Integration
Connect CloudCart and Perfex CRM
When New Customer fires in CloudCart, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Customer in CloudCart. 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 CloudCart 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 CloudCart and Perfex CRM can do together
From CloudCart to Perfex CRM
When New Customer in CloudCart
then Create Customer in Perfex CRM
From Perfex CRM to CloudCart
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 CloudCart and Perfex CRM
Triggers and actions 14 triggers · 27 actions
- New Customer
Triggers when a new customer registers in your CloudCart store.
- New Order
Triggers when a new order is placed in your CloudCart store.
- New Product
Triggers when a new product is created in your CloudCart store.
- Order Updated
Triggers when an order in your CloudCart store is updated, such as a status change or fulfillment.
- Product Updated
Triggers when a product in your CloudCart store is modified.
- Create Category
Creates a product category in your CloudCart store.
- Create Customer
Creates a customer account in your CloudCart store.
- Create Product
Creates a product in your CloudCart store.
- Create Subscriber
Adds a newsletter subscriber to your CloudCart store.
- Create Vendor
Creates a vendor (brand) in your CloudCart store, which you can then assign to products.
- Delete Customer
Deletes a customer from your CloudCart store.
- Find Customer by Email
Finds the customer with the given email address in your CloudCart store.
- Get Customer
Returns one customer from your CloudCart store by ID.
- Get Order
Returns one order from your CloudCart store by ID.
- Get Product
Returns one product from your CloudCart store by ID.
- Update Customer
Updates an existing customer's details; only the fields you fill in are changed.
- Update Order
Updates an order's status, internal note, invoice number or shipping date.
- Update Product
Updates a product's name, description or URL handle.
- New Contract
Triggers when a new contract 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 Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- 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
More from CloudCart
CloudCart to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CloudCart to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CloudCart to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CloudCart to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CloudCart to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CloudCart to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Perfex CRM
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Perfex CRMMailchimp marketing automation and email platform.
Questions
CloudCart and Perfex CRM, answered
What can start an automation from CloudCart?
Any of CloudCart's 5 triggers in the catalog, including New Customer, New Order, New Product and Order Updated. 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 CloudCart?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to CloudCart?
Yes. When something happens in Perfex CRM, your agent can act in CloudCart too. This page covers both directions: Perfex CRM's triggers and CloudCart's actions are listed here as well.
Do I have to build a connector for CloudCart 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 CloudCart 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.