Integration
Connect Close and inFlow Inventory
When New Contact in Contact Smart View fires in Close, your agent runs Create a Sales Order in inFlow Inventory, or New or Updated Customer in inFlow Inventory to Add Address to Lead in Close. 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 Close and inFlow Inventory 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 Close and inFlow Inventory can do together
From Close to inFlow Inventory
When New Contact in Contact Smart View in Close
then Create a Sales Order in inFlow Inventory
From inFlow Inventory to Close
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 Close and inFlow Inventory
Triggers and actions 13 triggers · 115 actions
- New Contact in Contact Smart View
Triggers when a new contact appears in the selected contact Smart View.
- New Lead in Smart View
Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.
- New Note
Triggers when a new note is added to a lead in Close.
- Add Address to Lead
Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.
- Add User
Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.
- Create Bulk Action
Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.
- Create Bulk Email
Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.
- Create Bulk Workflow Subscription Action
Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.
- Create Contact
Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.
- Create Custom Activity
Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.
- Create Export
Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.
- Create Lead
Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.
- Create Lead Smart View
Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.
- Create Note
Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.
- Create Opportunity
Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.
- Create SMS
Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.
- Create Task
Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.
- Create WhatsApp Message
Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.
- Delete Email
Deletes an email activity from Close.
- Delete Email Address From Contact
Removes one email address from a Close contact, keeping the contact's other email addresses.
- Delete Logged Call
Deletes a logged Call activity from Close.
- Export Activity Report to CSV
Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.
- Find Call
Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.
- Find Connected Account
Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.
- Find Custom Activity
Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.
- Find Custom Objects
Returns the custom object records attached to a lead, optionally limited to one custom object type.
- Find Group
Returns the Close groups whose name matches the name you supply, along with the first match.
- Find Lead
Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.
- Find Meetings
Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.
- Find Note
Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.
- Find Number of Leads in Smart View
Returns the number of leads that currently match a lead Smart View in Close.
- Find Opportunities
Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.
- Find Task
Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.
- Find WhatsApp Messages
Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.
- Find Workflow Subscription
Returns the workflow (sequence) subscriptions for a workflow, contact or lead.
- Merge Two Leads
Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.
- Resubscribe Email
Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.
- Run Activity Overview Report
Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.
- Run Opportunity Funnel Report
Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.
- Run Sent Email Report
Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.
- Run Status Change Report
Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.
- Select Random User
Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.
- Unsubscribe Email
Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.
- Update Call
Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.
- Update Contact
Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.
- Update Custom Activity
Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.
- Update Lead
Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.
- Update Lead Smart View
Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.
- Update Note
Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.
- Update Opportunity
Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.
- New or Updated Customer
Triggers when a customer is created or updated.
- New or Updated Manufacturing Order
Triggers when a manufacturing order is created or updated.
- New or Updated Purchase Order
Triggers when a purchase order is created or updated.
- New or Updated Purchase Quote
Triggers when a purchase quote is created or updated.
- New or Updated Sales Order
Triggers when a sales order is created or updated.
- New or Updated Sales Quote
Triggers when a sales quote is created or updated.
- New or Updated Stock Adjustment
Triggers when a stock adjustment is created or updated.
- New or Updated Stock Count
Triggers when a stock count is created or updated.
- New or Updated Stock Transfer
Triggers when a stock transfer is created or updated.
- New or Updated Vendor
Triggers when a vendor is created or updated.
- Approve Purchase Order
Approves an existing purchase order in inFlow, the same as clicking Approve in the inFlow app, and returns the updated purchase order.
- Convert Purchase Quote to Purchase Order
Converts a purchase quote into a purchase order, the same as the Convert to order action in inFlow.
- Convert Sales Quote to Sales Order
Converts an inFlow sales quote into a sales order, the same as the Convert to order action in inFlow.
- Create a Product
Creates a new product in inFlow Inventory.
- Create a Sales Order
Creates a new sales order (or sales quote) in inFlow for a customer, with optional product lines, addresses and custom fields.
- Create a Stock Adjustment
Creates a stock adjustment
- Create a Stock Count
Creates a stock count
- Create a Stock Count Sheet
Creates a new stock count sheet.
- Create a Stock Transfer
Creates a stock transfer
- Create a Vendor
Creates a vendor
- Create Customer
Creates a customer
- Create Manufacturing Order
Creates a new manufacturing order
- Create Purchase Order
Creates a purchase order
- Find a Adjustment Reason
Finds adjustment reasons in inFlow Inventory by name.
- Find a Category
Finds categories whose name contains the text you enter and returns the first match plus every match.
- Find a Count Sheet
Looks up an inFlow count sheet by its ID.
- Find a Custom Document
Finds inFlow records of the document type you choose (customers, vendors, products, sales orders, purchase orders and more) whose chosen field matches a value. Returns the first match plus every match on the first page.
- Find a Customer
Returns the inFlow customers that match the given criteria (name, email, phone, address and more).
- Find a Location
Returns up to 100 inFlow locations whose name contains the given text.
- Find a Manufacturing Order
Finds manufacturing orders in inFlow by order number, status, dates, location or assignee. Returns every match plus the first matching order.
- Find a Payment Term
Finds payment terms in inFlow whose name contains the given text.
- Find a Pricing Scheme
Returns the pricing schemes whose name contains the specified text.
- Find a Product
Returns up to 100 inFlow products matching the name, barcode, description, smart search text or other filters supplied.
- Find a Purchase Order
Finds purchase orders by order number or other filters and returns the matches.
- Find a Sales Order
Search for the details of a sales order by a Sales Order ID or Sales Order Number.
- Find a Stock Adjustment
Search for the details of a Stock Adjustment by a Stock Adjustment ID or Stock Adjustment Number.
- Find a Stock Count
Search for the details of a Stock Count by a Stock Count ID or Stock Count Number.
- Find a Stockroom Scan
Finds stockroom scans by scan number. inFlow has deprecated this endpoint; newer scans are recorded as stock adjustments.
- Find a Stock Transfer
Search for the details of a Stock Transfer by a Stock Transfer ID or Stock Transfer Number.
- Find a Taxing Scheme
Search for the details of a taxing scheme by Name.
- Find a Vendor
Finds inFlow vendors matching name, contact, email, phone, address or other filters, returning the first match and the full list.
- Find or Create a Customer Document
Finds a customer whose name exactly matches the given name; if none exists, creates one with the supplied details. Returns the customer record either way.
- Find or Create a Manufacturing Order Document
Searches for a manufacturing order document by document type.
- Find or Create a Product
Returns the product with exactly the given name, creating it first if no such product exists.
- Find or Create a Purchase Order Document
Searches for a purchase order document by document type.
- Find or Create a Sales Order Document
Looks up a sales order by its order number and returns it; if no order has that number, creates a new sales order with it.
- Find or Create a Stock Adjustment Document
Searches for a stock adjustment document by document type.
- Find or Create a Stock Count Document
Searches for a stock count document by document type.
- Find or Create a Stock Transfer Document
Searches for a stock transfer document by document type.
- Find or Create a Vendor
Searches for a vendor by ID or name and creates a new vendor if it doesn't exist.
- Find or Create a Vendor Document
Searches for a vendor document by document type.
- Find or Create Customer
Finds a customer by exact name; if none exists, creates one with the supplied details.
- Find or Create Customer by Email
Looks up an inFlow customer by exact email address and returns it; if none exists, creates a new customer with that email.
- Find or Create Vendor by Email
Searches for a vendor by Email and/or name and creates a new vendor if it doesn't exist.
- Fulfill Purchase Order
Marks every line of a purchase order as received and adds the corresponding stock, the same as the Fulfill button in inFlow.
- Fulfill Sales Order
Quick-fulfills a sales order in one step.
- Invoice Sales Order
Quick-invoices a sales order.
- List Customers
Returns all customers in the inFlow account, with pagination.
- List Locations
Lists the locations (warehouses, stores) in your inFlow account.
- List Manufacturing Orders
Lists manufacturing orders in inFlow, optionally filtered by number, status, dates, location or assignee. Returns up to 100 orders.
- List Products
Lists products in inFlow, optionally filtered by name, description, barcode, type, category, lot tracking, modification date or a smart search. Returns up to 100 products.
- List Purchase Orders
Returns all purchase orders, with pagination.
- List Sales Orders
Returns all sales orders, with pagination.
- List Stock Counts
Returns all stock counts, with pagination.
- List Vendors
Returns all vendors in the inFlow account, with pagination.
- Pay Sales Order
Marks an inFlow sales order as paid, the same as the Mark paid button in inFlow.
- Ship Sales Order
Marks a sales order as quick-shipped (final fulfillment step).
- Update a Manufacturing Order
Updates an existing manufacturing order by ID. Only the fields you fill in are changed.
- Update a Product
Updates a product given their ID.
- Update a Purchase Order
Updates an existing purchase order in inFlow by ID. Only the fields you fill in are changed.
- Update a Sales Order
Updates a sales order given their ID.
- Update a Stock Adjustment
Updates a stock adjustment given their ID.
- Update a Stock Count
Updates a stock count given their ID.
- Update a Stock Count Sheet
Updates a stock count sheet.
- Update a Stockroom Scan
Updates a stockroom scan in inFlow. inFlow marks this endpoint deprecated; new scans are stored as stock adjustments.
- Update a Stock Transfer
Updates a stock transfer given their ID.
- Update Customer
Updates a customer given their ID.
- Update Vendor
Updates an existing vendor by ID. Fields left blank keep their current values.
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
Close and inFlow Inventory, answered
What can start an automation from Close?
Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in inFlow Inventory when something happens in Close?
Any of inFlow Inventory's 68 actions, including Create a Product, Create a Sales Order, Create a Stock Adjustment and Create a Stock Count. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from inFlow Inventory to Close?
Yes. When something happens in inFlow Inventory, your agent can act in Close too. This page covers both directions: inFlow Inventory's triggers and Close's actions are listed here as well.
Do I have to build a connector for Close or inFlow Inventory?
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 Close and inFlow Inventory 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.