Integration
Connect Amplifier and Perfex CRM
When New Item fires in Amplifier, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Order in Amplifier. 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 Amplifier 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 Amplifier and Perfex CRM can do together
From Amplifier to Perfex CRM
When New Item in Amplifier
then Create Customer in Perfex CRM
From Perfex CRM to Amplifier
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 Amplifier and Perfex CRM
Triggers and actions 11 triggers · 28 actions
- New Item
Triggers when a new inventory item is created in Amplifier.
- New Order Received
Triggers when a new order is received in Amplifier.
- Create Item
Creates an inventory item (SKU) in Amplifier.
- Create Order
Creates a fulfillment order in Amplifier with a ship-to address and line items.
- Create Order Source
Creates an order source, the channel label you attach to orders.
- Create Receipt
Creates an inbound receipt telling Amplifier a supply delivery of boxes is on its way.
- Delete Order Source
Deletes an order source.
- Find Items
Searches inventory items by SKU, name or free text and returns the matches.
- Get Campaign
Returns one campaign by its ID, with its dates, reward limits and notification settings.
- Get Current Inventory
Returns current inventory levels for every item in your Amplifier account.
- Get Item
Returns one inventory item by its Amplifier ID, including SKU, name, pricing and dimensions.
- Get Order
Returns one order by its Amplifier ID, including status, shipping details and line items.
- Get Order Source
Returns one order source by its ID, with its name and code.
- Get Shipments By Ship Date
Returns the shipments that shipped on a given date.
- List Campaigns
Returns the campaigns in the Amplifier account.
- Revoke Campaign Offer
Revokes a campaign offer so it can no longer be redeemed.
- 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
Reviews
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Questions
Amplifier and Perfex CRM, answered
What can start an automation from Amplifier?
Any of Amplifier's 2 triggers in the catalog, including New Item and New Order Received. 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 Amplifier?
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 Amplifier?
Yes. When something happens in Perfex CRM, your agent can act in Amplifier too. This page covers both directions: Perfex CRM's triggers and Amplifier's actions are listed here as well.
Do I have to build a connector for Amplifier 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 Amplifier 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.