Integration
Connect ServiceWorks and Xodo Sign
When Job Completed fires in ServiceWorks, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Create Customer in ServiceWorks. 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 ServiceWorks and Xodo Sign 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 ServiceWorks and Xodo Sign can do together
From ServiceWorks to Xodo Sign
When Job Completed in ServiceWorks
then Add document in Xodo Sign
When New Job in ServiceWorks
then List documents in Xodo Sign
From Xodo Sign to ServiceWorks
When Document Completed in Xodo Sign
then Create Customer in ServiceWorks
When Document Completed in Xodo Sign
then Send Text to Customer in ServiceWorks
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 ServiceWorks and Xodo Sign
Triggers and actions 3 triggers ยท 21 actions
Trigger
Job CompletedTriggers when a ServiceWorks job in the last 30 days reaches your completed status.
Trigger
New JobTriggers when a new job appears on the ServiceWorks calendar (scheduled from 30 days ago to 90 days ahead).
Action
Create CustomerCreates a new customer in ServiceWorks with contact details and a service address.
Action
Create JobCreates a new job (work order) for a ServiceWorks customer, optionally scheduled.
Action
Find Customer by PhoneFinds ServiceWorks customers that have the given phone number.
Action
Get Customer Service HistoryReturns a ServiceWorks customer's past service jobs.
Action
List JobsLists ServiceWorks calendar jobs in a date range, optionally filtered by technician, type or status.
Action
List PaymentsLists ServiceWorks payment history, one page at a time.
Action
Schedule JobSchedules or reschedules a ServiceWorks job trip.
Action
Search CustomersFinds ServiceWorks customers by name or customer ID, with their addresses.
Action
Send Text to CustomerSends an SMS text message to a ServiceWorks customer.
Action
Set Customer NoteSets the note on a ServiceWorks customer.
Action
Set Job NoteSets the note on a ServiceWorks job trip.
Action
Update CustomerUpdates an existing ServiceWorks customer's name, company, email and phone numbers.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature.
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it).
Action
Delete documentPermanently delete a document or template.
Action
List businessesList the businesses (sub-accounts) available on this account.
Action
List documentsList the account's documents.
Action
List templatesList the account's saved templates.
Action
Reassign signerReassign a document's pending signature to a different signer email.
Action
Send reminderSend a signature reminder to a pending signer on a document.
Action
Use TemplateSends a document created from a template in your eversign account.
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 ServiceWorks
ServiceWorks to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ServiceWorks to StripeStripe is a payment processing platform for online businesses.
ServiceWorks to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ServiceWorks to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ServiceWorks to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
ServiceWorks to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Xodo Sign
ActiveCampaign to Xodo SignActiveCampaign is a marketing automation, email marketing, and CRM platform.
HubSpot to Xodo SignHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Xodo SignSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Xodo SignSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Xodo SignGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Calendar to Xodo SignGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ServiceWorks and Xodo Sign, answered
What can start an automation from ServiceWorks?
Any of ServiceWorks's 2 triggers in the catalog, including Job Completed and New Job. 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 ServiceWorks?
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 ServiceWorks?
Yes. When something happens in Xodo Sign, your agent can act in ServiceWorks too. This page covers both directions: Xodo Sign's triggers and ServiceWorks's actions are listed here as well.
Do I have to build a connector for ServiceWorks 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 ServiceWorks 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.