# Connect Workably to Scrive When **New Contact** fires in [Workably](https://apiant.ai/connections/workably), your agent runs **Update document** in [Scrive](https://apiant.ai/connections/scrive). Describe the whole flow and it is built, tested on every scenario and kept running. Workably **3** triggers Workably **3** actions Scrive **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Workably and Scrive to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Workably can start in Scrive - When **New Contact** in Workably then **Update document** in Scrive - When **New Deal** in Workably then **Prolong document** in Scrive 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 Workably and Scrive ## Triggers and actions 3 triggers · 13 actions - Trigger **New Contact** Triggers when a new contact is created in Workably. - Trigger **New Deal** Triggers when a new deal is created in Workably. - Trigger **New Task** Triggers when a new task is created in Workably. - Action **Create Contact** Creates a new contact in Workably. - Action **Create Deal** Creates a new deal in Workably. - Action **Create Task** Creates a new task in Workably. - Action **Add New Party** Adds a new party (signer, viewer or approver) to a Scrive document that is still in preparation, and returns the updated document. - Action **Cancel document** Cancels a pending Scrive document so it can no longer be signed, and returns the updated document. - Action **Create From PDF** Creates a new Scrive document in preparation from a PDF file, ready to add parties and start signing. - Action **Get document** Returns a Scrive document's details, including its title, status and parties. - Action **Get document main file** Downloads the main PDF file of a Scrive document (the sealed PDF once the document is signed). - Action **List documents** Returns Scrive documents, optionally filtered (for example by status) and sorted, along with the total number of matching documents. - Action **Prolong document** Extends the signing deadline of a pending or timed-out Scrive document by a number of days and returns the updated document. - Action **Remind signatories** Sends a reminder invitation to every signatory of a pending Scrive document who has not yet signed. - Action **Start Signing** Starts the signing process for a Scrive document in preparation, sending it to its parties according to their delivery methods. - Action **Update document** Updates a Scrive document that is still in preparation, such as its title, parties or signing settings, and returns the updated document. ## Each app on its own - [ **Workably** Workably is a simple AI-powered CRM for small businesses — manage contacts, deals, tasks, and emails in one...](https://apiant.ai/connections/workably) - [ **Scrive** Scrive is a eSigning service that lets you sign anywhere and anytime to speed up and streamline your...](https://apiant.ai/connections/scrive) Reviews ## What our customers say ## More from Workably - [ **Workably to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workably-to-zoom) - [ **Workably to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workably-to-linkedin) - [ **Workably to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workably-to-facebook) - [ **Workably to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workably-to-anthropic) - [ **Workably to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/workably-to-gohighlevel) - [ **Workably to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workably-to-supabase) ## More into Scrive - [ **HubSpot to Scrive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-scrive) - [ **Salesforce to Scrive** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-scrive) - [ **Slack to Scrive** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-scrive) - [ **Google Sheets to Scrive** Google Sheets](https://apiant.ai/connect/google-sheets-to-scrive) - [ **Gmail to Scrive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-scrive) - [ **Google Calendar to Scrive** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-scrive) Questions ## Workably and Scrive, answered ### ### What can start an automation from Workably? Any of Workably's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Scrive when something happens in Workably? Any of Scrive's 10 actions, including Create From PDF, Update document, Add New Party and Get document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Scrive to Workably? Scrive has no triggers in the catalog today, so automations start in Workably. If you need the other direction, ask: your agent reads Scrive's API documentation and adds it. ### ### Do I have to build a connector for Workably or Scrive? 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.