Integration
Connect Teamwork and Xodo Sign
When New Company fires in Teamwork, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Add Message in Teamwork. 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 Teamwork 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)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 Teamwork and Xodo Sign can do together
From Teamwork to Xodo Sign
When New Company in Teamwork
then Add document in Xodo Sign
When New Milestone in Teamwork
then List documents in Xodo Sign
From Xodo Sign to Teamwork
When Document Completed in Xodo Sign
then Add Message in Teamwork
When Document Completed in Xodo Sign
then Create Task in Teamwork
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 Teamwork and Xodo Sign
Triggers and actions 7 triggers · 31 actions
Trigger
New CompanyTriggered when a new company is added.
Trigger
New MilestoneTriggered when a new milestone is added.
Trigger
New PersonTriggered when a new person is added.
Trigger
New ProjectTriggered when a new project is added.
Trigger
New TaskTriggered when a new task is added.
Trigger
New Time EntryTriggered when a new time entry is added.
Action
Add CompanyCreates a new company.
Action
Add MessageAdds a message to the specified project.
Action
Add MilestoneAdds a new milestone to the specified project.
Action
Add Time EntryLogs a time entry against the specified task.
Action
Complete TaskMarks a task as complete.
Action
Create ProjectAdds a new project.
Action
Create TaskAdds a new task to the specified task list.
Action
Create Task ListCreates a new task list in the specified project.
Action
Delete ProjectDeletes a project by ID.
Action
Delete TaskDeletes a task by ID.
Action
Get ProjectReturns a single project by ID.
Action
Get TaskReturns a single task by ID.
Action
List CompaniesReturns all companies on the site.
Action
List MilestonesReturns all milestones on the site.
Action
List PeopleReturns all people on the site.
Action
List ProjectsReturns all projects on the Teamwork site.
Action
List Task ListsReturns all task lists in the specified project.
Action
List TasksReturns all tasks across the site.
Action
List Tasks in ProjectReturns all tasks in the specified project.
Action
List Time EntriesReturns time entries across the site.
Action
Update ProjectUpdates an existing project.
Action
Update TaskUpdates an existing task.
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 Teamwork
Teamwork to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Teamwork to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Teamwork to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Teamwork to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Teamwork to AnthropicAnthropic builds Claude, a family of large language models.
Teamwork to Capsule CRMCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
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
Teamwork and Xodo Sign, answered
What can start an automation from Teamwork?
Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. 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 Teamwork?
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 Teamwork?
Yes. When something happens in Xodo Sign, your agent can act in Teamwork too. This page covers both directions: Xodo Sign's triggers and Teamwork's actions are listed here as well.
Do I have to build a connector for Teamwork 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 Teamwork 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.