Integration
Connect SignWell and SuiteDash
When Document Completed fires in SignWell, your agent runs Add contacts to marketing audience in SuiteDash, or New Company in SuiteDash to Create Document From Template in SignWell. 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 SignWell and SuiteDash 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 SignWell and SuiteDash can do together
From SignWell to SuiteDash
When Document Completed in SignWell
then Add contacts to marketing audience in SuiteDash
When Document Sent in SignWell
then Create Contact in SuiteDash
From SuiteDash to SignWell
When New Company in SuiteDash
then Create Document From Template in SignWell
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 SuiteDash
Triggers and actions 6 triggers · 10 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.
Trigger
New CompanyTriggers when a new company is created in SuiteDash.
Trigger
New ContactTriggers when a new contact is created in SuiteDash.
Trigger
New ProjectTriggers when a new project is created in SuiteDash.
Action
Add contacts to marketing audienceSubscribes a contact to one or more SuiteDash marketing audiences.
Action
Create CompanyCreates a new company in SuiteDash CRM with a role, optionally attaching a primary contact.
Action
Create ContactCreates a new CRM contact (lead, client or prospect) in SuiteDash.
Action
Find CompanyFinds a single SuiteDash company by its UID or name and returns the company record, including its custom fields.
Action
Find ContactsFinds a SuiteDash CRM contact by its UID or email address and returns the full contact record.
Action
Find ProjectFinds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project.
Action
List worldsReturns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up).
Action
Update ContactUpdates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact.
Action
Update ProjectUpdates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name.
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
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Questions
SignWell and SuiteDash, 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 SuiteDash when something happens in SignWell?
Any of SuiteDash's 9 actions, including Create Company, Create Contact, Update Contact and Update Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SuiteDash to SignWell?
Yes. When something happens in SuiteDash, your agent can act in SignWell too. This page covers both directions: SuiteDash's triggers and SignWell's actions are listed here as well.
Do I have to build a connector for SignWell or SuiteDash?
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 SuiteDash 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.