Integration
Connect Cling and ProcessPlan
When New Document fires in Cling, your agent runs Complete a Task in ProcessPlan, or Field Updated in ProcessPlan to Add project in Cling. 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 Cling and ProcessPlan 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Cling and ProcessPlan can do together
From Cling to ProcessPlan
When New Document in Cling
then Complete a Task in ProcessPlan
From ProcessPlan to Cling
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 Cling and ProcessPlan
Triggers and actions 15 triggers · 28 actions
- Document Accepted
Triggers when a Cling document is fully accepted (signed by all clients).
- Document Denied
Triggers when a client denies a Cling document.
- Document Expired
Triggers when a Cling document passes its expiration date.
- Document Sent
Triggers when a Cling document is sent to its clients.
- New Document
Triggers when a new document is created in Cling.
- Add project
Creates a new project in Cling to group documents.
- Add template
Creates a new document template in your Cling company.
- Create Client
Creates a new client (end customer) in Cling that documents can be sent to.
- Create Document
Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.
- Delete client
Deletes a client (end customer) from your Cling account.
- Delete Document
Deletes a Cling document by its ID.
- Delete project
Deletes a project in Cling by its ID.
- Delete template
Deletes a template from your Cling account.
- Get client
Returns a single client (end customer) by its ID, including contact details, addresses and notes.
- Get Document
Returns one Cling document by its ID, including its status and dates.
- Get project
Returns a single Cling project by its ID, including its status, totals, clients and main document summary.
- Get template
Returns a single Cling template by its ID.
- List Clients
Returns the clients (end customers) in your Cling account.
- List documents
Returns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.
- List projects
Returns the projects in your Cling account, optionally filtered and sorted.
- List Templates
Returns the document templates in your Cling account.
- Send Document
Sends an existing Cling document to its clients for signing.
- Update client
Updates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.
- Update document
Updates a Cling document's status or assigned company user. Only the values you fill in are changed.
- Update project
Updates an existing project's name or status in Cling.
- Update template
Renames an existing Cling template.
- Field Updated
Triggers when a field value on a running process is changed.
- Process Instance Completed
Triggers when a process is completed.
- Process Instance Started
Triggers when a new process is started.
- Task Assigned
Triggers when a task is assigned to someone.
- Task Canceled
Triggers when a task is canceled.
- Task Completed
Triggers when a task is completed.
- Task Due Date Changed
Triggers when a pending task's due date is set or changed.
- Task Notes Updated
Triggers when the notes on a pending task are updated.
- Task Past Due
Triggers when a pending task becomes past due.
- Task Start Date Changed
Triggers when a pending task's start date is set or changed.
- Cancel a Process
Cancels a running process.
- Cancel a Process Task
Cancels a pending task in a running process.
- Complete a Task
Completes a pending task by submitting one of its responses.
- Find a Process Instance
Finds process instances whose properties match a filter, such as the instance description.
- Start a New Process
Starts a new process from a process template and fills in its starting fields.
- Start a Process Task
Starts a task in a running process out of its normal order. Use with caution.
- Update Process Fields
Saves new values into one or more fields of a running process.
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
Cling and ProcessPlan, answered
What can start an automation from Cling?
Any of Cling's 5 triggers in the catalog, including New Document, Document Accepted, Document Denied and Document Expired. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProcessPlan when something happens in Cling?
Any of ProcessPlan's 7 actions, including Update Process Fields, Complete a Task, Find a Process Instance and Start a New Process. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProcessPlan to Cling?
Yes. When something happens in ProcessPlan, your agent can act in Cling too. This page covers both directions: ProcessPlan's triggers and Cling's actions are listed here as well.
Do I have to build a connector for Cling or ProcessPlan?
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 Cling and ProcessPlan 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.