Integration
Connect Copper and Siteglide
When New Activity fires in Copper, your agent runs eCommerce - Orders - Get in Siteglide, or CRM - Updated User in Siteglide to Create Lead in Copper. 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 Copper and Siteglide 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 Copper and Siteglide can do together
From Copper to Siteglide
When New Activity in Copper
then eCommerce - Orders - Get in Siteglide
When New Company in Copper
then CRM - Create User in Siteglide
From Siteglide to Copper
When CRM - Updated User in Siteglide
then Create Lead in Copper
When eCommerce - Products - Updated Item in Siteglide
then Create Task in Copper
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 Copper and Siteglide
Triggers and actions 30 triggers · 43 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
Categories - NewTriggers when a new category is created.
Trigger
CRM - New UserTriggers when a new CRM user is created.
Trigger
CRM - Updated UserTriggers when a CRM user is created or updated.
Trigger
eCommerce - Orders - New ItemTriggers when a new order is placed.
Trigger
eCommerce - Products - New ItemTriggers when a new product is created.
Trigger
eCommerce - Products - Updated ItemTriggers when a product is created or updated.
Trigger
Forms - New Item (Polling)Triggers when a form is submitted.
Trigger
Modules - New ItemTriggers when a new item is added to a module.
Trigger
Modules - Updated ItemTriggers when a module item is created or updated.
Trigger
Pages - NewTriggers when a new page is created.
Trigger
Pages - UpdatedTriggers when a page is created or updated.
Trigger
WebApps - New ItemTriggers when a new WebApp item is created.
Trigger
WebApps - Updated ItemTriggers when a WebApp item is created or updated.
Action
Categories - CreateCreates a category on your Siteglide site.
Action
Categories - GetReturns one category by ID.
Action
Categories - UpdateUpdates an existing category.
Action
CRM - Create UserCreates a CRM user.
Action
CRM - Get UserReturns one CRM user by ID.
Action
CRM - Update UserUpdates a CRM user.
Action
eCommerce - Orders - GetReturns one order with its details.
Action
eCommerce - Products - CreateCreates a product.
Action
eCommerce - Products - GetReturns one product.
Action
eCommerce - Products - UpdateUpdates a product.
Action
Forms - Create CaseCreates a form case against a user.
Action
Forms - Get ItemReturns one form case (submission).
Action
Modules - Create ItemCreates an item in a module.
Action
Modules - Get ItemReturns one module item.
Action
Modules - Update ItemUpdates a module item.
Action
Pages - CreateCreates a page.
Action
Pages - GetReturns one page.
Action
Pages - UpdateUpdates an existing page on your Siteglide site, such as its name, slug, content, layout or redirect.
Action
WebApps - Create ItemCreates a WebApp item.
Action
WebApps - Get ItemReturns one WebApp item.
Action
WebApps - Update ItemUpdates a WebApp item.
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
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Questions
Copper and Siteglide, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Siteglide when something happens in Copper?
Any of Siteglide's 21 actions, including Categories - Create, Categories - Get, Categories - Update and CRM - Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Siteglide to Copper?
Yes. When something happens in Siteglide, your agent can act in Copper too. This page covers both directions: Siteglide's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Siteglide?
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 Copper and Siteglide 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.