Integration
Connect Apizeal and Breeze
When Contact Created fires in Apizeal, your agent runs Create New Task in Breeze, or New Project in Breeze to Find Contact in Apizeal. 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 Apizeal and Breeze 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 Apizeal and Breeze can do together
From Apizeal to Breeze
When Contact Created in Apizeal
then Create New Task in Breeze
From Breeze to Apizeal
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 Apizeal and Breeze
Triggers and actions 12 triggers · 47 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- New Project
Triggers when a new project is created in Breeze.
- New Task
Triggers when a new task is created in the selected Breeze project.
- Project Renamed
Triggers when a Breeze project is given a new name.
- Tag Added to Task
Triggers when a tag is added to a task in the selected Breeze project.
- Task Moved
Triggers when a task is moved to a different list in the selected Breeze project.
- Task Status Updated
Triggers when a task's status changes in the selected Breeze project.
- Add comment
Adds a comment to a task in a Breeze project. Returns the comment that was created.
- Add list
Adds a new list to a Breeze project. Returns the list that was created.
- Add time entry
Logs a time entry against a task in a Breeze project. Returns the time entry that was created.
- Add todo
Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
- Create New Project
Creates a new project in Breeze. Returns the project that was created.
- Create New Task
Creates a new task (card) in a Breeze project. Returns the task that was created.
- Delete card
Deletes a task (card) from a Breeze project.
- Delete comment
Deletes a comment from a task in a Breeze project.
- Delete list
Deletes a list from a Breeze project.
- Delete project
Deletes a project from Breeze.
- Delete time entry
Deletes a time entry from a task in a Breeze project.
- Delete todo
Deletes a checklist item from a task in a Breeze project.
- Find Project
Returns the Breeze projects whose name contains the text you supply.
- Generate time tracking report
Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
- Get card
Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
- Get project
Returns a single Breeze project, including its budget, members and tracked time.
- List cards
Returns the tasks (cards) in a Breeze project, 100 per page.
- List comments
Returns the comments on a task in a Breeze project.
- List lists
Returns the lists in a Breeze project.
- List projects
Returns all active projects in the Breeze account.
- List time entries
Returns the time entries logged against a task in a Breeze project.
- List todos
Returns the items on a checklist of a task in a Breeze project.
- List users
Returns the people on your Breeze team.
- Move card
Moves a task to another list, or to another position within its list.
- Update card
Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
- Update comment
Changes the text of a comment on a task in a Breeze project. Returns the updated comment.
- Update list
Renames a list in a Breeze project. Returns the updated list.
- Update project
Updates a Breeze project. Only the values you supply are changed. Returns the updated project.
- Update time entry
Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
- Update todo
Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.
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
What our customers say
More from Apizeal
Apizeal to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Apizeal to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Apizeal to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Apizeal to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Apizeal to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Apizeal to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Breeze
Stripe to BreezeStripe is a payment processing platform for online businesses.
QuickBooks Online to BreezeQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
ActiveCampaign to BreezeActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to BreezeOrganize anything with Airtable, a modern database created for everyone.
Trello to BreezeTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Questions
Apizeal and Breeze, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Breeze when something happens in Apizeal?
Any of Breeze's 30 actions, including Create New Project, Create New Task, Update card and Update comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Breeze to Apizeal?
Yes. When something happens in Breeze, your agent can act in Apizeal too. This page covers both directions: Breeze's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Breeze?
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 Apizeal and Breeze 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.