Integration
Connect CONSENSUS and Perfex CRM
When New Lead fires in CONSENSUS, your agent runs Create Lead in Perfex CRM, or New Contract in Perfex CRM 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 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)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 Perfex CRM can do together
From CONSENSUS to Perfex CRM
When New Lead in CONSENSUS
then Create Lead in Perfex CRM
From Perfex CRM to 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 Perfex CRM
Triggers and actions 12 triggers · 20 actions
- Demo Watched
Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
- New Lead
Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
- Create Demo Link
Creates a marketing share link for a demo.
- Create Lead
Creates a lead in Consensus from a contact's name, email and company.
- Create Mail Merge Link
Creates a mail merge link for a demo using your email platform's merge tags.
- Delete Recipient
Deletes a demo recipient and their data by email address.
- Find Leads
Returns leads captured by your demos, optionally filtered by email address or date range.
- Find Recipient
Finds a demo recipient by email address.
- Find Sent Demos
Returns the demos your team has sent to prospects, with their view counts and recipients.
- Get Current User
Returns the Consensus user this connection acts as and their organization.
- Get Demo by Link Hash
Returns the demo that a Consensus share link points to.
- Get Mail Merge Link
Returns one mail merge link.
- List Mail Merge Links
Returns your mail merge links.
- List Mail Merge Platforms
Returns the email platforms you can build mail merge links for.
- Search Demos
Returns the demos whose title matches your search text, with their preview links and owners.
- Send Demo
Sends a demo to a prospect contact and returns the personal share link.
- Update Sent Demo
Updates the company or opportunity on a demo you sent.
- 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.
- 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
What our customers say
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Questions
CONSENSUS and Perfex CRM, 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 Perfex CRM when something happens in CONSENSUS?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to CONSENSUS?
Yes. When something happens in Perfex CRM, your agent can act in CONSENSUS too. This page covers both directions: Perfex CRM's triggers and CONSENSUS's actions are listed here as well.
Do I have to build a connector for CONSENSUS 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 CONSENSUS 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.