Integration
Connect Better Proposals and Datalyse
When Proposal Opened fires in Better Proposals, your agent runs Add Note to an Existing Lead in Datalyse, or Lead Updated in Datalyse 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 Datalyse 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 Better Proposals and Datalyse can do together
From Better Proposals to Datalyse
When Proposal Opened in Better Proposals
then Add Note to an Existing Lead in Datalyse
From Datalyse 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 Datalyse
Triggers and actions 5 triggers ยท 7 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.
- Lead Updated
Fires when a lead (contact) in Datalyse is created or updated, newest updates first.
- New Lead
Trigger when a new lead is created
- Add Note to an Existing Lead
Add note to lead.
- Create New Lead
Create a new lead
- Delete Lead
Delete a lead_id
- Edit Lead
Edit lead details
- Get Lead
Returns one lead by id.
- Get Lead Activity
Returns the paginated activity/history feed (notes, deliveries, changes) of one lead.
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
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Questions
Better Proposals and Datalyse, 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 Datalyse when something happens in Better Proposals?
Any of Datalyse's 6 actions, including Create New Lead, Add Note to an Existing Lead, Edit Lead and Get Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Datalyse to Better Proposals?
Yes. When something happens in Datalyse, your agent can act in Better Proposals too. This page covers both directions: Datalyse's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or Datalyse?
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 Datalyse 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.