Integration
Connect BlueSuite and Perfex CRM
When New Invoice fires in BlueSuite, your agent runs Update invoice in Perfex CRM, or New Contract in Perfex CRM to Add contact in BlueSuite. 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 BlueSuite and Perfex CRM 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 BlueSuite and Perfex CRM can do together
From BlueSuite to Perfex CRM
When New Invoice in BlueSuite
then Update invoice in Perfex CRM
From Perfex CRM to BlueSuite
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 BlueSuite and Perfex CRM
Triggers and actions 17 triggers · 23 actions
- Invoice Paid
Triggers when a BlueSuite invoice is moved to Paid.
- Invoice Sent
Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.
- New Invoice
Triggers when a new invoice is created in your BlueSuite workspace.
- New Job
Triggers when a new job is created in BlueSuite.
- New or Updated Request
Triggers when a request is created or updated in BlueSuite, depending on the event you choose.
- New Quote
Triggers when a new quote is created in BlueSuite.
- Quote Accepted
Triggers when a quote is accepted in BlueSuite.
- Add contact
Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.
- Add event
Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.
- Add invoice
Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.
- Add job
Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.
- Add payment
Records a payment or deposit against an invoice or quote in BlueSuite.
- Add quote
Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.
- Get contact
Returns a single BlueSuite contact by its ID, including its details and custom field values.
- Get event
Returns a single BlueSuite event, appointment, task or visit by its ID.
- Get invoice
Returns a single BlueSuite invoice by its ID, including line items, payment and balance information.
- Get job
Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.
- Get quote
Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.
- List contacts
Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.
- List invoices
Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.
- List jobs
Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.
- List quotes
Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.
- Send test event
Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.
- Update contact
Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.
- Update job
Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
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Questions
BlueSuite and Perfex CRM, answered
What can start an automation from BlueSuite?
Any of BlueSuite's 7 triggers in the catalog, including New Invoice, New Job, New or Updated Request and New Quote. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in BlueSuite?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to BlueSuite?
Yes. When something happens in Perfex CRM, your agent can act in BlueSuite too. This page covers both directions: Perfex CRM's triggers and BlueSuite's actions are listed here as well.
Do I have to build a connector for BlueSuite or Perfex CRM?
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 BlueSuite and Perfex CRM 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.