Integration
Connect CoordinateHQ and Sure Send
When Comment Added fires in CoordinateHQ, your agent runs Create Task in Sure Send, or New Appointment in Sure Send to Create Task in CoordinateHQ. 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 CoordinateHQ and Sure Send 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 CoordinateHQ and Sure Send can do together
From CoordinateHQ to Sure Send
When Comment Added in CoordinateHQ
then Create Task in Sure Send
When Goal Created in CoordinateHQ
then Create Appointment in Sure Send
From Sure Send to CoordinateHQ
When New Appointment in Sure Send
then Create Task in CoordinateHQ
When New Call in Sure Send
then Create Project in CoordinateHQ
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 CoordinateHQ and Sure Send
Triggers and actions 20 triggers · 31 actions
Trigger
Comment AddedTriggers when a comment is added to a project, or to one of its tasks or goals.
Trigger
Goal CreatedTriggers when a new goal is added to a project in Coordinate.
Trigger
Goal UpdatedTriggers when a goal's details change in Coordinate.
Trigger
Project CreatedTriggers when a new project is added in Coordinate.
Trigger
Project UpdatedTriggers when a project is updated in Coordinate.
Trigger
Task CreatedTriggers when a new task is created in Coordinate.
Trigger
Task Group CreatedTriggers when a new task group is created on a project.
Trigger
Task Group UpdatedTriggers when a task group on a project is updated.
Trigger
Task UpdatedTriggers when a task's details or status change in Coordinate.
Action
Apply Template to ProjectApplies a template (playbook) of tasks to an existing project.
Action
Create GoalCreates a goal on a project.
Action
Create GroupCreates a task group on a project.
Action
Create OrganizationCreates an organization.
Action
Create ProjectCreates a project, optionally applying a template and inviting a stakeholder.
Action
Create StakeholderInvites a stakeholder to a project.
Action
Create TaskCreates a task on a project.
Action
Create/Update Project PageCreates a project page, or overwrites it if a page with that name exists.
Action
Get Collaborators on ProjectReturns the stakeholders (collaborators) on a project.
Action
Get ProjectReturns one project by its ID.
Action
Get Project by External ObjectIDReturns the projects carrying an external ID you set.
Action
Get Project Page ContentReturns the content of a project page.
Action
Get Project PagesReturns the names of the pages on a project.
Action
Update ProjectUpdates a project's details; only the fields you fill in change.
Action
Update Project Set Custom FieldSets one custom field value on a project.
Action
Verify Project Doesn't ExistChecks whether any project already carries an external ID, so you can avoid creating a duplicate.
Trigger
New AppointmentTriggers when a new appointment is created in Sure Send.
Trigger
New CallTriggers when a new call is logged in Sure Send.
Trigger
New CompanyTriggers when a new company is created in Sure Send.
Trigger
New EmailTriggers when an email is sent or received in Sure Send.
Trigger
New Lead AssignedTriggers when a person is assigned to the chosen user in Sure Send.
Trigger
New NoteTriggers when a new note is added in Sure Send.
Trigger
New PersonTriggers when a new person is created in Sure Send.
Trigger
New TaskTriggers when a new task is created in Sure Send.
Trigger
Person Stage UpdatedTriggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
Trigger
Tag Added to ContactTriggers once when the chosen tag is added to a person in Sure Send.
Trigger
Updated PersonTriggers when a person is created or updated in Sure Send.
Action
Add Tags to PersonAdds one or more tags to an existing person in Sure Send.
Action
Create AppointmentCreates an appointment for a person in Sure Send.
Action
Create CallLogs a phone call with a person in Sure Send.
Action
Create CompanyCreates a company in Sure Send.
Action
Create NoteAdds a note to a person in Sure Send.
Action
Create PersonCreates a new person (contact or lead) in Sure Send. People are deduplicated by email.
Action
Create TaskCreates a follow-up task for a person in Sure Send.
Action
Find CompanyFinds the first company in Sure Send matching a name, email or phone.
Action
Find or Create CompanyLooks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
Action
Find or Create PersonLooks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
Action
Find PersonFinds the first person in Sure Send matching an email, phone or name.
Action
Find StageFinds a pipeline stage in Sure Send by its name.
Action
Find TaskFinds the most recent task for a person in Sure Send.
Action
Update CompanyUpdates an existing company in Sure Send; only the fields you supply change.
Action
Update PersonUpdates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
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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More into Sure Send
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Salesforce to Sure SendSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Sure SendSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Sure SendGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
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Questions
CoordinateHQ and Sure Send, answered
What can start an automation from CoordinateHQ?
Any of CoordinateHQ's 9 triggers in the catalog, including Comment Added, Goal Created, Goal Updated and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sure Send when something happens in CoordinateHQ?
Any of Sure Send's 15 actions, including Create Appointment, Create Call, Create Company and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sure Send to CoordinateHQ?
Yes. When something happens in Sure Send, your agent can act in CoordinateHQ too. This page covers both directions: Sure Send's triggers and CoordinateHQ's actions are listed here as well.
Do I have to build a connector for CoordinateHQ or Sure Send?
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 CoordinateHQ and Sure Send 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.