Integration
Connect Caspio and HelloSign
When New Record fires in Caspio, your agent runs Get Signature Request Files in HelloSign, or New Signature Request in HelloSign to Find Records in Caspio. Describe the whole flow 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 Caspio and HelloSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Caspio holds the records your team works from, and HelloSign handles the signing. Connecting them means a new row in Caspio can send out a signature request, and a signature request in HelloSign can be matched back to its Caspio record with the signed PDF filed on it. Status changes in Caspio can cancel or chase a pending request.
Example flows
What Caspio and HelloSign can do together
From Caspio to HelloSign
When New Record in Caspio
then Get Signature Request Files in HelloSign
From HelloSign to Caspio
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 Caspio and HelloSign
Triggers and actions 5 triggers · 12 actions
- Deleted Record
Fires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- New or Updated Record
Fires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- New Record
Fires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId, ...}.
- Updated Record
Fires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
- Download File from Field
Download the file stored in an Attachment-type field of a specific record. Returns the raw file content.
- Find Records
Query records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records.
- Find View Records
Query records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit.
- Upload File to Field
Upload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type).
- New Signature Request
Triggers when a new signature request appears in the account.
- Cancel Signature Request
Cancels an incomplete signature request.
- Get Account
Returns information about the current Dropbox Sign account.
- Get Signature Request
Retrieves a single signature request by its ID.
- Get Signature Request Files
Returns a download URL for the documents of a signature request as a PDF.
- List Signature Requests
Lists signature requests for the account, paginated and ordered newest first.
- List Templates
Lists the reusable templates available to the account.
- Send Reminder
Sends an email reminder to a signer to sign a pending signature request.
- Send Signature Request
Creates and sends a new signature request using document file URLs and a list of signers.
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
Caspio and HelloSign, answered
Can the signed document end up back on the Caspio record?
Yes. HelloSign can return a download URL for the documents of a signature request, and that URL can be uploaded into an Attachment-type field on the Caspio record you name. The agent tests every scenario, including the case where no matching record is found.
What starts a signature request from Caspio?
A new record, an updated record, or a deleted record in a chosen Caspio table can start the run, and HelloSign then sends the request using document file URLs and the signers you supply. A later update to that record can send a reminder or cancel the request while it is still incomplete.
What can start an automation from Caspio?
Any of Caspio's 4 triggers in the catalog, including New Record, Updated Record, New or Updated Record and Deleted Record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in HelloSign when something happens in Caspio?
Any of HelloSign's 8 actions, including Cancel Signature Request, Send Signature Request, Send Reminder and Get Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HelloSign to Caspio?
Yes. When something happens in HelloSign, your agent can act in Caspio too. This page covers both directions: HelloSign's triggers and Caspio's actions are listed here as well.
Do I have to build a connector for Caspio or HelloSign?
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 Caspio and HelloSign 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.