Integration
Connect Better Proposals and Overloop.ai
When Proposal Opened fires in Better Proposals, your agent runs Add list in Overloop.ai, or List Created in Overloop.ai 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 Overloop.ai 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 Overloop.ai can do together
From Better Proposals to Overloop.ai
When Proposal Opened in Better Proposals
then Add list in Overloop.ai
From Overloop.ai 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 Overloop.ai
Triggers and actions 5 triggers · 18 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.
- List Created
Triggers when a new list is created in Overloop.ai.
- New Exclusion List Item
Triggers when a new email address or domain is added to your Overloop exclusion list.
- Add list
Creates a new prospect or organization list in Overloop.
- Add Prospect to Campaign
Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.
- Create Organization
Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.
- Create Prospect
Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.
- Delete list
Permanently deletes a list in Overloop. Prospects that were in the list are kept.
- Delete organization
Permanently deletes an organization in Overloop.ai. This cannot be undone.
- Delete prospect
Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.
- Enroll Prospect
Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.
- Exclude Prospect
Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.
- Get organization
Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.
- Get prospect
Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.
- List automations
Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.
- List users
Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.
- Search List
Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.
- Search Organization
Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.
- Search Prospect
Returns the prospects that match the email, name, job title, location or engagement status you specify.
- Update list
Renames an existing Overloop list and returns the updated list.
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 Overloop.ai, 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 Overloop.ai when something happens in Better Proposals?
Any of Overloop.ai's 17 actions, including Create Organization, Create Prospect, Update list and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Overloop.ai to Better Proposals?
Yes. When something happens in Overloop.ai, your agent can act in Better Proposals too. This page covers both directions: Overloop.ai's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or Overloop.ai?
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 Overloop.ai 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.