Integration
Connect Aura and Prospect CRM
When New Call fires in Aura, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Add Lead Note in Aura. 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 Aura and Prospect CRM 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 Aura and Prospect CRM can do together
From Aura to Prospect CRM
When New Call in Aura
then Add contact in Prospect CRM
From Prospect CRM to Aura
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 Aura and Prospect CRM
Triggers and actions 5 triggers · 55 actions
- New Call
Triggers when a new call is booked in Aura.
- New Lead
Triggers when a new lead is added in Aura.
- New Payment
Triggers when a new payment is recorded in Aura.
- Add Lead Note
Adds a note to an Aura lead.
- Archive Lead
Archives an Aura lead.
- Cancel Call
Cancels a booked Aura call.
- Create Lead
Creates a new lead in Aura.
- Get Call
Returns one Aura call by its ID.
- Get Call Analysis
Returns the AI analysis of an Aura call.
- Get Call Form Answers
Returns the booking-form answers submitted for an Aura call.
- Get Dashboard Analytics
Returns Aura's dashboard analytics.
- Get Lead
Returns one Aura lead by its ID.
- Get Opportunity
Returns one Aura opportunity by its ID.
- Get Payment
Returns one Aura payment by its ID.
- Get Product
Returns one Aura product by its ID.
- Get Revenue Analytics
Returns Aura revenue grouped by currency.
- Get Scheduler
Returns one Aura scheduler by its ID.
- Get Scheduler Availability
Returns the bookable time slots of an Aura scheduler.
- Get Scheduler Fields
Returns the booking-form fields of an Aura scheduler.
- Get Team Member
Returns one Aura team member by its ID.
- Get Team Performance
Returns a performance summary for the Aura team.
- List Calls
Returns a page of Aura calls, optionally filtered.
- List Lead Notes
Returns the notes on an Aura lead.
- List Leads
Returns a page of Aura leads, optionally filtered by status or pipeline stage.
- List Opportunities
Returns a page of Aura opportunities.
- List Payments
Returns a page of payments recorded in Aura.
- List Products
Returns the products in the Aura account.
- List Schedulers
Returns the schedulers (booking links) in the Aura account.
- List Team Members
Returns the team members in the Aura account.
- Qualify Lead
Checks whether a lead would qualify for a scheduler and returns the result.
- Reassign Call Closer
Moves a booked Aura call to a different closer.
- Record Payment
Records a payment in Aura.
- Reschedule Call
Moves a booked Aura call to a new time.
- Send Test Webhook
Sends a test event to an Aura webhook subscription and returns how its endpoint responded.
- Set Call Outcome
Records the outcome of an Aura call (for example won, lost or no-show).
- Update Call
Updates an existing Aura call.
- Update Lead
Updates an existing Aura lead's details.
- Update Payment
Updates a payment recorded in Aura.
- Verify Payment
Marks an Aura payment as verified.
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
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 Aura
Aura to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Aura to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Aura to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Aura to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Aura to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Aura to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Prospect CRM
Google Drive to Prospect CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Prospect CRMMailchimp marketing automation and email platform.
Questions
Aura and Prospect CRM, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in Aura?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to Aura?
Yes. When something happens in Prospect CRM, your agent can act in Aura too. This page covers both directions: Prospect CRM's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura or Prospect CRM?
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 Aura and Prospect CRM 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.