Integration
Connect Better Proposals and ClientSuccess
When Proposal Opened fires in Better Proposals, your agent runs Create Contact in ClientSuccess, or New Client in ClientSuccess to Create a Proposal in Better Proposals. 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 Better Proposals and ClientSuccess 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 Better Proposals and ClientSuccess can do together
From Better Proposals to ClientSuccess
When Proposal Opened in Better Proposals
then Create Contact in ClientSuccess
From ClientSuccess to Better Proposals
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 Better Proposals and ClientSuccess
Triggers and actions 8 triggers ยท 11 actions
- Proposal Opened
Triggers when a proposal is opened.
- Proposal Paid
Triggers when a proposal is paid.
- Proposal Signed
Triggers when a proposal is signed.
- Create a Proposal
Creates a new proposal.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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 Better Proposals
Better Proposals to DocuSealDocuSeal is an open-source platform for electronic document signing and management, offering secure, legally...
Better Proposals to HTML/CSS to ImageHTML/CSS to Image is a tool for converting code into an image (jpg, png or webp).
Better Proposals to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Better Proposals to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Better Proposals to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Better Proposals to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into ClientSuccess
ActiveCampaign to ClientSuccessActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClientSuccessOrganize anything with Airtable, a modern database created for everyone.
Asana to ClientSuccessAsana is a collaborative information manager for workspace.
ClickUp to ClientSuccessClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to ClientSuccessBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClientSuccessCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Better Proposals and ClientSuccess, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in Better Proposals?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to Better Proposals?
Yes. When something happens in ClientSuccess, your agent can act in Better Proposals too. This page covers both directions: ClientSuccess's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or ClientSuccess?
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 Better Proposals and ClientSuccess 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.