Integration
Connect CompanyHub and SetSmart
When New Company fires in CompanyHub, your agent runs Send Template Message to Existing Contact in SetSmart, or New Lead in SetSmart to Create a Record (Custom Table) in CompanyHub. 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 CompanyHub and SetSmart 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 CompanyHub and SetSmart can do together
From CompanyHub to SetSmart
When New Company in CompanyHub
then Send Template Message to Existing Contact in SetSmart
From SetSmart to CompanyHub
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 CompanyHub and SetSmart
Triggers and actions 12 triggers · 21 actions
- New Company
Triggers when a new company is added in CompanyHub.
- New Contact
Triggers when a new contact is created in CompanyHub.
- New Deal
Triggers when a new deal is created in CompanyHub.
- New Record (Custom Table)
Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.
- New Task
Triggers when a new task is created in CompanyHub.
- Record Updated
Triggers when a record in the chosen CompanyHub table is created or changed.
- Create a Record (Custom Table)
Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.
- Create Company
Creates a new company record in CompanyHub and returns its ID.
- Create Contact
Creates a contact in CompanyHub and returns the new contact's ID.
- Create Deal
Creates a deal in CompanyHub and returns the new deal's ID.
- Create Task
Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.
- Find Record
Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.
- Update Record
Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Add Tag
Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- Import New Contact
Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Remove Tags
Removes one or more tags from a SetSmart contact and returns the tags that remain.
- Send Template Message to Existing Contact
Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Set Lead to Sold
Records a sale on a SetSmart lead, with amount, currency and your own sale ID.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- Update Custom Fields
Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.
- Update Notes to Existing Contact
Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.
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
CompanyHub and SetSmart, answered
What can start an automation from CompanyHub?
Any of CompanyHub's 6 triggers in the catalog, including New Company, New Contact, New Deal and New Record (Custom Table). Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in CompanyHub?
Any of SetSmart's 14 actions, including Send Template Message to Existing Contact, Update Custom Fields, Update Notes to Existing Contact and Add Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to CompanyHub?
Yes. When something happens in SetSmart, your agent can act in CompanyHub too. This page covers both directions: SetSmart's triggers and CompanyHub's actions are listed here as well.
Do I have to build a connector for CompanyHub or SetSmart?
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 CompanyHub and SetSmart 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.