Integration
Connect Alegra and Heartbeat
When New Contact fires in Alegra, your agent runs Create Event in Heartbeat, or Course Completed in Heartbeat to Create Contact in Alegra. 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 Alegra and Heartbeat 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 Alegra and Heartbeat can do together
From Alegra to Heartbeat
When New Contact in Alegra
then Create Event in Heartbeat
From Heartbeat to Alegra
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 Alegra and Heartbeat
Triggers and actions 8 triggers · 22 actions
- New Contact
Triggers when a new contact is created in your Alegra account.
- New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
- New Invoice
Triggers when a new sales invoice is created in your Alegra account.
- New Item
Triggers when a new product or service is created in your Alegra account.
- Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
- Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
- Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
- Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
- Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
- Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
- Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
- Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
- Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
- Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
- Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
- Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
- Find Item
Searches the products and services in your Alegra account. Returns the matching items.
- Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
- Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
- Update Contact in Colombia
Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
- Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
- Course Completed
Triggers when a user completes a course.
- New Event
Triggers when a new event is created.
- New Event RSVP
Triggers when someone RSVPs to an event.
- Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
- Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
- Create Thread
Posts a new thread in a Heartbeat channel.
- Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
- List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
- List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.
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
Alegra and Heartbeat, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Heartbeat when something happens in Alegra?
Any of Heartbeat's 6 actions, including Create Event, Create Group, Create Thread and Deactivate User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Heartbeat to Alegra?
Yes. When something happens in Heartbeat, your agent can act in Alegra too. This page covers both directions: Heartbeat's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or Heartbeat?
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 Alegra and Heartbeat 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.