Integration
Connect Business Pilot and Certifier
When New Contact fires in Business Pilot, your agent runs Find Credentials in Certifier, or Credential Created in Certifier to Create Contact Note in Business Pilot. 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 Business Pilot and Certifier 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 Business Pilot and Certifier can do together
From Business Pilot to Certifier
When New Contact in Business Pilot
then Find Credentials in Certifier
When New Contract in Business Pilot
then List Designs in Certifier
From Certifier to Business Pilot
When Credential Created in Certifier
then Create Contact Note in Business Pilot
When Credential Downloaded in Certifier
then Create Lead in Business Pilot
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 Business Pilot and Certifier
Triggers and actions 26 triggers · 38 actions
Trigger
New ContactList contacts.
Trigger
New ContractList contracts.
Trigger
New EnquiryList enquiries.
Trigger
New InvoiceList invoices.
Trigger
New LeadList leads.
Trigger
New Purchase OrderList purchase orders.
Trigger
New Purchase Order InvoiceList purchase order invoices.
Trigger
New Purchase Order Invoice QueryList purchase order invoice queries.
Trigger
New Service CallList service calls.
Trigger
New SupplierList suppliers.
Trigger
Updated ContactList contacts.
Trigger
Updated ContractList contracts.
Trigger
Updated EnquiryList enquiries.
Trigger
Updated InvoiceList invoices.
Trigger
Updated LeadList leads.
Trigger
Updated Purchase OrderList purchase orders.
Trigger
Updated Purchase Order InvoiceList purchase order invoices.
Trigger
Updated Purchase Order Invoice QueryList purchase order invoice queries.
Trigger
Updated Service CallList service calls.
Trigger
Updated SupplierList suppliers.
Action
Create Contact NoteAdd a note to a contact.
Action
Create Contract NoteAdd a note to a contract.
Action
Create LeadCreate a lead.
Action
Create Lead NoteAdd a note to a lead.
Action
Create Purchase Order LineAdd a line to a purchase order.
Action
Find a ContactRetrieve a single contact.
Action
Find a Contact TypeRetrieve a single contact type.
Action
Find a ContractRetrieve a single contract.
Action
Find a LeadRetrieve a single lead.
Action
Find a Lead TypeRetrieve a single lead/contract type.
Action
Find All ContactsList contacts.
Action
Find All Contact TypesList contact types.
Action
Find All ContractsList contracts.
Action
Find All Document TypesList document types.
Action
Find All EnquiriesList enquiries.
Action
Find All InvoicesList invoices.
Action
Find All LeadsList leads.
Action
Find All Lead SourcesList lead sources.
Action
Find All Lead TypesList lead/contract types.
Action
Find All Product InterestsList product interests.
Action
Find All Product TypesList product types.
Action
Find All Project TypesList project types.
Action
Find All Purchase Order Invoice QueriesList purchase order invoice queries.
Action
Find All Purchase Order InvoicesList purchase order invoices.
Action
Find All Purchase OrdersList purchase orders.
Action
Find All Sales AreasList sales areas.
Action
Find All Service CallsList service calls.
Action
Find an EnquiryRetrieve a single enquiry.
Action
Find an InvoiceRetrieve a single invoice.
Action
Find a Purchase OrderRetrieve a single purchase order.
Action
Find a Purchase Order InvoiceRetrieve a single purchase order invoice.
Action
Find a Purchase Order Invoice QueryRetrieve a single purchase order invoice query.
Action
Find a Service CallRetrieve a single service call.
Action
Find RolesList user roles.
Action
Find SuppliersList suppliers.
Action
Update Purchase OrderModify purchase order delivery information.
Trigger
Credential CreatedTriggers when a new credential is created
Trigger
Credential DownloadedTriggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.
Trigger
Credential ExpiredTriggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.
Trigger
Credential IssuedTriggers when a credential is issued
Trigger
Credential SharedTriggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event.
Trigger
Credential ViewedTriggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.
Action
Find CredentialsReturns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials.
Action
List DesignsReturns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.
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 Business Pilot
Business Pilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Business Pilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Business Pilot to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Business Pilot to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Business Pilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Business Pilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Certifier
Google Drive to CertifierGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to CertifierActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CertifierOrganize anything with Airtable, a modern database created for everyone.
Asana to CertifierAsana is a collaborative information manager for workspace.
Brevo to CertifierBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CertifierCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Business Pilot and Certifier, answered
What can start an automation from Business Pilot?
Any of Business Pilot's 20 triggers in the catalog, including New Contact, New Contract, New Enquiry and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Certifier when something happens in Business Pilot?
Any of Certifier's 2 actions, including Find Credentials and List Designs. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Certifier to Business Pilot?
Yes. When something happens in Certifier, your agent can act in Business Pilot too. This page covers both directions: Certifier's triggers and Business Pilot's actions are listed here as well.
Do I have to build a connector for Business Pilot or Certifier?
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 Business Pilot and Certifier 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.