# Connect Worktivity to BoldSign When **New Employee** fires in [Worktivity](https://apiant.ai/connections/worktivity), your agent runs **Add contact** in [BoldSign](https://apiant.ai/connections/boldsign). Describe the whole flow and it is built, tested on every scenario and kept running. Worktivity **2** triggers Worktivity **12** actions BoldSign **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Worktivity and BoldSign 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 Worktivity can start in BoldSign - When **New Employee** in Worktivity then **Add contact** in BoldSign - When **New Project Task** in Worktivity then **Update contact** in BoldSign 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 Worktivity and BoldSign ## Triggers and actions 2 triggers · 25 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. - Action **Add contact** Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address. - Action **Delete contact** Deletes a contact from your BoldSign organization by its contact ID. - Action **Delete document** Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead. - Action **Download document** Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps. - Action **Get contact** Returns the details of a BoldSign contact — name, email, company, job title and phone number. - Action **Get document** Returns the properties of a BoldSign document — its status, title, signers and timestamps. - Action **List contacts** Returns the contacts in your BoldSign organization, optionally filtered by a search keyword. - Action **List documents** Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range. - Action **List templates** Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand. - Action **Revoke document** Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers. - Action **Send document** Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id. - Action **Send document reminder** Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day. - Action **Update contact** Updates an existing BoldSign contact's name, email, phone number, job title and company. ## Each app on its own - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) - [ **BoldSign** BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from...](https://apiant.ai/connections/boldsign) Reviews ## What our customers say ## More from Worktivity - [ **Worktivity to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/worktivity-to-zoom) - [ **Worktivity to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/worktivity-to-linkedin) - [ **Worktivity to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/worktivity-to-facebook) - [ **Worktivity to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/worktivity-to-anthropic) - [ **Worktivity to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/worktivity-to-gohighlevel) - [ **Worktivity to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/worktivity-to-supabase) ## More into BoldSign - [ **HubSpot to BoldSign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-boldsign) - [ **Salesforce to BoldSign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-boldsign) - [ **Slack to BoldSign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-boldsign) - [ **Google Sheets to BoldSign** Google Sheets](https://apiant.ai/connect/google-sheets-to-boldsign) - [ **Gmail to BoldSign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-boldsign) - [ **Google Calendar to BoldSign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-boldsign) Questions ## Worktivity and BoldSign, answered ### ### What can start an automation from Worktivity? Any of Worktivity's 2 triggers in the catalog, including New Employee and New Project Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BoldSign when something happens in Worktivity? Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from BoldSign to Worktivity? BoldSign has no triggers in the catalog today, so automations start in Worktivity. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it. ### ### Do I have to build a connector for Worktivity or BoldSign? 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.