Integration
Connect Copper to Virtualbadge.io
When New Activity fires in Copper, your agent runs Send email to recipient in Virtualbadge.io. 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 Virtualbadge.io 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 Copper can start in Virtualbadge.io
When New Activity in Copper
then Send email to recipient in Virtualbadge.io
When New Company in Copper
then Add credential collection in Virtualbadge.io
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 Virtualbadge.io
Triggers and actions 17 triggers · 38 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.
Action
Add credential collectionCreates a credential collection that groups certificates and badges.
Action
Create a TrainingCreates a training in Virtualbadge.io that participants can be added to and issued certificates from.
Action
Delete recipientDeletes a recipient from a certificate or badge.
Action
Get certificateReturns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata.
Action
Get credential collectionReturns one credential collection by its id, including its name, sharing setting and the credentials in it.
Action
Get recipientReturns a recipient of a certificate by ID, including their details, email status and certificate links.
Action
Get trainingReturns a single training by its ID, including its status, date, trainer, certificates, collections and form details.
Action
List certificatesReturns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access.
Action
List credential collectionsReturns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access.
Action
List recipientsReturns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value.
Action
List training participantsReturns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata.
Action
List trainingsReturns all trainings in your organisation, with the most recently added first.
Action
Revoke recipientRevokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned.
Action
Send email to recipientSends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient.
Action
Update certificateUpdates a certificate or badge's description and custom metadata, and returns the updated certificate.
Action
Update trainingUpdates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training.
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
Copper and Virtualbadge.io, 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 Virtualbadge.io when something happens in Copper?
Any of Virtualbadge.io's 16 actions, including Create a Training, Send email to recipient, Update certificate and Update training. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Virtualbadge.io to Copper?
Virtualbadge.io has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads Virtualbadge.io's API documentation and adds it.
Do I have to build a connector for Copper or Virtualbadge.io?
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 Virtualbadge.io 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.