Integration
Connect Apizeal to Clay
When Contact Created fires in Apizeal, your agent runs Create Record in Table in Clay. 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 Clay 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 can start in Clay
When Contact Created in Apizeal
then Create Record in Table in Clay
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 Clay
Triggers and actions 6 triggers · 21 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.
- Create Record in Table
Adds a record (row) to a Clay table by posting it to that table's webhook URL. Each key in the record becomes a column in the table.
- Get my user
Returns the Clay user the connection authenticates as. Takes no search criterion.
- Get Search Results Page
Returns the next page of people or company records for a Clay search you already created. Call it repeatedly while it reports that more results are available.
- Search People or Companies
Starts a search of Clay's people or company database using structured filters, and returns a search ID. Use Get Search Results Page to read the matching records.
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 Clay
Kit to ClayKit is an email marketing platform for professional bloggers.
Questions
Apizeal and Clay, 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 Clay when something happens in Apizeal?
Any of Clay's 4 actions, including Create Record in Table, Get my user, Get Search Results Page and Search People or Companies. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clay to Apizeal?
Clay has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads Clay's API documentation and adds it.
Do I have to build a connector for Apizeal or Clay?
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 Clay 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.