Integration
Connect Avalara and ProspectPro
When New Transaction fires in Avalara, your agent runs Add contact in ProspectPro, or New Contact in ProspectPro to Create Customer in Avalara. 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 Avalara and ProspectPro 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)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 Avalara and ProspectPro can do together
From Avalara to ProspectPro
When New Transaction in Avalara
then Add contact in ProspectPro
When New Transaction in Avalara
then Update contact in ProspectPro
From ProspectPro to Avalara
When New Contact in ProspectPro
then Create Customer in Avalara
When New or Updated Contact in ProspectPro
then Get Customer in Avalara
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 Avalara and ProspectPro
Triggers and actions 3 triggers · 26 actions
Trigger
New TransactionTriggers when a new transaction is recorded for a company.
Action
Commit TransactionCommits a transaction so it is included in tax filings.
Action
Create CustomerCreates a customer in a company, used for exemption certificate tracking.
Action
Delete CustomerDeletes a customer record from an AvaTax company, identified by its customer code.
Action
Get CompanyReturns one company in your Avalara account.
Action
Get CustomerReturns a single customer record from an AvaTax company, looked up by its customer code.
Action
Get Tax Rates by AddressReturns the combined and per-jurisdiction sales tax rates for a street address.
Action
Get TransactionReturns one transaction with its calculated tax.
Action
List CompaniesReturns the companies in your Avalara account.
Action
List CustomersReturns the customers of one company.
Action
List itemsReturns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
Action
List nexusReturns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
Action
List TransactionsReturns the transactions recorded for one company.
Action
Refund TransactionCreates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
Action
Resolve AddressValidates an address and returns its normalized form with coordinates.
Action
Update TransactionAdjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
Action
Void TransactionVoids a transaction so it no longer counts toward tax liability.
Trigger
New ContactTriggers when a new contact is created
Trigger
New or Updated ContactTriggers when a Contact is created or updated.
Action
Add contactCreate a contact on a prospect.
Action
Add eventAdd an event to a prospect.
Action
Delete contactDelete a contact.
Action
Delete eventDelete an event.
Action
Get ContactsGet Contacts from ProspectPro.
Action
Get ProspectGet a specific prospect by ID.
Action
List eventsList events.
Action
Update contactEdit a contact.
Action
Update TagsUpdate the tags associated with a specific prospect.
Action
Update Target Audience StatusUpdate the target audience status for a specific prospect.
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 Avalara
Avalara to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Avalara to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Avalara to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Avalara to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Avalara to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Avalara to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into ProspectPro
HubSpot to ProspectProHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ProspectProGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ProspectProGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ProspectProGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ProspectProGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ProspectProMailchimp marketing automation and email platform.
Questions
Avalara and ProspectPro, answered
What can start an automation from Avalara?
Any of Avalara's 1 trigger in the catalog, including New Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProspectPro when something happens in Avalara?
Any of ProspectPro's 10 actions, including Update contact, Update Tags, Update Target Audience Status and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProspectPro to Avalara?
Yes. When something happens in ProspectPro, your agent can act in Avalara too. This page covers both directions: ProspectPro's triggers and Avalara's actions are listed here as well.
Do I have to build a connector for Avalara or ProspectPro?
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 Avalara and ProspectPro 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.