Integration
Connect Checkvist and Transax
When New List fires in Checkvist, your agent runs Create Contact in Transax, or New Contact in Transax to Create Task Note in Checkvist. 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 Checkvist and Transax 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 Checkvist and Transax can do together
From Checkvist to Transax
When New List in Checkvist
then Create Contact in Transax
When New List Item in Checkvist
then Create Lead in Transax
From Transax to Checkvist
When New Contact in Transax
then Create Task Note in Checkvist
When New Financial Application in Transax
then Close Task in Checkvist
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 Checkvist and Transax
Triggers and actions 6 triggers · 22 actions
Trigger
New ListTriggered when a new checklist is created in Checkvist.
Trigger
New List ItemTriggered when a new item is added to the chosen Checkvist checklist.
Action
Close TaskMarks a task in a Checkvist checklist as closed (done) and returns the updated task.
Action
Create List ItemAdds a new item (task) to a Checkvist checklist and returns the created item.
Action
Create New ListCreates a new Checkvist checklist and returns it.
Action
Create Several List ItemsAdds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
Action
Create Task NoteAdds a note (comment) to a task in a Checkvist checklist and returns the new note.
Action
Delete ChecklistDeletes a Checkvist checklist and returns the deleted list.
Action
Delete List ItemDeletes an item (task) from a Checkvist checklist and returns the deleted item.
Action
Get ChecklistReturns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
Action
Get List ItemReturns a single item (task) from a Checkvist checklist, optionally with its notes.
Action
List ChecklistsReturns the Checkvist checklists the connected account can see.
Action
List List ItemsReturns the items (tasks) in a Checkvist checklist.
Action
List Task NotesReturns the notes (comments) on a task in a Checkvist checklist.
Action
Reopen TaskReopens a closed task in a Checkvist checklist and returns the updated task.
Action
Update ChecklistUpdates a Checkvist checklist's name or sharing setting and returns the updated list.
Action
Update List ItemUpdates an item (task) in a Checkvist checklist and returns the updated item.
Trigger
New ContactTriggers when a contact is created in Transax.
Trigger
New Financial ApplicationTriggers when a new financial application is created in Transax.
Trigger
New LeadTriggers when a new lead is created in Transax.
Trigger
Updated ContactTriggers when a contact is updated in Transax.
Action
Change Financial Application StatusChanges the status of a financial application.
Action
Create ContactCreates a contact in Transax.
Action
Create LeadCreates a lead in Transax by submitting a contact form message.
Action
Get Financial Application InformationReturns the details of one financial application.
Action
Get Financial ApplicationsReturns the IDs of financial applications matching an optional status and creation date range.
Action
List Financing ApplicationsReturns the financing applications (ID and applicant name) for the account.
Action
List LocationsReturns all locations of the dealership.
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 Checkvist
Checkvist to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Checkvist to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Checkvist to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Checkvist to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Checkvist to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Checkvist to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Transax
HubSpot to TransaxHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TransaxSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TransaxSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TransaxGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TransaxGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TransaxGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Checkvist and Transax, answered
What can start an automation from Checkvist?
Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Transax when something happens in Checkvist?
Any of Transax's 7 actions, including Create Contact, Create Lead, Change Financial Application Status and Get Financial Application Information. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Transax to Checkvist?
Yes. When something happens in Transax, your agent can act in Checkvist too. This page covers both directions: Transax's triggers and Checkvist's actions are listed here as well.
Do I have to build a connector for Checkvist or Transax?
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 Checkvist and Transax 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.