--- title: "Connect Apex27 to Piriod - APIANT.ai" description: "When \"New / Updated Listing\" fires in Apex27, your agent runs \"Add contact\" in Piriod." canonical: "https://apiant.ai/connect/apex27-to-piriod" --- # Connect Apex27 to Piriod When **New / Updated Listing** fires in [Apex27](https://apiant.ai/connections/apex27), your agent runs **Add contact** in [Piriod](https://apiant.ai/connections/piriod). Describe the whole flow and it is built, tested on every scenario and kept running. Apex27 **4** triggers Apex27 **15** actions Piriod **23** 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 Piriod 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 Piriod - When **New / Updated Listing** in Apex27 then **Add contact** in Piriod - When **New / Updated Task** in Apex27 then **Add customer** in Piriod 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 Piriod ## Triggers and actions 4 triggers · 38 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 **Add contact** Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders. - Action **Add coupon** Creates a discount coupon in Piriod that can be applied to invoices or invoice lines. - Action **Add credit note** Creates a draft credit note that adjusts an existing invoice. - Action **Add customer** Creates a customer in Piriod with their name, address, country and billing preferences. - Action **Add invoice** Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it. - Action **Add payment** Creates a payment in Piriod, optionally applied to an invoice, customer or subscription. - Action **Add product** Creates a product in Piriod, which plans can then be priced under. - Action **Add subscription** Creates a recurring subscription for a customer, billing one or more plans on a schedule. - Action **Add usage** Records a usage quantity against a metered subscription line in Piriod. - Action **Cancel subscription** Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead. - Action **Delete customer** Deletes a customer, or archives it when it has invoices, subscriptions or payment history. - Action **Finalize invoice** Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice. - Action **Get coupon** Returns a single coupon by its id, including its discount amount, duration and status. - Action **Get credit note** Returns a single credit note, including its lines, amounts and status. - Action **Get customer** Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals. - Action **Get invoice** Returns a single invoice by its id, including its lines, totals, status and linked payments. - Action **Get subscription** Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status. - Action **List payments** Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date. - Action **List products** Returns the products in your Piriod workspace, optionally filtered by name or plan. - Action **List usages** Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity. - Action **Update customer** Updates an existing Piriod customer, changing only the details you fill in. - Action **Update invoice** Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated. - Action **Update subscription** Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed. ## Each app on its own - [ **Apex27** Apex27 is a full-featured estate agent CRM platform](https://apiant.ai/connections/apex27) - [ **Piriod** Subscription management & recurring billing](https://apiant.ai/connections/piriod) 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 Piriod - [ **HubSpot to Piriod** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-piriod) - [ **Salesforce to Piriod** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-piriod) - [ **Slack to Piriod** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-piriod) - [ **Google Sheets to Piriod** Google Sheets](https://apiant.ai/connect/google-sheets-to-piriod) - [ **Gmail to Piriod** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-piriod) - [ **Google Calendar to Piriod** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-piriod) Questions ## Apex27 and Piriod, 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 Piriod when something happens in Apex27? Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Piriod to Apex27? Piriod has no triggers in the catalog today, so automations start in Apex27. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it. ### ### Do I have to build a connector for Apex27 or Piriod? 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 Piriod 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.