--- title: "Connect SignWell to Orsay - APIANT.ai" description: "When \"Document Completed\" fires in SignWell, your agent runs \"Create Lead\" in Orsay." canonical: "https://apiant.ai/connect/signwell-to-orsay" --- # Connect SignWell to Orsay When **Document Completed** fires in [SignWell](https://apiant.ai/connections/signwell), your agent runs **Create Lead** in [Orsay](https://apiant.ai/connections/orsay). Describe the whole flow and it is built, tested on every scenario and kept running. SignWell **3** triggers SignWell **1** action Orsay **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SignWell and Orsay 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 SignWell can start in Orsay - When **Document Completed** in SignWell then **Create Lead** in Orsay - When **Document Sent** in SignWell then **List conversations** in Orsay 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 SignWell and Orsay ## Triggers and actions 3 triggers · 4 actions - Trigger **Document Completed** Triggers when a document has been completed. - Trigger **Document Sent** Triggers when a document is sent. - Trigger **Document Viewed** Triggers when a signer views a document for the first time. - Action **Create Document From Template** Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan. - Action **Create Lead** Creates a lead in Orsay and pushes it into a sequence. - Action **List conversations** Returns the conversations in your Orsay organization, optionally filtered by classification, active status or last update date. - Action **List profiles** Returns all Instagram and WhatsApp profiles connected to your Orsay organization. ## Each app on its own - [ **SignWell** SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...](https://apiant.ai/connections/signwell) - [ **Orsay** Orsay AI streamlines your sales process by intelligently engaging leads and qualifying them — all in real...](https://apiant.ai/connections/orsay) Reviews ## What our customers say ## More from SignWell - [ **SignWell to Ainoflow** API and MCP backend for AI agents/workflows offering document conversion, JSON storage, and file storage.](https://apiant.ai/connect/signwell-to-ainoflow) - [ **SignWell to NASA NeoWs** A web service for near earth objects. All the data is from the NASA JPL Asteroid team.](https://apiant.ai/connect/signwell-to-nasa-neows) - [ **SignWell to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/signwell-to-slack) - [ **SignWell to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/signwell-to-google-sheets) - [ **SignWell to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/signwell-to-google-drive) - [ **SignWell to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/signwell-to-stripe) ## More into Orsay - [ **HubSpot to Orsay** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orsay) - [ **Salesforce to Orsay** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-orsay) - [ **Slack to Orsay** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-orsay) - [ **Google Sheets to Orsay** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-orsay) - [ **Gmail to Orsay** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orsay) - [ **Google Calendar to Orsay** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orsay) Questions ## SignWell and Orsay, answered ### ### What can start an automation from SignWell? Any of SignWell's 3 triggers in the catalog, including Document Completed, Document Sent and Document Viewed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Orsay when something happens in SignWell? Any of Orsay's 3 actions, including Create Lead, List conversations and List profiles. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orsay to SignWell? Orsay has no triggers in the catalog today, so automations start in SignWell. If you need the other direction, ask: your agent reads Orsay's API documentation and adds it. ### ### Do I have to build a connector for SignWell or Orsay? 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 SignWell and Orsay 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.