Integration
Connect Amplemarket and Perfex CRM
When New Call fires in Amplemarket, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add Email Exclusion in Amplemarket. 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 Amplemarket and Perfex CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Amplemarket and Perfex CRM can do together
From Amplemarket to Perfex CRM
When New Call in Amplemarket
then Create Customer in Perfex CRM
From Perfex CRM to Amplemarket
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 Amplemarket and Perfex CRM
Triggers and actions 10 triggers · 36 actions
- New Call
Triggers when a new call is logged in Amplemarket.
- Add call
Logs a call made outside Amplemarket against a sequence task, recording its numbers, duration, outcome and optional recording or transcript.
- Add Domain Exclusion
Adds a domain to the Amplemarket exclusion list so nobody at it is contacted.
- Add Email Exclusion
Adds an email address to the Amplemarket exclusion list so it is never contacted.
- Add lead list
Creates a new lead list in Amplemarket from a set of leads identified by LinkedIn URL, email, or title and company.
- Add leads to lead list
Adds one or more leads (by LinkedIn URL, email, or title and company) to an Amplemarket lead list.
- Add Lead to Sequence
Adds a lead, by email, to an Amplemarket sequence and reports whether it was added or skipped.
- Complete task
Marks an Amplemarket task as completed, optionally completing its lead as well.
- Create Contact
Creates a contact in Amplemarket and returns its ID.
- Enrich Company
Returns a company's profile (name, website, industry, size, location) found by its domain or LinkedIn URL.
- Enrich Person via Email
Returns a person's profile (name, title, LinkedIn, location and company) found by their email address.
- Find companies
Searches Amplemarket's company database by name, domain, location, industry, size and other firmographic filters and returns the matching companies.
- Find Contact by Email
Returns the Amplemarket contact with the given email address.
- Find people
Searches Amplemarket's people database by name, title, company and other filters and returns the matching people with their company details.
- Get contact
Returns an Amplemarket contact by its id, including phone numbers, CRM link and recent activity.
- Get Email Validation Results
Returns the status and per-email results of an email validation batch.
- Get lead list
Returns a lead list with its name, status, owner, options and the leads it contains.
- List calls
Returns the calls logged in Amplemarket, newest first, optionally filtered by user, phone number, direction or start date.
- List lead lists
Returns the lead lists in your Amplemarket account, optionally filtered by status or owner.
- List Sequences
Returns the sequences in the Amplemarket account.
- List tasks
Returns the tasks assigned to an Amplemarket user, optionally filtered by type, status, sequence or keyword.
- List users
Returns the users in your Amplemarket account, optionally filtered by status, role or email.
- Validate Email
Starts validating an email address and returns the validation batch ID to fetch the result with.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. 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
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Questions
Amplemarket and Perfex CRM, answered
What can start an automation from Amplemarket?
Any of Amplemarket's 1 trigger in the catalog, including New Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Amplemarket?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Amplemarket?
Yes. When something happens in Perfex CRM, your agent can act in Amplemarket too. This page covers both directions: Perfex CRM's triggers and Amplemarket's actions are listed here as well.
Do I have to build a connector for Amplemarket or Perfex 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 Amplemarket and Perfex 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.