--- title: "Connect Zipzign and CrewForm - APIANT.ai" description: "When \"New document created\" fires in Zipzign, your agent runs \"Send Task to AI Agent\" in CrewForm." canonical: "https://apiant.ai/connect/crewform-to-zipzign" --- # Connect Zipzign and CrewForm When **New document created** fires in [Zipzign](https://apiant.ai/connections/zipzign), your agent runs **Send Task to AI Agent** in [CrewForm](https://apiant.ai/connections/crewform), or **AI Agent Task Failed** in CrewForm to **Add document** in Zipzign. Describe the whole flow and it is built, tested on every scenario and kept running. Zipzign **2** triggers Zipzign **6** actions CrewForm **1** trigger CrewForm **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 Zipzign and CrewForm 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 Zipzign and CrewForm can do together ### From Zipzign to CrewForm - When **New document created** in Zipzign then **Send Task to AI Agent** in CrewForm - When **Document signed** in Zipzign then **Update task** in CrewForm ### From CrewForm to Zipzign - When **AI Agent Task Failed** in CrewForm then **Add document** in Zipzign - When **AI Agent Task Failed** in CrewForm then **Update document** in Zipzign 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 Zipzign and CrewForm ## Triggers and actions 3 triggers ยท 16 actions - Trigger **Document signed** Fires when every signer on a ZipZign signable document has signed (the document.signed webhook event). Other ZipZign events delivered to the same endpoint are ignored. - Trigger **New document created** Fires when a document is created; delivered via the document.created webhook event. - Action **Add document** Create a new document (readable, signable, or payable) - Action **Delete document** Marks a ZipZign document as deleted. Recipients then see a "no longer available" page. Documents that have been paid or signed cannot be deleted. - Action **Get document** Fetches a document by ID, including its status, PDF link, signers, payment details and metadata. An error occurs if the document is not found. - Action **Submit signature** Submits a signer's signature for a signable document using the signer's token from their signing link. - Action **Update document** Replaces a document's content (HTML, template or PDF) and resets it to its active status, or renames it when only a name is given. - Action **Verify integrity** Checks whether a signed document has been tampered with by comparing its current SHA-256 hash to the one recorded at signing time. - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. ## Each app on its own - [ **Zipzign** API that turns HTML into a hosted PDF and collects e-signatures or payments from recipients with no account...](https://apiant.ai/connections/zipzign) - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents โ€” researchers, writers, coders โ€” orchestrate them...](https://apiant.ai/connections/crewform) Reviews ## What our customers say ## More from Zipzign - [ **Zipzign to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zipzign-to-zoom) - [ **Zipzign to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zipzign-to-linkedin) - [ **Zipzign to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zipzign-to-facebook) - [ **Zipzign to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zipzign-to-anthropic) - [ **Zipzign to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients โ€” contacts...](https://apiant.ai/connect/zipzign-to-gohighlevel) - [ **Zipzign to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zipzign-to-supabase) ## More into CrewForm - [ **ActiveCampaign to CrewForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crewform) - [ **Airtable to CrewForm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crewform) - [ **Asana to CrewForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crewform) - [ **ClickUp to CrewForm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crewform) - [ **Brevo to CrewForm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crewform) - [ **Calendly to CrewForm** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crewform) Questions ## Zipzign and CrewForm, answered ### ### What can start an automation from Zipzign? Any of Zipzign's 2 triggers in the catalog, including New document created and Document signed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CrewForm when something happens in Zipzign? Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CrewForm to Zipzign? Yes. When something happens in CrewForm, your agent can act in Zipzign too. This page covers both directions: CrewForm's triggers and Zipzign's actions are listed here as well. ### ### Do I have to build a connector for Zipzign or CrewForm? 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 Zipzign and CrewForm 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.