Integration
Connect Chatling and PreciseFP
When New Contact/Lead fires in Chatling, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Create Contact in Chatling. 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 Chatling and PreciseFP 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 Chatling and PreciseFP can do together
From Chatling to PreciseFP
When New Contact/Lead in Chatling
then Create Account in PreciseFP
When New Conversation in Chatling
then Create Form Engagement in PreciseFP
From PreciseFP to Chatling
When New Client/Prospect in PreciseFP
then Create Contact in Chatling
When New Client/Prospect Staged in Pipeline in PreciseFP
then Get Contact in Chatling
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 Chatling and PreciseFP
Triggers and actions 9 triggers · 23 actions
Trigger
New Contact/LeadTriggers when a Chatling chatbot saves a new contact or lead.
Trigger
New ConversationTriggers when a customer starts a new conversation with a Chatling chatbot.
Action
Add Knowledge Base FAQAdds a question and answer (FAQ) to a Chatling chatbot's knowledge base.
Action
Add Knowledge Base LinksAdds a webpage link to a Chatling chatbot's knowledge base so the AI can answer from it.
Action
Add Knowledge Base TextAdds a block of text to a Chatling chatbot's knowledge base so the AI can answer from it.
Action
Create ContactCreates a contact (lead) in a Chatling chatbot. At least one contact detail is required.
Action
Delete ContactDeletes a contact from a Chatling chatbot.
Action
Delete ConversationDeletes a conversation from a Chatling chatbot.
Action
Delete Knowledge Base Data SourceDeletes a data source (link, text or FAQ) from a Chatling chatbot's knowledge base.
Action
Get ChatbotReturns one Chatling chatbot by its ID, with its name, version and visibility.
Action
Get ContactReturns one contact saved by a Chatling chatbot, with name, email, phone and company.
Action
Get ConversationReturns one Chatling conversation with its contact and messages.
Action
List ChatbotsReturns the chatbots in your Chatling project, with each chatbot's ID, name and visibility.
Action
List ContactsReturns the contacts and leads saved by a Chatling chatbot.
Trigger
New Client/ProspectTriggers when a new client or prospect account is created in PreciseFP.
Trigger
New Client/Prospect Staged in PipelineTriggers when a PreciseFP client or prospect account is moved to a pipeline stage.
Trigger
New Form Engagement CompletedTriggers when a client or prospect completes a PreciseFP form engagement.
Trigger
New Form Engagement CreatedTriggers when a client or prospect is sent a new PreciseFP form engagement.
Trigger
New Form Engagement OpenedTriggers when a client or prospect opens a PreciseFP form engagement.
Trigger
New PDF Engagement CompletedTriggers when a PreciseFP PDF engagement is completed (closed).
Trigger
New PDF Engagement CreatedTriggers when a new PreciseFP PDF engagement is created.
Action
Close Form EngagementCloses a PreciseFP form engagement so the client can no longer edit it.
Action
Create AccountCreates a new PreciseFP client or prospect account with its main client contact.
Action
Create Form EngagementSends a PreciseFP form template to an account's client or co-client as a new form engagement.
Action
Create PersonAdds a person (such as a child or dependent) to a PreciseFP account's household.
Action
Delete AccountDeletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
Action
Find AccountSearches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
Action
Find Account by IdReturns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
Action
Get Form Engagement DataReturns the answers a client entered in a PreciseFP form engagement, one entry per field.
Action
List Form TemplatesReturns the form templates available to the connected PreciseFP user.
Action
Move the Account to a Pipeline StageMoves a PreciseFP client or prospect account to the chosen pipeline stage.
Action
Update AccountUpdates a PreciseFP client or prospect account's type and main client details.
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 Chatling
Chatling to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Chatling to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Chatling to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Chatling to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Chatling to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Chatling to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PreciseFP
HubSpot to PreciseFPHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PreciseFPGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PreciseFPGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PreciseFPGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PreciseFPGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PreciseFPMailchimp marketing automation and email platform.
Questions
Chatling and PreciseFP, answered
What can start an automation from Chatling?
Any of Chatling's 2 triggers in the catalog, including New Contact/Lead and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in Chatling?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to Chatling?
Yes. When something happens in PreciseFP, your agent can act in Chatling too. This page covers both directions: PreciseFP's triggers and Chatling's actions are listed here as well.
Do I have to build a connector for Chatling or PreciseFP?
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 Chatling and PreciseFP 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.