--- title: "Connect AccuLynx to RAYNET CRM - APIANT.ai" description: "When \"List of Jobs by Milestone\" fires in AccuLynx, your agent runs \"Add Activity - Email\" in RAYNET CRM." canonical: "https://apiant.ai/connect/acculynx-to-raynet-crm" --- # Connect AccuLynx to RAYNET CRM When **List of Jobs by Milestone** fires in [AccuLynx](https://apiant.ai/connections/acculynx), your agent runs **Add Activity - Email** in [RAYNET CRM](https://apiant.ai/connections/raynet-crm). Describe the whole flow and it is built, tested on every scenario and kept running. AccuLynx **1** trigger AccuLynx **26** actions RAYNET CRM **152** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AccuLynx and RAYNET CRM 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 AccuLynx can start in RAYNET CRM - When **List of Jobs by Milestone** in AccuLynx then **Add Activity - Email** in RAYNET CRM - When **List of Jobs by Milestone** in AccuLynx then **Add Activity - Mass Email** in RAYNET CRM 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 AccuLynx and RAYNET CRM ## Triggers and actions 1 trigger · 178 actions - Trigger **List of Jobs by Milestone** Triggers when a job enters one of the chosen workflow milestones (for example Lead, Prospect or Approved), newest milestone change first. - Action **Add contact note** Adds a text note to an AccuLynx contact. - Action **Add job document** Uploads a document file to an AccuLynx job and saves it in the chosen document folder. - Action **Add job external reference** Creates an external reference linking an AccuLynx job to a project in another system. - Action **Add job message** Posts a comment to a job's message feed in AccuLynx, visible in the job's Messages section. - Action **Add job photo or video** Uploads a single photo or video to an AccuLynx job, with an optional description and tags. - Action **Add received payment** Records a payment received on an AccuLynx job, such as a customer deposit or check, and returns the new payment. - Action **Find Job** Returns the AccuLynx jobs that contain a search term (such as a name, address or job number) and/or lie near a map location. - Action **Find Job Category** Returns the active AccuLynx job category whose name matches the name you give, or nothing when no category has that name. - Action **Find Trade-Types** Finds an active trade type in your AccuLynx company settings by its name and returns its id. - Action **Find Work-Types** Finds an active AccuLynx work type (for example Insurance or Retail) by its name and returns its id. - Action **Get Contact** Returns the details of one AccuLynx contact by its ID, including name, company, mailing and billing addresses, and its phone numbers and email addresses. - Action **Get Contact Custom Fields** Returns every custom field value recorded on an AccuLynx contact, with each field's label, type and values. - Action **Get estimate** Returns one AccuLynx estimate by its id, including its title, number, primary flag, financial totals, linked job and section references. - Action **Get Job** Returns the details of one AccuLynx job, including its location address, contacts, trade types, category, work type, lead source, current milestone and priority. - Action **Get Job Custom Fields** Returns the custom field values recorded on a job, with each field's label, type, values and when it was last modified. - Action **Get job financials** Returns the financial summary for a job: approved job value, balance due, worksheet section totals, and links to (or full details of) the worksheet and amendments. - Action **List contacts** Returns the contacts in your AccuLynx account, with their names, company, mailing and billing addresses, and links to their phone numbers and email addresses. - Action **List estimates** Returns all estimates for the current AccuLynx location, with the job each one belongs to. - Action **List jobs** Returns the jobs in your AccuLynx account, optionally filtered by date range, milestone and assignment, and sorted by created, milestone or modified date. - Action **List users** Returns the users in your AccuLynx company, optionally filtered by status (active, inactive, archived or deleted). - Action **Set Initial Appointment** Adds or updates the initial appointment on an AccuLynx job, including its start and end times and notes. - Action **Update Contact Custom Field** Sets the value of one custom field on an AccuLynx contact. - Action **Update job address** Updates the location address of an existing AccuLynx job. Only the address parts you fill in are sent. - Action **Update Job Custom Field** Sets the value of one custom field on an AccuLynx job. - Action **Update job lead source** Changes the lead source recorded on an AccuLynx job. - Action **Update job priority** Sets the priority (Urgent, High or Normal) of an existing AccuLynx job. - Action **Add Activity - Call** Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead. - Action **Add Activity - Email** Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Event** Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Letter** Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Mass Email** Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service. - Action **Add Activity - Meeting** Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Task** Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead. - Action **Add Address to Contact - Account** Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM. - Action **Add Attachment** Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder. - Action **Add Business - Deal** Creates a new deal in RAYNET CRM for an account and returns the new deal's ID. - Action **Add Business - Price List** Creates a new price list in RAYNET CRM and returns its id. - Action **Add Business - Product** Creates a new product in the RAYNET CRM product catalog. - Action **Add Business - Project** Creates a new project for an account in RAYNET CRM and returns its ID. - Action **Add Business - Quote** Creates a new quote (offer) for an account and deal in RAYNET CRM. - Action **Add Business - Sales Order** Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID. - Action **Add Contact - Account** Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values. - Action **Add Contact - Contact** Creates a new contact (person) in RAYNET CRM and returns its ID. - Action **Add Contact - Lead** Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses. - Action **Add DMS - Document** Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link. - Action **Add DMS - Folder** Creates a new folder in RAYNET Documents, optionally inside a parent folder. - Action **Add Invoice** Creates a new invoice in RAYNET CRM for an account, with optional line items and payments. - Action **Add Item to Business - Deal** Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price. - Action **Add Item to Business - Quote** Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item. - Action **Add Item to Business - Sales Order** Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM. - Action **Add Participant to Business - Deal** Adds an account or a contact as a participant on a deal. - Action **Add Participant to Business - Project** Adds an account or contact as a participant on a RAYNET project. - Action **Add Tag to Contact - Account** Adds one or more tags to an account in RAYNET CRM. - Action **Add Tag to Contact - Contact** Adds one or more tags to a contact in RAYNET CRM. - Action **Delete Activity - Call** Deletes a call activity from RAYNET CRM. - Action **Delete Activity - Email** Deletes an email activity from RAYNET CRM. - Action **Delete Activity - Letter** Deletes a letter activity from RAYNET CRM. - Action **Delete Activity - Mass Email** Deletes a mass email activity from RAYNET CRM. - Action **Delete Activity - Meeting** Deletes a meeting activity from RAYNET CRM. - Action **Delete Activity - Task** Deletes a task activity from RAYNET CRM. - Action **Delete Address From Contact - Account** Deletes an address from an account. The account's primary address cannot be deleted. - Action **Delete Business - Deal** Deletes a deal from RAYNET CRM. - Action **Delete Business - Price List** Deletes a price list from RAYNET CRM. - Action **Delete Business - Product** Deletes a product from the RAYNET CRM product catalog. - Action **Delete Business - Project** Deletes a project from RAYNET CRM. - Action **Delete Business - Quote** Deletes a quote (offer) from RAYNET CRM. - Action **Delete Business - Sales Order** Deletes a sales order in RAYNET CRM. - Action **Delete Contact - Account** Deletes an account (company) from RAYNET CRM. - Action **Delete Contact - Contact** Deletes a contact (person) from RAYNET CRM. - Action **Delete Contact - Lead** Deletes a lead from RAYNET CRM. - Action **Delete DMS - Document** Deletes a document from the RAYNET CRM document management system. - Action **Delete Invoice** Deletes an invoice from RAYNET CRM. - Action **Delete Item of Business - Deal** Deletes a product line item from a deal. - Action **Delete Item of Business - Quote** Deletes an item (product line) from a quote in RAYNET CRM. - Action **Delete Item of Business - Sales Order** Deletes an item (product line) from a sales order in RAYNET CRM. - Action **Delete Participant From Business - Deal** Removes a participant from a deal in RAYNET CRM. - Action **Delete Participant From Business - Project** Removes a participant from a project in RAYNET CRM. - Action **Delete Tag From Contact - Account** Removes one or more tags from an account in RAYNET CRM. - Action **Delete Tag From Contact - Contact** Removes one or more tags from a contact in RAYNET CRM. - Action **Detail of Activity - Call** Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields. - Action **Detail of Activity - Email** Returns the details of an email activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Event** Returns the full details of an event activity, including its participants and custom fields. - Action **Detail of Activity - Letter** Returns the details of a letter activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Mass Email** Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics. - Action **Detail of Activity - Meeting** Returns the details of a meeting activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Task** Returns the full details of a task activity in RAYNET CRM, including its custom fields. - Action **Detail of Business - Deal** Returns the full details of a deal, including its items and custom fields. - Action **Detail of Business - Price List** Returns the details of a price list, including its items and product prices. - Action **Detail of Business - Product** Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields. - Action **Detail of Business - Project** Returns the full details of a RAYNET project, including its custom fields. - Action **Detail of Business - Quote** Returns the full details of a quote (offer), including its items and custom fields. - Action **Detail of Business - Sales Order** Returns the full details of a sales order, including its items, addresses, tags and custom fields. - Action **Detail of Contacts - Account** Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields. - Action **Detail of Contacts - Contact** Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields. - Action **Detail of Contacts - Lead** Returns the full details of a lead, including its custom fields. - Action **Detail of DMS - Document** Returns the details of a DMS document, including its folder, category, status, validity dates and attachments. - Action **Detail of Invoice** Returns the full details of an invoice, including its items, payments and custom fields. - Action **Invalidate Business - Deal** Marks a deal in RAYNET CRM as invalid. - Action **Invalidate Business - Product** Marks a product in RAYNET CRM as invalid so it no longer appears as an active product. - Action **Invalidate Business - Project** Marks a project as invalid in RAYNET CRM. - Action **Invalidate Business - Quote** Marks a quote (offer) in RAYNET CRM as invalid. - Action **Invalidate Business - Sales Order** Marks an existing sales order as invalid in RAYNET CRM. - Action **Invalidate Contact - Account** Marks a RAYNET CRM account as invalid. - Action **Invalidate Contact - Contact** Marks a contact as invalid in RAYNET CRM. - Action **Invalidate DMS - Document** Marks a document in the RAYNET CRM document store as invalid. - Action **List of Activities - Events** Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags. - Action **List of Activities - Letters** Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags. - Action **List of Activities - Mass Email** Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient. - Action **List of Activities - Meetings** Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields. - Action **List of Activities - Tasks** Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields. - Action **List of Business - Deals** Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more. - Action **List of Business - Price Lists** Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search. - Action **List of Contacts - Accounts** Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time. - Action **List of Contacts - Contacts** Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields. - Action **List of DMS - Folders and Files** Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID. - Action **List of Participants of Business - Deal** Returns the participants (accounts and contacts) attached to a deal, with their participation category and note. - Action **List of Participants of Business - Project** Returns the participants (accounts and contacts) of a project, with their category and note. - Action **Lock Activity - Call** Locks a call activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Email** Locks an email activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Event** Locks a RAYNET CRM event so it can no longer be edited. - Action **Lock Activity - Letter** Locks a letter activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Meeting** Locks a meeting in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Task** Locks a task in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Deal** Locks a deal in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Price List** Locks a price list in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Project** Locks a RAYNET CRM project so its record can no longer be edited. - Action **Lock Business - Quote** Locks a quote in RAYNET CRM so it can no longer be edited. - Action **Lock Contact - Account** Locks an account in RAYNET CRM so its record cannot be edited. - Action **Lock Contact - Contact** Locks a contact record in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Lead** Locks a lead in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Sales Order** Locks a sales order in RAYNET CRM so it can no longer be edited. - Action **Lock DMS - Document** Locks a DMS document in RAYNET CRM so it cannot be edited. - Action **Lock Invoice** Locks an invoice in RAYNET CRM so it can no longer be edited. - Action **Modifying Activity - Call** Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants. - Action **Modifying Activity - Email** Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants. - Action **Modifying Activity - Event** Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Letter** Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Mass Email** Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics. - Action **Modifying Activity - Meeting** Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Task** Updates an existing task in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Deal** Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Business - Price List** Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed. - Action **Modifying Business - Product** Modifies an existing product's code, name, pricing, category, tags and custom fields. - Action **Modifying Business - Project** Updates an existing project in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Quote** Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields. - Action **Modifying Business - Sales Order** Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Account** Updates an existing account in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Contact** Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Lead** Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying DMS - Document** Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder. - Action **Modifying Invoice** Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed. - Action **Modify Item of Business - Deal** Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax. - Action **Modify Item of Business - Quote** Updates an item (product line) on an existing quote (offer) in RAYNET CRM. - Action **Modify Item of Business - Sales Order** Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note. - Action **Renew Validity of Business - Deal** Renews the validity of an invalidated deal in RAYNET CRM, making it valid again. - Action **Renew Validity of Business - Product** Renews the validity of a product that was previously marked invalid, making it usable again. - Action **Renew Validity of Business - Project** Renews the validity of a previously invalidated project in RAYNET CRM. - Action **Renew Validity of Business - Quote** Renews the validity of a previously invalidated quote (offer) in RAYNET CRM. - Action **Renew Validity of Business - Sales Order** Renews the validity of a previously invalidated sales order in RAYNET CRM. - Action **Renew Validity of Contact - Account** Renews the validity of an invalidated account in RAYNET CRM. - Action **Renew Validity of Contact - Contact** Renews the validity of a previously invalidated contact in RAYNET CRM. - Action **Renew Validity of DMS - Document** Renews the validity of a previously invalidated document in the RAYNET CRM document management system. - Action **Unlock Activity - Call** Unlocks a locked call activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Email** Unlocks an email activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Event** Unlocks a locked event activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Letter** Unlocks a locked letter activity so it can be edited again. - Action **Unlock Activity - Meeting** Unlocks a RAYNET meeting activity so it can be edited again. - Action **Unlock Activity - Task** Unlocks a locked task in RAYNET CRM so it can be edited again. - Action **Unlock Business - Deal** Unlocks a locked deal so it can be edited again. - Action **Unlock Business - Price List** Unlocks a price list in RAYNET CRM so it can be edited again. - Action **Unlock Business - Project** Unlocks a locked project in RAYNET CRM so it can be edited again. - Action **Unlock Business - Quote** Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Account** Unlocks an account record in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Contact** Unlocks a locked contact in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Lead** Unlocks a locked lead in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Sales Order** Unlocks a sales order in RAYNET CRM so it can be edited again. - Action **Unlock DMS - Document** Unlocks a DMS document in RAYNET CRM so it can be edited again. - Action **Unlock Invoice** Unlocks an invoice in RAYNET CRM so it can be edited again. ## Each app on its own - [ **AccuLynx** AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their...](https://apiant.ai/connections/acculynx) - [ **RAYNET CRM** RAYNET CRM is an online software that helps salespeople and managers record business easily.](https://apiant.ai/connections/raynet-crm) Reviews ## What our customers say ## More from AccuLynx - [ **AccuLynx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/acculynx-to-hubspot) - [ **AccuLynx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/acculynx-to-salesforce) - [ **AccuLynx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/acculynx-to-slack) - [ **AccuLynx to Google Sheets** Google Sheets](https://apiant.ai/connect/acculynx-to-google-sheets) - [ **AccuLynx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/acculynx-to-gmail) - [ **AccuLynx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/acculynx-to-google-calendar) ## More into RAYNET CRM - [ **HubSpot to RAYNET CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raynet-crm) - [ **Salesforce to RAYNET CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-raynet-crm) - [ **Slack to RAYNET CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-raynet-crm) - [ **Google Sheets to RAYNET CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-raynet-crm) - [ **Gmail to RAYNET CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raynet-crm) - [ **Google Calendar to RAYNET CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raynet-crm) Questions ## AccuLynx and RAYNET CRM, answered ### ### What can start an automation from AccuLynx? Any of AccuLynx's 1 trigger in the catalog, including List of Jobs by Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RAYNET CRM when something happens in AccuLynx? Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RAYNET CRM to AccuLynx? RAYNET CRM has no triggers in the catalog today, so automations start in AccuLynx. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it. ### ### Do I have to build a connector for AccuLynx or RAYNET CRM? 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 AccuLynx and RAYNET CRM 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.