Integration
Connect Avaza to RAYNET CRM
When Company Updated fires in Avaza, your agent runs Add Activity - Email in RAYNET CRM. 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 Avaza and RAYNET 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)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 Avaza can start in RAYNET CRM
When Company Updated in Avaza
then Add Activity - Email in RAYNET CRM
When Contact Updated in Avaza
then Add Address to Contact - Account in RAYNET CRM
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 Avaza and RAYNET CRM
Triggers and actions 25 triggers · 199 actions
Trigger
Company UpdatedTriggers when a company is updated in Avaza, delivering a snapshot of the company.
Trigger
Contact UpdatedTriggers when a contact is updated in Avaza.
Trigger
Estimate DeletedTriggers when an estimate (quote) is deleted in Avaza.
Trigger
Estimate UpdatedTriggers when an estimate (quote) is updated in Avaza.
Trigger
Expense DeletedTriggers when an expense is deleted in Avaza.
Trigger
Expense UpdatedTriggers when an expense is updated in Avaza.
Trigger
Invoice SentTriggers when an invoice is sent (or marked as sent) in Avaza.
Trigger
Invoice UpdateTriggers when an invoice is updated in Avaza.
Trigger
New Bill CreatedTriggers when a new supplier bill is created in Avaza.
Trigger
New CompanyTriggers when a new company is created in Avaza.
Trigger
New ContactTriggers when a new contact is created in Avaza.
Trigger
New Estimate CreatedTriggers when a new estimate (quote) is created in Avaza.
Trigger
New Expense CreatedTriggers when a new expense is created in Avaza.
Trigger
New Invoice CreatedTriggers when a new invoice is created in Avaza.
Trigger
New ProjectTriggers when a new project is created in Avaza.
Trigger
New Schedule Series CreatedTriggers when a schedule series (a project booking or leave) is created in Avaza.
Trigger
New Task CreatedTriggers when a new task is created in Avaza.
Trigger
New Timesheet EntryTriggers when a timesheet entry is created in Avaza.
Trigger
Project UpdatedTriggers when a project is updated in Avaza.
Trigger
Schedule Series DeletedTriggers when a schedule booking or leave series is deleted in Avaza.
Trigger
Schedule Series UpdatedTriggers when a schedule series (a project booking or leave) is updated in Avaza.
Trigger
Task DeletedTriggers when a task is deleted in Avaza.
Trigger
Task UpdatedTriggers when a task is updated in Avaza.
Trigger
Timesheet Entry DeletedTriggers when a timesheet entry is deleted in Avaza.
Trigger
Timesheet Entry UpdatedTriggers when a timesheet entry is updated in Avaza.
Action
Create BillCreates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found.
Action
Create Bill PaymentRecords a payment made to a supplier, optionally allocating it against one or more bills.
Action
Create CompanyCreates a new customer company in Avaza with billing address, contact details and custom field values.
Action
Create ContactCreates a new contact in Avaza, optionally linked to an existing or new company.
Action
Create Estimate / QuoteCreates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found.
Action
Create ExpenseCreates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task.
Action
Create InvoiceCreates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found.
Action
Create Invoice PaymentRecords a customer payment in Avaza, optionally allocating it against one or more invoices.
Action
Create ProjectCreates a new project in Avaza under an existing customer company, or under a new company created from the name you give.
Action
Create Schedule BookingCreates a project work schedule booking for a user over a date range, with hours per day or a total duration.
Action
Create SectionCreates a new section (task group) within an Avaza project.
Action
Create TaskCreates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values.
Action
Create Timesheet EntryCreates a timesheet entry in an Avaza project, or starts a timer when no duration is given.
Action
Delete EstimateDeletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted.
Action
Delete Schedule or Leave SeriesDeletes a schedule booking or leave series, along with all of its daily schedule assignments.
Action
Delete SectionDeletes a section (task group) from a project. Sections that still contain tasks cannot be deleted.
Action
Delete TaskDeletes a task, along with its subtasks and comments, from an Avaza project.
Action
Delete TimesheetDeletes a timesheet entry in Avaza by its Timesheet Entry ID.
Action
Get BillReturns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links.
Action
Get ContactReturns a single external contact by its Contact ID, including company, contact details, roles and custom field values.
Action
Get EstimateReturns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links.
Action
Get ProjectReturns a project's full details, including its sections, team members, tags and custom field values.
Action
Lookup CompanyFinds companies in Avaza whose name matches the search text and returns their IDs and names.
Action
Lookup Expense CategoryFinds an expense category in your Avaza account by its name and returns its id and unit price settings.
Action
Lookup ProjectFinds active projects by title, project code, or customer company and returns their ids, codes and titles.
Action
Lookup Project Timesheet CategoryLooks up the timesheet categories assigned to a project, optionally matching one by name.
Action
Lookup TaskReturns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values.
Action
Lookup UserFinds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches.
Action
Mark Invoice as SentFlags a draft invoice as Sent without emailing it to the customer.
Action
Reterive Task CommentsReturns the comments and discussion messages on an Avaza task, including replies, attachments and system messages.
Action
Search ExpensesReturns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status.
Action
Search InvoiceSearches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items.
Action
Search ProjectSearches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects.
Action
Search TaskSearches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date.
Action
Search TimesheetsSearches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status.
Action
Stop TimerStops the running timer on an existing timesheet entry, adding the elapsed time to its duration.
Action
Update CompanyUpdates an existing Avaza company. Only the fields named in Fields To Update are changed.
Action
Update ContactUpdates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed.
Action
Update EstimateUpdates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated.
Action
Update ExpenseUpdates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed.
Action
Update InvoiceUpdates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed.
Action
Update ProjectUpdates an existing Avaza project. Only the fields named in Fields To Update are changed.
Action
Update Project MemberUpdates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed.
Action
Update Project Timesheet CategoryUpdates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours.
Action
Update Schedule BookingUpdates an existing project work schedule booking in Avaza, such as its user, project, dates or hours.
Action
Update TaskUpdates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values.
Action
Update Timesheet EntryUpdates an existing timesheet entry in Avaza, changing only the fields you list as fields to update.
Action
Add Activity - CallCreates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
Action
Add Activity - EmailCreates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - EventCreates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - LetterCreates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Mass EmailCreates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
Action
Add Activity - MeetingCreates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - TaskCreates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
Action
Add Address to Contact - AccountAdds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
Action
Add AttachmentAdds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
Action
Add Business - DealCreates a new deal in RAYNET CRM for an account and returns the new deal's ID.
Action
Add Business - Price ListCreates a new price list in RAYNET CRM and returns its id.
Action
Add Business - ProductCreates a new product in the RAYNET CRM product catalog.
Action
Add Business - ProjectCreates a new project for an account in RAYNET CRM and returns its ID.
Action
Add Business - QuoteCreates a new quote (offer) for an account and deal in RAYNET CRM.
Action
Add Business - Sales OrderCreates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
Action
Add Contact - AccountCreates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
Action
Add Contact - ContactCreates a new contact (person) in RAYNET CRM and returns its ID.
Action
Add Contact - LeadCreates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
Action
Add DMS - DocumentCreates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
Action
Add DMS - FolderCreates a new folder in RAYNET Documents, optionally inside a parent folder.
Action
Add InvoiceCreates a new invoice in RAYNET CRM for an account, with optional line items and payments.
Action
Add Item to Business - DealAdds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
Action
Add Item to Business - QuoteAdds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
Action
Add Item to Business - Sales OrderAdds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
Action
Add Participant to Business - DealAdds an account or a contact as a participant on a deal.
Action
Add Participant to Business - ProjectAdds an account or contact as a participant on a RAYNET project.
Action
Add Tag to Contact - AccountAdds one or more tags to an account in RAYNET CRM.
Action
Add Tag to Contact - ContactAdds one or more tags to a contact in RAYNET CRM.
Action
Delete Activity - CallDeletes a call activity from RAYNET CRM.
Action
Delete Activity - EmailDeletes an email activity from RAYNET CRM.
Action
Delete Activity - LetterDeletes a letter activity from RAYNET CRM.
Action
Delete Activity - Mass EmailDeletes a mass email activity from RAYNET CRM.
Action
Delete Activity - MeetingDeletes a meeting activity from RAYNET CRM.
Action
Delete Activity - TaskDeletes a task activity from RAYNET CRM.
Action
Delete Address From Contact - AccountDeletes an address from an account. The account's primary address cannot be deleted.
Action
Delete Business - DealDeletes a deal from RAYNET CRM.
Action
Delete Business - Price ListDeletes a price list from RAYNET CRM.
Action
Delete Business - ProductDeletes a product from the RAYNET CRM product catalog.
Action
Delete Business - ProjectDeletes a project from RAYNET CRM.
Action
Delete Business - QuoteDeletes a quote (offer) from RAYNET CRM.
Action
Delete Business - Sales OrderDeletes a sales order in RAYNET CRM.
Action
Delete Contact - AccountDeletes an account (company) from RAYNET CRM.
Action
Delete Contact - ContactDeletes a contact (person) from RAYNET CRM.
Action
Delete Contact - LeadDeletes a lead from RAYNET CRM.
Action
Delete DMS - DocumentDeletes a document from the RAYNET CRM document management system.
Action
Delete InvoiceDeletes an invoice from RAYNET CRM.
Action
Delete Item of Business - DealDeletes a product line item from a deal.
Action
Delete Item of Business - QuoteDeletes an item (product line) from a quote in RAYNET CRM.
Action
Delete Item of Business - Sales OrderDeletes an item (product line) from a sales order in RAYNET CRM.
Action
Delete Participant From Business - DealRemoves a participant from a deal in RAYNET CRM.
Action
Delete Participant From Business - ProjectRemoves a participant from a project in RAYNET CRM.
Action
Delete Tag From Contact - AccountRemoves one or more tags from an account in RAYNET CRM.
Action
Delete Tag From Contact - ContactRemoves one or more tags from a contact in RAYNET CRM.
Action
Detail of Activity - CallReturns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
Action
Detail of Activity - EmailReturns the details of an email activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - EventReturns the full details of an event activity, including its participants and custom fields.
Action
Detail of Activity - LetterReturns the details of a letter activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Mass EmailReturns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
Action
Detail of Activity - MeetingReturns the details of a meeting activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - TaskReturns the full details of a task activity in RAYNET CRM, including its custom fields.
Action
Detail of Business - DealReturns the full details of a deal, including its items and custom fields.
Action
Detail of Business - Price ListReturns the details of a price list, including its items and product prices.
Action
Detail of Business - ProductReturns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
Action
Detail of Business - ProjectReturns the full details of a RAYNET project, including its custom fields.
Action
Detail of Business - QuoteReturns the full details of a quote (offer), including its items and custom fields.
Action
Detail of Business - Sales OrderReturns the full details of a sales order, including its items, addresses, tags and custom fields.
Action
Detail of Contacts - AccountReturns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
Action
Detail of Contacts - ContactReturns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
Action
Detail of Contacts - LeadReturns the full details of a lead, including its custom fields.
Action
Detail of DMS - DocumentReturns the details of a DMS document, including its folder, category, status, validity dates and attachments.
Action
Detail of InvoiceReturns the full details of an invoice, including its items, payments and custom fields.
Action
Invalidate Business - DealMarks a deal in RAYNET CRM as invalid.
Action
Invalidate Business - ProductMarks a product in RAYNET CRM as invalid so it no longer appears as an active product.
Action
Invalidate Business - ProjectMarks a project as invalid in RAYNET CRM.
Action
Invalidate Business - QuoteMarks a quote (offer) in RAYNET CRM as invalid.
Action
Invalidate Business - Sales OrderMarks an existing sales order as invalid in RAYNET CRM.
Action
Invalidate Contact - AccountMarks a RAYNET CRM account as invalid.
Action
Invalidate Contact - ContactMarks a contact as invalid in RAYNET CRM.
Action
Invalidate DMS - DocumentMarks a document in the RAYNET CRM document store as invalid.
Action
List of Activities - EventsReturns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
Action
List of Activities - LettersReturns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
Action
List of Activities - Mass EmailReturns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
Action
List of Activities - MeetingsReturns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
Action
List of Activities - TasksReturns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
Action
List of Business - DealsReturns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
Action
List of Business - Price ListsReturns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
Action
List of Contacts - AccountsReturns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
Action
List of Contacts - ContactsReturns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
Action
List of DMS - Folders and FilesReturns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
Action
List of Participants of Business - DealReturns the participants (accounts and contacts) attached to a deal, with their participation category and note.
Action
List of Participants of Business - ProjectReturns the participants (accounts and contacts) of a project, with their category and note.
Action
Lock Activity - CallLocks a call activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EmailLocks an email activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EventLocks a RAYNET CRM event so it can no longer be edited.
Action
Lock Activity - LetterLocks a letter activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - MeetingLocks a meeting in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - TaskLocks a task in RAYNET CRM so it can no longer be edited.
Action
Lock Business - DealLocks a deal in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Price ListLocks a price list in RAYNET CRM so it can no longer be edited.
Action
Lock Business - ProjectLocks a RAYNET CRM project so its record can no longer be edited.
Action
Lock Business - QuoteLocks a quote in RAYNET CRM so it can no longer be edited.
Action
Lock Contact - AccountLocks an account in RAYNET CRM so its record cannot be edited.
Action
Lock Contact - ContactLocks a contact record in RAYNET CRM so it cannot be edited.
Action
Lock Contact - LeadLocks a lead in RAYNET CRM so it cannot be edited.
Action
Lock Contact - Sales OrderLocks a sales order in RAYNET CRM so it can no longer be edited.
Action
Lock DMS - DocumentLocks a DMS document in RAYNET CRM so it cannot be edited.
Action
Lock InvoiceLocks an invoice in RAYNET CRM so it can no longer be edited.
Action
Modifying Activity - CallUpdates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
Action
Modifying Activity - EmailUpdates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
Action
Modifying Activity - EventUpdates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - LetterUpdates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Mass EmailUpdates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
Action
Modifying Activity - MeetingUpdates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - TaskUpdates an existing task in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - DealUpdates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Business - Price ListUpdates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
Action
Modifying Business - ProductModifies an existing product's code, name, pricing, category, tags and custom fields.
Action
Modifying Business - ProjectUpdates an existing project in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - QuoteUpdates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
Action
Modifying Business - Sales OrderUpdates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - AccountUpdates an existing account in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - ContactUpdates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - LeadUpdates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying DMS - DocumentUpdates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
Action
Modifying InvoiceUpdates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
Action
Modify Item of Business - DealUpdates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
Action
Modify Item of Business - QuoteUpdates an item (product line) on an existing quote (offer) in RAYNET CRM.
Action
Modify Item of Business - Sales OrderModifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
Action
Renew Validity of Business - DealRenews the validity of an invalidated deal in RAYNET CRM, making it valid again.
Action
Renew Validity of Business - ProductRenews the validity of a product that was previously marked invalid, making it usable again.
Action
Renew Validity of Business - ProjectRenews the validity of a previously invalidated project in RAYNET CRM.
Action
Renew Validity of Business - QuoteRenews the validity of a previously invalidated quote (offer) in RAYNET CRM.
Action
Renew Validity of Business - Sales OrderRenews the validity of a previously invalidated sales order in RAYNET CRM.
Action
Renew Validity of Contact - AccountRenews the validity of an invalidated account in RAYNET CRM.
Action
Renew Validity of Contact - ContactRenews the validity of a previously invalidated contact in RAYNET CRM.
Action
Renew Validity of DMS - DocumentRenews the validity of a previously invalidated document in the RAYNET CRM document management system.
Action
Unlock Activity - CallUnlocks a locked call activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EmailUnlocks an email activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EventUnlocks a locked event activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - LetterUnlocks a locked letter activity so it can be edited again.
Action
Unlock Activity - MeetingUnlocks a RAYNET meeting activity so it can be edited again.
Action
Unlock Activity - TaskUnlocks a locked task in RAYNET CRM so it can be edited again.
Action
Unlock Business - DealUnlocks a locked deal so it can be edited again.
Action
Unlock Business - Price ListUnlocks a price list in RAYNET CRM so it can be edited again.
Action
Unlock Business - ProjectUnlocks a locked project in RAYNET CRM so it can be edited again.
Action
Unlock Business - QuoteUnlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
Action
Unlock Contact - AccountUnlocks an account record in RAYNET CRM so it can be edited again.
Action
Unlock Contact - ContactUnlocks a locked contact in RAYNET CRM so it can be edited again.
Action
Unlock Contact - LeadUnlocks a locked lead in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Sales OrderUnlocks a sales order in RAYNET CRM so it can be edited again.
Action
Unlock DMS - DocumentUnlocks a DMS document in RAYNET CRM so it can be edited again.
Action
Unlock InvoiceUnlocks an invoice in RAYNET CRM so it can be edited again.
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
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Questions
Avaza and RAYNET CRM, answered
What can start an automation from Avaza?
Any of Avaza's 25 triggers in the catalog, including Company Updated, Contact Updated, Estimate Updated and Expense Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RAYNET CRM when something happens in Avaza?
Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RAYNET CRM to Avaza?
RAYNET CRM has no triggers in the catalog today, so automations start in Avaza. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it.
Do I have to build a connector for Avaza or RAYNET 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 Avaza and RAYNET 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.