Integration
Connect HelloSign to Daylite
When New Signature Request fires in HelloSign, your agent runs Create Appointment in Daylite. 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 HelloSign and Daylite 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)Example flows
What HelloSign can start in Daylite
When New Signature Request in HelloSign
then Create Appointment in Daylite
When New Signature Request in HelloSign
then Create Note 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 HelloSign and Daylite
Triggers and actions 1 trigger · 34 actions
Trigger
New Signature RequestTriggers when a new signature request appears in the account.
Action
Cancel Signature RequestCancels an incomplete signature request.
Action
Get AccountReturns information about the current Dropbox Sign account.
Action
Get Signature RequestRetrieves a single signature request by its ID.
Action
Get Signature Request FilesReturns a download URL for the documents of a signature request as a PDF.
Action
List Signature RequestsLists signature requests for the account, paginated and ordered newest first.
Action
List TemplatesLists the reusable templates available to the account.
Action
Send ReminderSends an email reminder to a signer to sign a pending signature request.
Action
Send Signature RequestCreates and sends a new signature request using document file URLs and a list of signers.
Action
Create AppointmentCreates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
Action
Create CompanyCreates a company in Daylite and returns the new company's id.
Action
Create FormCreates a Daylite form from a form definition, with its field values and linked records.
Action
Create NoteCreates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Create OpportunityCreates a new opportunity in Daylite and returns its reference and id.
Action
Create Opportunity for PersonCreates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
Action
Create PersonCreates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
Action
Create ProjectCreates a new project in Daylite.
Action
Create TaskCreates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Delete companyMoves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
Action
Delete opportunityMoves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
Action
Delete personMoves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
Action
Delete projectRemoves a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
Action
Find AppointmentSearches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
Action
Find CompanySearches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
Action
Find NoteSearches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
Action
Find PersonSearches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
Action
Find ProjectFinds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
Action
Find TaskFinds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
Action
List pipelinesReturns the opportunity and project pipelines defined in your Daylite account.
Action
List usersReturns all users in your Daylite account.
Action
Update AppointmentUpdates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
Action
Update OpportunityUpdates an existing opportunity in Daylite. Only the fields you fill in are changed.
Action
Update PersonUpdates an existing person (contact) in Daylite. Only the fields you fill in are changed.
Action
Update ProjectUpdates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
Action
Update TaskUpdates an existing Daylite task. Fields left blank are not 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
More from HelloSign
HelloSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
HelloSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
HelloSign to MailchimpMailchimp marketing automation and email platform.
HelloSign to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
HelloSign to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
HelloSign to JIRAAtlassian JIRA Cloud — issue tracking and project management.
More into Daylite
HubSpot to DayliteHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DayliteSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DayliteSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DayliteGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DayliteGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DayliteGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
HelloSign and Daylite, answered
What can start an automation from HelloSign?
Any of HelloSign's 1 trigger in the catalog, including New Signature Request. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in HelloSign?
Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to HelloSign?
Daylite has no triggers in the catalog today, so automations start in HelloSign. 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 HelloSign 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 HelloSign 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.