---
title: "Connect BatchLeads and Exayard - APIANT.ai"
description: "When \"Phone Call Not Answered\" fires in BatchLeads, your agent runs \"Create Project\" in Exayard."
canonical: "https://apiant.ai/connect/batchleads-to-exayard"
---

# Connect BatchLeads and Exayard

When **Phone Call Not Answered** fires in [BatchLeads](https://apiant.ai/connections/batchleads), your agent runs **Create Project** in [Exayard](https://apiant.ai/connections/exayard), or **Assessment Completed** in Exayard to **List lead statuses** in BatchLeads. Describe the whole flow and it is built, tested on every scenario and kept running.

BatchLeads **1** trigger BatchLeads **5** actions Exayard **7** triggers Exayard **8** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want BatchLeads and Exayard to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One 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.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

Example flows

## What BatchLeads and Exayard can do together

### From BatchLeads to Exayard

- When **Phone Call Not Answered** in BatchLeads then **Create Project** in Exayard
- When **Phone Call Not Answered** in BatchLeads then **Send Test Webhook Event** in Exayard

### From Exayard to BatchLeads

- When **Assessment Completed** in Exayard then **List lead statuses** in BatchLeads
- When **New Project** in Exayard then **Add list** in BatchLeads

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 BatchLeads and Exayard

## Triggers and actions 8 triggers · 13 actions

- Trigger

**Phone Call Not Answered**

Triggers when a BatchDialer phone call is logged with an outcome other than answered, such as no answer or busy.

- Action

**Add list**

Creates a new list in BatchLeads with the given name.

- Action

**Add Phone Number to DNC**

Adds a phone number to your BatchLeads Do Not Contact (DNC) list so it is excluded from SMS outreach.

- Action

**Add Property**

Adds a single property to your BatchLeads account, with its owner mailing address, contact details and optional list assignment.

- Action

**List lead statuses**

Returns the lead statuses available for properties in the BatchLeads account.

- Action

**Remove Tag From a Property**

Removes a tag from a property in BatchLeads.

- Trigger

**Assessment Completed**

Webhook event assessment.completed.

- Trigger

**Bid Generated**

Triggers when a bid document is generated from an approved estimate.

- Trigger

**Bid Won**

Webhook event bid.won.

- Trigger

**Estimate Generated**

Triggers when an estimate document is generated.

- Trigger

**New Project**

Triggers when a new Exayard project is created.

- Trigger

**Project Updated**

Webhook event project.updated (name, status or privacy changed).

- Trigger

**Quote Received**

Webhook event quote.received.

- Action

**Add quote request**

Creates a vendor quote request on a project, in requested status.

- Action

**Add vendor**

Creates a vendor (supplier, subcontractor or rental company) in your Exayard company.

- Action

**Create Project**

Creates a new project in Exayard.

- Action

**Delete project**

Deletes (archives) a project in Exayard.

- Action

**Get project**

Returns a single Exayard project with its name, status, privacy and timestamps.

- Action

**List projects**

Returns the projects in an Exayard organization, optionally filtered by status or search text.

- Action

**List vendors**

Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text.

- Action

**Send Test Webhook Event**

Sends a signed sample event of the chosen type to a webhook endpoint.

## Each app on its own

- [ **BatchLeads** BatchLeads is a All-In-One platform for real estate professionals](https://apiant.ai/connections/batchleads)
- [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard)

Reviews

## What our customers say

## More from BatchLeads

- [ **BatchLeads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/batchleads-to-hubspot)
- [ **BatchLeads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/batchleads-to-salesforce)
- [ **BatchLeads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/batchleads-to-slack)
- [ **BatchLeads to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/batchleads-to-google-sheets)
- [ **BatchLeads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/batchleads-to-gmail)
- [ **BatchLeads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/batchleads-to-google-calendar)

## More into Exayard

- [ **ActiveCampaign to Exayard** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-exayard)
- [ **Airtable to Exayard** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-exayard)
- [ **Asana to Exayard** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-exayard)
- [ **ClickUp to Exayard** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-exayard)
- [ **Discord to Exayard** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-exayard)
- [ **Brevo to Exayard** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-exayard)

Questions

## BatchLeads and Exayard, answered

###

### What can start an automation from BatchLeads?

Any of BatchLeads's 1 trigger in the catalog, including Phone Call Not Answered. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Exayard when something happens in BatchLeads?

Any of Exayard's 8 actions, including Create Project, Send Test Webhook Event, Add quote request and Add vendor. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Exayard to BatchLeads?

Yes. When something happens in Exayard, your agent can act in BatchLeads too. This page covers both directions: Exayard's triggers and BatchLeads's actions are listed here as well.

###

### Do I have to build a connector for BatchLeads or Exayard?

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 BatchLeads and Exayard 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.
