Integration
Connect CONSENSUS and Homebase360
When New Lead fires in CONSENSUS, your agent runs Create Lead in Homebase360, or New Customer in Homebase360 to Create Lead in CONSENSUS. 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 CONSENSUS and Homebase360 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 CONSENSUS and Homebase360 can do together
From CONSENSUS to Homebase360
When New Lead in CONSENSUS
then Create Lead in Homebase360
When Demo Watched in CONSENSUS
then Add task in Homebase360
From Homebase360 to CONSENSUS
When New Customer in Homebase360
then Create Lead in CONSENSUS
When New Estimate in Homebase360
then Find Leads in CONSENSUS
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 CONSENSUS and Homebase360
Triggers and actions 9 triggers · 36 actions
Trigger
Demo WatchedTriggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
Trigger
New LeadTriggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
Action
Create Demo LinkCreates a marketing share link for a demo.
Action
Create LeadCreates a lead in Consensus from a contact's name, email and company.
Action
Create Mail Merge LinkCreates a mail merge link for a demo using your email platform's merge tags.
Action
Delete RecipientDeletes a demo recipient and their data by email address.
Action
Find LeadsReturns leads captured by your demos, optionally filtered by email address or date range.
Action
Find RecipientFinds a demo recipient by email address.
Action
Find Sent DemosReturns the demos your team has sent to prospects, with their view counts and recipients.
Action
Get Current UserReturns the Consensus user this connection acts as and their organization.
Action
Get Demo by Link HashReturns the demo that a Consensus share link points to.
Action
Get Mail Merge LinkReturns one mail merge link.
Action
List Mail Merge LinksReturns your mail merge links.
Action
List Mail Merge PlatformsReturns the email platforms you can build mail merge links for.
Action
List usersReturns the users in your Consensus account, optionally filtered by user, group or status.
Action
Search DemosReturns the demos whose title matches your search text, with their preview links and owners.
Action
Send DemoSends a demo to a prospect contact and returns the personal share link.
Action
Update opportunity dataUpdates the CRM-synced opportunity data for a Consensus demo board.
Action
Update Sent DemoUpdates the company or opportunity on a demo you sent.
Trigger
New CustomerTriggers when a new customer is added in Homebase360.
Trigger
New EstimateTriggers when a new estimate is created in Homebase360.
Trigger
New JobTriggers when a new job is created in Homebase360.
Trigger
New LeadTriggers when a new lead is created in Homebase360.
Trigger
Updated CustomerTriggers when a Homebase360 customer is added or changed.
Trigger
Updated EstimateTriggers when a Homebase360 estimate is created or changed, including sent, approved, declined or converted.
Trigger
Updated JobTriggers when a Homebase360 job is created or changed, including status, payment and schedule updates.
Action
Add estimateCreates a draft estimate (quote) in Homebase360 for an existing customer or for new contact details, which are matched to or saved as a customer. The estimate is not sent.
Action
Add taskCreates a task (to-do or reminder) in Homebase360, optionally attached to a customer and assigned to employees.
Action
Create CustomerCreates a Homebase360 customer with contact details, notes and tags.
Action
Create JobCreates a scheduled Homebase360 job for an existing customer with one line item.
Action
Create LeadCreates a Homebase360 lead for an existing customer, or finds or creates the customer from the details given.
Action
Get CustomersReturns Homebase360 customers matching a customer ID, phone, email or name.
Action
Get JobsReturns Homebase360 jobs by job ID, customer or date range.
Action
Get LeadsReturns Homebase360 leads by lead ID, customer or stage.
Action
List employeesReturns your Homebase360 team members, optionally filtered by employee ID, exact email, or a name/email search.
Action
List estimatesReturns estimates (quotes), optionally filtered by customer, a single estimate, or a created-date range.
Action
List invoicesReturns invoices from Homebase360 with totals, paid and outstanding amounts, status, payment types and line items, optionally filtered by customer, type, status or date range.
Action
List tasksReturns tasks (to-dos and reminders), optionally filtered by customer, employee, status or date range.
Action
Send estimateSends an existing estimate to its customer as a PDF by email and/or a link by text message.
Action
Send messageSends an SMS or MMS text message to an existing Homebase360 customer by mobile phone or customer ID.
Action
Update CustomerUpdates an existing Homebase360 customer; only the fields you provide change.
Action
Update estimateUpdates an existing estimate's line items, discount, note, lead source or salesperson in Homebase360.
Action
Update jobUpdates an existing job's schedule, note, assigned employees, line items or lead source in Homebase360.
Action
Update leadUpdates an existing lead's pipeline, stage, note, lead source, assignees or line items.
Action
Update taskUpdates an existing Homebase360 task — status, title, schedule, assignees, reminder or a new note.
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
CONSENSUS and Homebase360, answered
What can start an automation from CONSENSUS?
Any of CONSENSUS's 2 triggers in the catalog, including New Lead and Demo Watched. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Homebase360 when something happens in CONSENSUS?
Any of Homebase360's 19 actions, including Create Customer, Create Job, Create Lead and Send estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Homebase360 to CONSENSUS?
Yes. When something happens in Homebase360, your agent can act in CONSENSUS too. This page covers both directions: Homebase360's triggers and CONSENSUS's actions are listed here as well.
Do I have to build a connector for CONSENSUS or Homebase360?
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 CONSENSUS and Homebase360 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.