--- title: "Connect Apex27 to Daffy - APIANT.ai" description: "When \"New / Updated Listing\" fires in Apex27, your agent runs \"Get user\" in Daffy." canonical: "https://apiant.ai/connect/apex27-to-daffy" --- # Connect Apex27 to Daffy When **New / Updated Listing** fires in [Apex27](https://apiant.ai/connections/apex27), your agent runs **Get user** in [Daffy](https://apiant.ai/connections/daffy). Describe the whole flow and it is built, tested on every scenario and kept running. Apex27 **4** triggers Apex27 **15** actions Daffy **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apex27 and Daffy 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 Apex27 can start in Daffy - When **New / Updated Listing** in Apex27 then **Get user** in Daffy - When **New / Updated Task** in Apex27 then **Find non profits by query** in Daffy 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 Apex27 and Daffy ## Triggers and actions 4 triggers · 21 actions - Trigger **New / Updated Listing** Triggers when a listing is created or updated inside Apex27. - Trigger **New / Updated Task** Triggers when a task is created or updated inside Apex27. - Trigger **New / Updated Valuation** Triggers when a valuation is created or updated inside Apex27. - Trigger **New / Updated Viewing** Triggers when a viewing is created or updated inside Apex27. - Action **Add Listing Valuation** creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create. - Action **Add Listing Viewing** books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create. - Action **Create Call Log** Creates a call log record in Apex27. - Action **Create Notification** Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact. - Action **Create / Update Contact** Creates a new contact or updates an existing contact in Apex27. - Action **Create / Update Contact Note** Creates a note linked to a contact - Action **Create / Update Listing** Creates a new listing, or updates an existing listing if you pass the existing listing ID - Action **Create / Update Listing Note** Creates or updates a listing note - Action **Create / Update Task** Creates or updates a task if you pass the task ID. - Action **Find Contact** Finds a contact by ID, Email or Phone - Action **Get Contact Note** Returns one contact note by id. - Action **List Contact Call Logs** Returns the call logs recorded against a contact. - Action **List Listing Valuations** Returns the valuations recorded on a listing. - Action **Upload Document** This will upload a document to either a listing or a contact - Action **Upload Image for Listing** Uploads an image to a listing - Action **Find non profits by query** Searches Daffy's directory of non-profits by name and returns the matching organizations. - Action **Get balance** Returns the current balance of the connected user's Daffy fund. - Action **Get gift** Returns a single Daffy gift by its code, including recipient, amount, status and shareable link. - Action **Get non profit** Returns a non-profit organization's details by its EIN. - Action **Get user** Returns the profile of the Daffy user who owns the connected API key, including their current fund and its causes. - Action **List gifts** Returns the gifts sent from your Daffy fund. ## Each app on its own - [ **Apex27** Apex27 is a full-featured estate agent CRM platform](https://apiant.ai/connections/apex27) - [ **Daffy** Daffy allows users to manage their charitable giving.](https://apiant.ai/connections/daffy) Reviews ## What our customers say ## More from Apex27 - [ **Apex27 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apex27-to-hubspot) - [ **Apex27 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apex27-to-salesforce) - [ **Apex27 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apex27-to-slack) - [ **Apex27 to Google Sheets** Google Sheets](https://apiant.ai/connect/apex27-to-google-sheets) - [ **Apex27 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apex27-to-gmail) - [ **Apex27 to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/apex27-to-google-calendar) ## More into Daffy - [ **HubSpot to Daffy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daffy) - [ **Salesforce to Daffy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daffy) - [ **Slack to Daffy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daffy) - [ **Google Sheets to Daffy** Google Sheets](https://apiant.ai/connect/google-sheets-to-daffy) - [ **Gmail to Daffy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daffy) - [ **Google Calendar to Daffy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daffy) Questions ## Apex27 and Daffy, answered ### ### What can start an automation from Apex27? Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Daffy when something happens in Apex27? Any of Daffy's 6 actions, including Find non profits by query, Get balance, Get gift and Get non profit. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daffy to Apex27? Daffy has no triggers in the catalog today, so automations start in Apex27. If you need the other direction, ask: your agent reads Daffy's API documentation and adds it. ### ### Do I have to build a connector for Apex27 or Daffy? 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 Apex27 and Daffy 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.