Integration
Connect Cisco WebEx and Perfex CRM
When New meeting fires in Cisco WebEx, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add message in Cisco WebEx. 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 Cisco WebEx 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 Cisco WebEx and Perfex CRM can do together
From Cisco WebEx to Perfex CRM
When New meeting in Cisco WebEx
then Create Customer in Perfex CRM
From Perfex CRM to Cisco WebEx
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 Cisco WebEx and Perfex CRM
Triggers and actions 12 triggers · 15 actions
- New meeting
Fires when a meeting is created. Webhook resource=meetings event=created
- New message
Fires when a message is created in a space.
- Add meeting
Schedules a new Webex meeting (or webinar / personal room meeting) and returns the created meeting.
- Add message
Posts a plain-text or Markdown message, optionally with one file or one card, to a Webex space or directly to a person.
- Add room
Creates a Webex space (room). The connected user is automatically added as a member.
- Delete meeting
Deletes a scheduled meeting or an entire meeting series. A deleted meeting cannot be recovered.
- Find people by criteria
Returns up to 100 people in the Webex organization that match the specified email, name, IDs, roles or location.
- Get meeting
Retrieves the details of a Webex meeting series, scheduled meeting or meeting instance by its id.
- Get membership
Returns one space membership: who the member is, which space, and whether they moderate it.
- List messages
Lists the messages in a Webex space, newest first. Optionally narrow to replies in one thread, messages mentioning you, or messages sent before a date or message.
- List rooms
List the Webex spaces (rooms) the connected user belongs to, optionally filtered by team or type.
- Update meeting
Updates a meeting series or a single scheduled meeting in Webex. Only the fields you fill in are 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
Reviews
What our customers say
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Questions
Cisco WebEx and Perfex CRM, answered
What can start an automation from Cisco WebEx?
Any of Cisco WebEx's 2 triggers in the catalog, including New meeting and New message. 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 Cisco WebEx?
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 Cisco WebEx?
Yes. When something happens in Perfex CRM, your agent can act in Cisco WebEx too. This page covers both directions: Perfex CRM's triggers and Cisco WebEx's actions are listed here as well.
Do I have to build a connector for Cisco WebEx 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 Cisco WebEx 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.