--- title: "Connect Xodo Sign to Privyr - APIANT.ai" description: "When \"Document Completed\" fires in Xodo Sign, your agent runs \"Create Client \" in Privyr." canonical: "https://apiant.ai/connect/xodo-sign-to-privyr" --- # Connect Xodo Sign to Privyr When **Document Completed** fires in [Xodo Sign](https://apiant.ai/connections/xodo-sign), your agent runs **Create Client **in [Privyr](https://apiant.ai/connections/privyr). Describe the whole flow and it is built, tested on every scenario and kept running. Xodo Sign **1** trigger Xodo Sign **9** actions Privyr **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Xodo Sign and Privyr 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 Xodo Sign can start in Privyr - When **Document Completed** in Xodo Sign then **Create Client **in Privyr 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 Xodo Sign and Privyr ## Triggers and actions 1 trigger · 10 actions - Trigger **Document Completed** Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes. - Action **Add document** Create and send a new document for signature. - Action **Cancel document** Cancel an in-progress document's signature process (stops further signing without deleting it). - Action **Delete document** Permanently delete a document or template. - Action **List businesses** List the businesses (sub-accounts) available on this account. - Action **List documents** List the account's documents. - Action **List templates** List the account's saved templates. - Action **Reassign signer** Reassign a document's pending signature to a different signer email. - Action **Send reminder** Send a signature reminder to a pending signer on a document. - Action **Use Template** Sends a document created from a template in your eversign account. - Action **Create Client** Creates a new client (lead) in Privyr and triggers a new lead alert. ## Each app on its own - [ **Xodo Sign** Xodo Sign is a tool used to sign legally binding documents online on any device](https://apiant.ai/connections/xodo-sign) - [ **Privyr** Privyr is a mobile CRM built for sales professionals who run their businesses from their phone.](https://apiant.ai/connections/privyr) Reviews ## What our customers say ## More from Xodo Sign - [ **Xodo Sign to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/xodo-sign-to-bugcrowd) - [ **Xodo Sign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/xodo-sign-to-gmail) - [ **Xodo Sign to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/xodo-sign-to-google-drive) - [ **Xodo Sign to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/xodo-sign-to-zoom) - [ **Xodo Sign to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/xodo-sign-to-linkedin) - [ **Xodo Sign to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/xodo-sign-to-facebook) ## More into Privyr - [ **HubSpot to Privyr** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-privyr) - [ **Salesforce to Privyr** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-privyr) - [ **Slack to Privyr** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-privyr) - [ **Google Sheets to Privyr** Google Sheets](https://apiant.ai/connect/google-sheets-to-privyr) - [ **Gmail to Privyr** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-privyr) - [ **Google Calendar to Privyr** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-privyr) Questions ## Xodo Sign and Privyr, answered ### ### What can start an automation from Xodo Sign? Any of Xodo Sign's 1 trigger in the catalog, including Document Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Privyr when something happens in Xodo Sign? Any of Privyr's 1 action, including Create Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Privyr to Xodo Sign? Privyr has no triggers in the catalog today, so automations start in Xodo Sign. If you need the other direction, ask: your agent reads Privyr's API documentation and adds it. ### ### Do I have to build a connector for Xodo Sign or Privyr? 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 Xodo Sign and Privyr 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.