Integration
Connect Apizeal and Paymo
When Contact Created fires in Apizeal, your agent runs Add client contact in Paymo, or New Client in Paymo 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 Paymo 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 Paymo can do together
From Apizeal to Paymo
When Contact Created in Apizeal
then Add client contact in Paymo
From Paymo 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 Paymo
Triggers and actions 22 triggers · 57 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 Client
Triggers when a new client is created in Paymo.
- New Client Contact
Triggers when a new client contact is created in Paymo.
- New Estimate
Triggers when a new estimate is created in Paymo.
- New Expense
Triggers when a new expense is created in Paymo.
- New Invoice
Triggers when a new invoice is created in Paymo.
- New Project
Triggers when a new project is created in Paymo.
- New Report
Triggers when a new report is created in Paymo.
- New Task
Triggers when a new task is created in Paymo.
- New Task List
Triggers when a new task list is created in Paymo.
- New Time Entry
Triggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).
- Timer Started
Triggers when someone starts a timer in Paymo.
- Timer Stopped
Triggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).
- Updated Client
Triggers when a client is updated in Paymo.
- Updated Project
Triggers when a project is updated in Paymo.
- Updated Task
Triggers when a task is updated in Paymo.
- Updated Time Entry
Triggers when a time entry is updated in Paymo.
- Add client contact
Creates a contact person under an existing Paymo client.
- Add estimate
Creates an estimate for a client in Paymo, including its line items.
- Create Client
Creates a new client in Paymo.
- Create Expense
Creates a new expense for a client in Paymo.
- Create Invoice
Creates a new invoice for a client in Paymo.
- Create Project
Creates a new project in Paymo.
- Create Task
Creates a new task in a Paymo project or task list.
- Create Task List
Creates a new task list in a Paymo project.
- Create Time Entry
Logs a new time entry against a Paymo task.
- Delete client
Deletes a client in Paymo, along with all of its projects, tasks, task lists and time entries.
- Delete expense
Permanently deletes an expense in Paymo.
- Delete invoice
Permanently deletes an invoice in Paymo.
- Delete project
Deletes a Paymo project, along with all its task lists, tasks, discussions, files and time entries.
- Delete task
Deletes a task, along with all time entries logged for it.
- Delete time entry
Deletes a time entry (or a running timer) from Paymo.
- Find Client by Email
Finds a Paymo client by email address.
- Find Task
Finds a Paymo task by name, optionally within one project.
- Get client
Returns one Paymo client by its ID, including address, contact details and status.
- Get estimate
Returns a Paymo estimate by ID, optionally with its line items and related client, invoice or template.
- Get expense
Returns a single Paymo expense by its ID, including amount, currency, date, notes, tags and receipt.
- Get invoice
Returns a single Paymo invoice by its ID, including totals, status, dates and links; optionally includes its line items, payments, client or template.
- Get project
Returns a single Paymo project by its ID, including its client, billing settings and assigned users.
- Get time entry
Returns a single Paymo time entry by its ID, optionally with its task, user or invoice item.
- List client contacts
Returns the client contacts in your Paymo account, optionally only those of one client.
- List clients
Returns the clients in your Paymo account, optionally filtered to active or archived clients.
- List estimates
Returns the estimates in your Paymo account, optionally filtered by client, status or total.
- List expenses
Returns the expenses in your Paymo account, optionally filtered by client, project, date or invoiced status.
- List invoices
Returns the invoices in your Paymo account, optionally filtered by client, status, total or other invoice attributes.
- List projects
Returns the projects in your Paymo company, optionally filtered (for example by client, active status or assigned user).
- List tasks
Returns the tasks in your Paymo account, optionally filtered by project, task list, completion or assignee.
- List time entries
Returns time entries from Paymo, optionally filtered by project, task, user, client or a time interval.
- Restart timer
Starts a running timer again on a task by creating a new time entry with a start time and no end time. Fails if the user already has a timer running.
- Stop timer
Stops a running Paymo timer by setting its end time, turning it into a completed time entry.
- Update client
Updates an existing Paymo client's details, such as name, contact info and address, or archives/reactivates it. Only the fields you fill in are changed.
- Update client contact
Updates an existing contact of a Paymo client. Only the fields you fill in are changed.
- Update expense
Updates an existing expense in Paymo. Only the fields you fill in are changed.
- Update invoice
Updates an existing Paymo invoice — its dates, client, taxes, text blocks, status or line items. Only the fields you fill in are changed.
- Update project
Updates an existing Paymo project's details, billing settings, assigned users or status. Only the fields you fill in are changed.
- Update task
Updates an existing Paymo task; only the fields you fill in are changed.
- Update time entry
Updates an existing Paymo time entry, changing only the fields you fill in (task, user, times, date, duration, description or billed 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
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Questions
Apizeal and Paymo, 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 Paymo when something happens in Apizeal?
Any of Paymo's 40 actions, including Create Client, Create Expense, Create Invoice and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paymo to Apizeal?
Yes. When something happens in Paymo, your agent can act in Apizeal too. This page covers both directions: Paymo's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Paymo?
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 Paymo 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.