Integration
Connect ClickMeeting and Perfex CRM
When New Attendee fires in ClickMeeting, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add or Update Contact in ClickMeeting. 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 ClickMeeting 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 ClickMeeting and Perfex CRM can do together
From ClickMeeting to Perfex CRM
When New Attendee in ClickMeeting
then Create Customer in Perfex CRM
From Perfex CRM to ClickMeeting
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 ClickMeeting and Perfex CRM
Triggers and actions 14 triggers · 22 actions
- New Attendee
Triggers when a new attendee appears in a ClickMeeting event session.
- New Recording
Triggers when a new event recording is available in your ClickMeeting account.
- New Registrant
Triggers when a person registers for the chosen ClickMeeting event.
- New Upcoming Event
Triggers when a new active meeting or webinar room appears in your ClickMeeting account.
- Add New Registrant
Registers a person for a ClickMeeting event and returns their personal entry URL.
- Add or Update Contact
Adds a contact to your ClickMeeting account, or updates it if the email address already exists.
- Create Auto-Login Hash
Creates an auto-login hash that lets a person enter a ClickMeeting room directly; append it to the room URL as ?l=hash.
- Create New Event
Creates a new ClickMeeting meeting or webinar room and returns its ID and room URL.
- Delete Event
Permanently deletes a ClickMeeting meeting or webinar room.
- Delete recording
Deletes a single recording from a ClickMeeting event room.
- Generate Access Tokens
Generates single-use access tokens for a token-protected ClickMeeting room.
- Get Event
Returns one ClickMeeting meeting or webinar room by its ID.
- Get session
Returns the details of one session of an event room, including its attendees, visitor counts and PDF report links.
- List events
Returns the meeting and webinar rooms in your ClickMeeting account, either the active or the inactive ones.
- List files
Returns every file in your ClickMeeting file library, with each file's name, type, conversion status and download link.
- List recordings
Returns the recordings of a ClickMeeting event room, with each recording's duration, size, start time and download URL.
- List registrations
Returns the people registered for an event room, either all registrations or only active ones.
- List session attendees
Returns every attendee of a session in a ClickMeeting event room, with their email, nickname, role, device, rating and poll answers.
- List sessions
Returns every session held in a ClickMeeting event room, with start and end times and visitor counts.
- Update Event
Updates the settings of an existing ClickMeeting meeting or webinar room.
- 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.
- Create Task
Creates a task 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
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Questions
ClickMeeting and Perfex CRM, answered
What can start an automation from ClickMeeting?
Any of ClickMeeting's 4 triggers in the catalog, including New Attendee, New Recording, New Registrant and New Upcoming Event. 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 ClickMeeting?
Any of Perfex CRM's 6 actions, including Create Customer, Create Lead, Create Task and Update invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to ClickMeeting?
Yes. When something happens in Perfex CRM, your agent can act in ClickMeeting too. This page covers both directions: Perfex CRM's triggers and ClickMeeting's actions are listed here as well.
Do I have to build a connector for ClickMeeting 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 ClickMeeting 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.