Integration
Connect HelloSign and Syncro
When New Signature Request fires in HelloSign, your agent runs Create Contact in Syncro, or New Customer in Syncro to Get Signature Request Files in HelloSign. 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 Syncro 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 and Syncro can do together
From HelloSign to Syncro
When New Signature Request in HelloSign
then Create Contact in Syncro
From Syncro to HelloSign
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 Syncro
Triggers and actions 5 triggers · 19 actions
- 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.
- New Customer
Triggers when a new customer is created in Syncro.
- New Invoice
Triggers when a new invoice is created in Syncro.
- New RMM Alert
Triggers when a new RMM alert is raised on a monitored asset in Syncro.
- Ticket Status Changed
Triggers when a Syncro ticket moves to a different status.
- Create Appointment
Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians.
- Create Contact
Creates a contact under an existing Syncro customer.
- Create Customer
Creates a new customer in Syncro with contact details, address, and notification preferences.
- Create Estimate
Creates an estimate for a customer in Syncro, optionally with line items.
- Create Lead
Creates a new lead in Syncro with the contact details and optional ticket information you provide.
- Create Ticket
Creates a ticket for a customer in Syncro.
- Create Ticket Timer Entry
Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes.
- Find Customer
Finds customers by search text, email, name, business name or ID and returns the matching customers.
- Update Contact
Updates an existing contact in Syncro, changing its name, address, email, phone and other details.
- Update Customer
Updates an existing customer in Syncro. Only the fields you fill in are changed.
- Update Ticket
Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are 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
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Questions
HelloSign and Syncro, 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 Syncro when something happens in HelloSign?
Any of Syncro's 11 actions, including Create Appointment, Create Contact, Create Customer and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Syncro to HelloSign?
Yes. When something happens in Syncro, your agent can act in HelloSign too. This page covers both directions: Syncro's triggers and HelloSign's actions are listed here as well.
Do I have to build a connector for HelloSign or Syncro?
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 Syncro 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.