--- title: "Connect Zipzign to Daylite - APIANT.ai" description: "When \"New document created\" fires in Zipzign, your agent runs \"Update Task\" in Daylite." canonical: "https://apiant.ai/connect/zipzign-to-daylite" --- # Connect Zipzign to Daylite When **New document created** fires in [Zipzign](https://apiant.ai/connections/zipzign), your agent runs **Update Task** in [Daylite](https://apiant.ai/connections/daylite). Describe the whole flow and it is built, tested on every scenario and kept running. Zipzign **2** triggers Zipzign **6** actions Daylite **4** 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 Daylite 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 can start in Daylite - When **New document created** in Zipzign then **Update Task** in Daylite - When **Document signed** in Zipzign then **Update Appointment** in Daylite 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 Daylite ## Triggers and actions 2 triggers · 10 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. - Action **Update Appointment** Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed. - Action **Update Opportunity** Updates an existing opportunity in Daylite. Only the fields you fill in are changed. - Action **Update Person** Updates an existing person (contact) in Daylite. Only the fields you fill in are changed. - Action **Update Task** Updates an existing Daylite task. Fields left blank are not changed. ## 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) - [ **Daylite** Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and...](https://apiant.ai/connections/daylite) 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 — 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 Daylite - [ **HubSpot to Daylite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daylite) - [ **Salesforce to Daylite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daylite) - [ **Slack to Daylite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daylite) - [ **Google Sheets to Daylite** Google Sheets](https://apiant.ai/connect/google-sheets-to-daylite) - [ **Gmail to Daylite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daylite) - [ **Google Calendar to Daylite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daylite) Questions ## Zipzign and Daylite, 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 Daylite when something happens in Zipzign? Any of Daylite's 4 actions, including Update Appointment, Update Opportunity, Update Person and Update Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daylite to Zipzign? Daylite has no triggers in the catalog today, so automations start in Zipzign. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it. ### ### Do I have to build a connector for Zipzign or Daylite? 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 Daylite 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.