Integration
Connect Apizeal and Paperless Parts
When Contact Created fires in Apizeal, your agent runs Create Contact in Paperless Parts, or Order Created in Paperless Parts 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 Paperless Parts 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 Paperless Parts can do together
From Apizeal to Paperless Parts
When Contact Created in Apizeal
then Create Contact in Paperless Parts
From Paperless Parts 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 Paperless Parts
Triggers and actions 8 triggers · 45 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.
- Order Created
Triggers when a new order is placed in Paperless Parts, giving its order number.
- Quote Sent
Triggers when a quote is sent from Paperless Parts, giving its number and revision.
- Add billing address
Adds a new billing address to an account in Paperless Parts and returns the created address.
- Add quote
Creates a new quote in Paperless Parts, optionally linked to a contact, with notes, dates, estimator and salesperson.
- Add quote item
Adds a new line item to an existing quote, optionally tied to a part, material and process with requested quantities.
- Create Account
Creates a customer account in Paperless Parts.
- Create Contact
Creates a contact in Paperless Parts, optionally linked to a customer account.
- Create Purchased Component
Creates a purchased component (a bought-in part with its OEM part number and piece price).
- Delete account
Deletes an account (customer or vendor company) from Paperless Parts.
- Delete contact
Deletes a contact from your Paperless Parts account.
- Delete Purchased Component
Deletes a purchased component.
- Find Accounts
Searches Paperless Parts customer accounts by name or ERP code, 20 per page.
- Find Contacts
Searches Paperless Parts contacts by name or email, 20 per page.
- Find jobs
Returns jobs matching the given filters, such as account, contact, ERP code, or part number.
- Find parts
Finds manual parts whose name or part number matches the search text, optionally filtered by part type or root parts only.
- Find Purchased Components
Searches purchased components by OEM or internal part number.
- Find users
Returns the users on your Paperless Parts team whose email, name or ERP code contains the search text.
- Get Account
Returns one Paperless Parts customer account by its ID.
- Get Contact
Returns one Paperless Parts contact by its ID, with name, email, phone, address and account.
- Get Order Details
Returns the full details of a Paperless Parts order by its order number.
- Get Quote Details
Returns the full details of a Paperless Parts quote by its number and optional revision.
- Get quote item
Returns the details of a single line item on a Paperless Parts quote, optionally with related parts, materials, quantities and pricing expanded.
- List billing addresses
Returns all billing addresses associated with a Paperless Parts account.
- List facilities
Returns all facilities (ship-to destinations) associated with a Paperless Parts account.
- Update Account
Updates the fields you supply on an existing Paperless Parts customer account.
- Update Contact
Updates the fields you supply on an existing Paperless Parts contact.
- Update order
Updates the ERP code on an existing order and returns the updated order.
- Update Purchased Component
Updates the fields you supply on an existing purchased component.
- Update quote
Updates the header details of an existing quote, such as its ERP code, RFQ number, due and expiration dates, assigned estimator and salesperson, notes, tax rate and priority.
- Update Quote Status
Changes a Paperless Parts quote's status.
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 Paperless Parts
Google Drive to Paperless PartsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Paperless PartsMailchimp marketing automation and email platform.
Questions
Apizeal and Paperless Parts, 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 Paperless Parts when something happens in Apizeal?
Any of Paperless Parts's 28 actions, including Create Account, Create Contact, Create Purchased Component and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paperless Parts to Apizeal?
Yes. When something happens in Paperless Parts, your agent can act in Apizeal too. This page covers both directions: Paperless Parts's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Paperless Parts?
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 Paperless Parts 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.