--- title: "Connect SignWell to The Official Board - APIANT.ai" description: "When \"Document Completed\" fires in SignWell, your agent runs \"Create Orgchart PDF File\" in The Official Board." canonical: "https://apiant.ai/connect/signwell-to-the-official-board" --- # Connect SignWell to The Official Board When **Document Completed** fires in [SignWell](https://apiant.ai/connections/signwell), your agent runs **Create Orgchart PDF File** in [The Official Board](https://apiant.ai/connections/the-official-board). Describe the whole flow and it is built, tested on every scenario and kept running. SignWell **3** triggers SignWell **1** action The Official Board **7** 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 The Official Board 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 The Official Board - When **Document Completed** in SignWell then **Create Orgchart PDF File** in The Official Board - When **Document Sent** in SignWell then **Create Orgchart XSLX File** in The Official Board 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 The Official Board ## Triggers and actions 3 triggers · 8 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 Orgchart PDF File** Generates a PDF file of the org chart for a company on The Official Board. - Action **Create Orgchart XSLX File** Generates an Excel (.xlsx) file containing the org chart of the specified company. - Action **Find companies by name** Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details. - Action **Find executives by name** Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies. - Action **Get Executive Info** Returns an executive's biography: current roles, education, career history and links. - Action **Get Orgchart Info** Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines. - Action **List executive direct colleagues** Returns an executive's direct environment: their boss, direct reports and board members. ## 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) - [ **The Official Board** The Official Board provides organizational charts for 81,000+ global companies, offering insights on...](https://apiant.ai/connections/the-official-board) 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](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 The Official Board - [ **HubSpot to The Official Board** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-the-official-board) - [ **Salesforce to The Official Board** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-the-official-board) - [ **Slack to The Official Board** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-the-official-board) - [ **Google Sheets to The Official Board** Google Sheets](https://apiant.ai/connect/google-sheets-to-the-official-board) - [ **Gmail to The Official Board** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-the-official-board) - [ **Google Calendar to The Official Board** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-the-official-board) Questions ## SignWell and The Official Board, 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 The Official Board when something happens in SignWell? Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from The Official Board to SignWell? The Official Board has no triggers in the catalog today, so automations start in SignWell. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it. ### ### Do I have to build a connector for SignWell or The Official Board? 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 The Official Board 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.