Integration
Connect Better Proposals and Lead Forensics
When Proposal Opened fires in Better Proposals, your agent runs Find businesses by assigned user in Lead Forensics, or New Visit in Lead Forensics 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 Lead Forensics 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 Lead Forensics can do together
From Better Proposals to Lead Forensics
When Proposal Opened in Better Proposals
then Find businesses by assigned user in Lead Forensics
From Lead Forensics 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 Lead Forensics
Triggers and actions 5 triggers · 10 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 Visit
Triggers when a new visit to your website by an identified business is recorded in Lead Forensics.
- New Visit Filtered
Triggers when a new website visit matches one of your Lead Forensics trigger reports.
- Find businesses by assigned user
Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
- Find businesses by category
Returns the businesses in a chosen Lead Forensics category that visited your website within a date range.
- Find pages by visit
Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view.
- Find visits by business
Returns the website visits made by a given business, optionally limited to a date range.
- Find visits by conversion
Returns the website visits that reached the chosen conversion, optionally limited to a date range.
- Get business
Returns a business identified by Lead Forensics, including its address, phone, website, industry and size.
- Get visit
Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
- List businesses
Returns every business that visited your website within the date range you choose.
- List visits
Returns the visits businesses made to your website, optionally limited to a date range.
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 Lead Forensics
Gmail to Lead ForensicsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Lead ForensicsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Lead ForensicsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to Lead ForensicsActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Better Proposals and Lead Forensics, 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 Lead Forensics when something happens in Better Proposals?
Any of Lead Forensics's 9 actions, including Find businesses by assigned user, Find businesses by category, Find pages by visit and Find visits by business. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lead Forensics to Better Proposals?
Yes. When something happens in Lead Forensics, your agent can act in Better Proposals too. This page covers both directions: Lead Forensics's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or Lead Forensics?
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 Lead Forensics 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.