Integration
Connect Xodo Sign to Tallyfy
When something happens in Xodo Sign, your agent does the next thing in Tallyfy. Describe it 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 Xodo Sign and Tallyfy to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Xodo Sign can start in Tallyfy
When Document Completed in Xodo Sign
then Add Comment in Tallyfy
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 Tallyfy
Triggers and actions 1 trigger · 24 actions
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- Add document
Create and send a new document for signature.
- Add template
Create a new reusable document template.
- Cancel document
Cancel an in-progress document's signature process (stops further signing without deleting it).
- Delete document
Permanently delete a document or template.
- List businesses
List the businesses (sub-accounts) available on this account.
- List documents
List the account's documents.
- List templates
List the account's saved templates.
- Reassign signer
Reassign a document's pending signature to a different signer email.
- Send reminder
Send a signature reminder to a pending signer on a document.
- Use Template
Sends a document created from a template in your eversign account.
- Add Comment
Adds a comment to a Tallyfy task. Comments support HTML formatting.
- Change Task Assignees
Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups.
- Change Task Deadline
Changes the deadline of a task inside a Tallyfy process.
- Complete Task
Marks a task inside a Tallyfy process as completed.
- Create Blueprint
- Create Group
Create a new group for task assignment
- Create Guest
Create a new guest user (external participant)
- Create Task
Creates a standalone task.
- Find Process Task
Finds tasks in processes launched from a template, matching the given template step and search text.
- Get Member
Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found.
- Get Task
Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found.
- Invite Member
Invites a new member to your Tallyfy organization by email.
- Launch Process
Launches (starts) a new process in Tallyfy from a template.
- Update Task Properties
Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed.
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
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Questions
Xodo Sign and Tallyfy, 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 Tallyfy when something happens in Xodo Sign?
Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tallyfy to Xodo Sign?
Tallyfy has no triggers in the catalog today, so automations start in Xodo Sign. If you need the other direction, ask: your agent reads Tallyfy's API documentation and adds it.
Do I have to build a connector for Xodo Sign or Tallyfy?
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.