Integration
Connect SignWell to Sonderplan
When something happens in SignWell, your agent does the next thing in Sonderplan. Describe it 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 SignWell and Sonderplan to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 SignWell can start in Sonderplan
When Document Completed in SignWell
then Create Billable Item in Sonderplan
When Document Sent in SignWell
then Create Booking in Sonderplan
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 Sonderplan
Triggers and actions 3 triggers · 29 actions
Trigger
Document CompletedTriggers when a document has been completed.
Trigger
Document SentTriggers when a document is sent.
Trigger
Document ViewedTriggers when a signer views a document for the first time.
Action
Create Document From TemplateCreates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Create Billable ItemCreates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.
Action
Create BookingCreates a booking in the Sonderplan schedule.
Action
Create ContactAdds a new contact (person or organization) to Sonderplan.
Action
Create InvoiceCreates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.
Action
Create ProjectCreates a Project
Action
Create QuoteCreates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.
Action
Create ServiceCreates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.
Action
Create WorkspaceCreates a Workspace on the Schedule
Action
Delete Billable ItemDeletes a billable item from Sonderplan by its ID.
Action
Delete BookingDeletes a booking in Sonderplan by its ID.
Action
Delete ContactDelete a contact.
Action
Delete InvoiceDelete an invoice.
Action
Delete ProjectDeletes a project in Sonderplan.
Action
Delete QuoteDeletes a quote in Sonderplan by its ID.
Action
Delete ResourceDelete a resource (staff/equipment resource).
Action
Delete WorkspaceDeletes a workspace in Sonderplan.
Action
Find Booking StatusReturns up to 100 booking statuses that match the specified name, description or status IDs.
Action
Find InvoiceFinds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.
Action
Find QuoteFinds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.
Action
Find ResourceFinds a Resource.
Action
Find ServiceFinds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.
Action
Update Billable ItemUpdates a Billable Item
Action
Update BookingUpdates an existing booking in Sonderplan. Only the fields you fill in are changed.
Action
Update ContactUpdates a contact
Action
Update ProjectUpdates an existing project.
Action
Update ResourceUpdates a Resource to be added to Bookings
Action
Update ServiceUpdates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.
Action
Update WorkspaceUpdates a Workspace that contains a set of Resources
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 SignWell
SignWell to NASA NeoWsA web service for near earth objects. All the data is from the NASA JPL Asteroid team.
SignWell to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SignWell to Google SheetsGoogle Sheets
SignWell to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
SignWell to StripeStripe is a payment processing platform for online businesses.
SignWell to ClickUpClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
More into Sonderplan
HubSpot to SonderplanHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SonderplanSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SonderplanSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SonderplanGoogle Sheets
Gmail to SonderplanGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SonderplanGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SignWell and Sonderplan, 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 Sonderplan when something happens in SignWell?
Any of Sonderplan's 28 actions, including Create Billable Item, Create Booking, Create Contact and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sonderplan to SignWell?
Sonderplan has no triggers in the catalog today, so automations start in SignWell. If you need the other direction, ask: your agent reads Sonderplan's API documentation and adds it.
Do I have to build a connector for SignWell or Sonderplan?
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.
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.