens in ServiceM8?
Any of SignRequest's 12 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 ServiceM8?
SignRequest has no triggers in the catalog today, so automations start in ServiceM8. 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 ServiceM8 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 ServiceM8 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.