--- title: "Connect Apex27 to SUMIT - APIANT.ai" description: "When \"New / Updated Listing\" fires in Apex27, your agent runs \"Add customer\" in SUMIT." canonical: "https://apiant.ai/connect/apex27-to-sumit" --- # Connect Apex27 to SUMIT When **New / Updated Listing** fires in [Apex27](https://apiant.ai/connections/apex27), your agent runs **Add customer** in [SUMIT](https://apiant.ai/connections/sumit). Describe the whole flow and it is built, tested on every scenario and kept running. Apex27 **4** triggers Apex27 **15** actions SUMIT **9** 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 SUMIT 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 SUMIT - When **New / Updated Listing** in Apex27 then **Add customer** in SUMIT - When **New / Updated Task** in Apex27 then **Add customer remark** in SUMIT 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 SUMIT ## Triggers and actions 4 triggers · 24 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 customer** Creates a customer in SUMIT, or finds an existing one according to the chosen search mode, and returns its customer number. - Action **Add customer remark** Adds a text remark to an existing SUMIT customer and returns the new remark's id. - Action **Add income item** Creates an income item (a product or service you sell) in SUMIT, or finds an existing one according to the chosen search mode. - Action **Create Card** Creates a new card (CRM entity) in a SUMIT folder with the field values you provide. - Action **Get Card** Returns a SUMIT CRM card (entity) by its ID, including its folder and field values. - Action **Get document PDF** Returns the PDF file of a SUMIT document, located by its document ID or by its type and number. - Action **List income items** Returns the income items (products and services) defined in your SUMIT account, with their name, description, price, cost and SKU. - Action **Update Card** Updates the fields of an existing card (entity) in a SUMIT CRM folder. - Action **Update customer** Updates an existing customer's details in SUMIT, such as name, contact information and custom fields. ## Each app on its own - [ **Apex27** Apex27 is a full-featured estate agent CRM platform](https://apiant.ai/connections/apex27) - [ **SUMIT** SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit...](https://apiant.ai/connections/sumit) 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 SUMIT - [ **HubSpot to SUMIT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumit) - [ **Salesforce to SUMIT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumit) - [ **Slack to SUMIT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumit) - [ **Google Sheets to SUMIT** Google Sheets](https://apiant.ai/connect/google-sheets-to-sumit) - [ **Gmail to SUMIT** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumit) - [ **Google Calendar to SUMIT** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumit) Questions ## Apex27 and SUMIT, 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 SUMIT when something happens in Apex27? Any of SUMIT's 9 actions, including Create Card, Update Card, Update customer and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SUMIT to Apex27? SUMIT has no triggers in the catalog today, so automations start in Apex27. If you need the other direction, ask: your agent reads SUMIT's API documentation and adds it. ### ### Do I have to build a connector for Apex27 or SUMIT? 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 SUMIT 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.