Integration
Connect Agiled and HeyReach
When Invoice Created fires in Agiled, your agent runs Add Lead to List in HeyReach, or Campaign Completed in HeyReach to Add Invoice in Agiled. 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 Agiled and HeyReach 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 Agiled and HeyReach can do together
From Agiled to HeyReach
When Invoice Created in Agiled
then Add Lead to List in HeyReach
From HeyReach to Agiled
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 Agiled and HeyReach
Triggers and actions 8 triggers · 42 actions
- Invoice Created
Triggers when an invoice is created in Agiled.
- New CRM Stage
Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
- Product Created
Triggers when a product is created in Agiled.
- Project Created
Triggers when a new project is created in Agiled.
- Task Created
Triggers when a new task is created in Agiled.
- Ticket Created
Triggers when a ticket is created in Agiled.
- Add Invoice
Creates an invoice in Agiled.
- Add Product
Creates a product in Agiled's catalog.
- Add Project
Creates a project in Agiled.
- Create Contact
Creates a contact in Agiled CRM with a name, email and phone number.
- Create Estimate
Creates a new estimate (quote) in Agiled.
- Create Expense
Creates an expense in Agiled.
- Create Task
Creates a task in Agiled.
- Create Ticket
Creates a support ticket in Agiled.
- Delete Contact
Deletes a contact from Agiled by its id.
- Delete Contract
Deletes a contract (an Agiled document) by its id.
- Delete Estimate
Deletes an estimate in Agiled by its id.
- Delete Expense
Deletes an expense from Agiled by its id.
- Delete Product
Deletes a product from your Agiled catalog by its id.
- Delete Project
Deletes a project in Agiled by its id.
- Delete Task
Deletes a task in Agiled by its id.
- Delete Ticket
Deletes a support ticket in Agiled by its id.
- Edit Contact
Updates an existing contact's name, email or phone in Agiled.
- Edit Contract
Updates an existing contract document in Agiled, such as renaming it.
- Edit Estimate
Updates an existing estimate in Agiled, such as its name.
- Edit Expense
Updates an existing expense in Agiled.
- Edit Invoice
Updates an existing invoice in Agiled.
- Edit Product
Updates an existing product's name, SKU or price in Agiled.
- Edit Project
Updates an existing project's name, status or dates in Agiled.
- Edit Task
Updates an existing task's name, status or due date.
- Edit Ticket
Updates an existing ticket in Agiled. Only the fields you fill in are changed.
- Get Contacts
Returns contacts from your Agiled CRM, optionally filtered by email or full name.
- Get Contract
Returns one contract document by its id.
- Get Estimate
Returns one estimate by its id, with optional related records.
- Get Product
Returns one product by its id.
- Get Projects
Returns projects in your Agiled workspace, optionally filtered by name or status.
- Get Ticket
Returns one support ticket by its id, with optional related records.
- Campaign Completed
Triggers when a campaign finishes.
- Connection Request Sent
Triggers when you send a connection request.
- Add Lead to List
Adds a lead to an existing list
- Create Empty List
Creates an empty list in HeyReach
- Delete Lead From List
Deletes the lead from the HeyReach list
- Get Campaigns for Lead
Gets the campaigns the lead is a part of
- Get Conversations
Gets conversations from HeyReach
- Get Lead Details
Gets details for the given lead
- Get Leads From List
Gets leads from a HeyReach list
- Get LinkedIn Senders
Gets the sender accounts connected to HeyReach
- Get List by Id
Gets a list from HeyReach
- Get Lists
Gets lists from HeyReach
- Get Overall Stats
Gets the HeyReach analytics, similar to the Dashboard
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 Agiled
Agiled to ProcurementExpress.comProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...
Agiled to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Agiled to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Agiled to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Agiled to Google SheetsGoogle Sheets
Agiled to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into HeyReach
Google Calendar to HeyReachGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to HeyReachGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to HeyReachActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Agiled and HeyReach, answered
What can start an automation from Agiled?
Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in HeyReach when something happens in Agiled?
Any of HeyReach's 11 actions, including Create Empty List, Add Lead to List, Get Campaigns for Lead and Get Conversations. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HeyReach to Agiled?
Yes. When something happens in HeyReach, your agent can act in Agiled too. This page covers both directions: HeyReach's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or HeyReach?
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 Agiled and HeyReach 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.