--- title: "Connect Craftboxx to LeadExec - APIANT.ai" description: "When \"New Appointment\" fires in Craftboxx, your agent runs \"Add order\" in LeadExec." canonical: "https://apiant.ai/connect/craftboxx-to-leadexec" --- # Connect Craftboxx to LeadExec When **New Appointment** fires in [Craftboxx](https://apiant.ai/connections/craftboxx), your agent runs **Add order** in [LeadExec](https://apiant.ai/connections/leadexec). Describe the whole flow and it is built, tested on every scenario and kept running. Craftboxx **10** triggers Craftboxx **9** actions LeadExec **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Craftboxx and LeadExec to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Craftboxx can start in LeadExec - When **New Appointment** in Craftboxx then **Add order** in LeadExec - When **New Article** in Craftboxx then **List lead types** in LeadExec 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 Craftboxx and LeadExec ## Triggers and actions 10 triggers · 16 actions - Trigger **New Appointment** Triggers when a new Appointment is created in Craftboxx. - Trigger **New Article** Triggers when a new Article is created in Craftboxx. - Trigger **New Customer** Triggers when a new Customer is created in Craftboxx. - Trigger **New Customer Address** Triggers when a new Customer Address is created in Craftboxx. - Trigger **New Project** Triggers when a new Project is created in Craftboxx. - Trigger **Updated Appointment** Triggers when an Appointment is updated in Craftboxx. - Trigger **Updated Article** Triggers when an Article is updated in Craftboxx. - Trigger **Updated Customer** Triggers when a Customer is updated in Craftboxx. - Trigger **Updated Customer Address** Triggers when a Customer Address is updated in Craftboxx. - Trigger **Updated Project** Triggers when an Project is updated in Craftboxx. - Action **Create Article** Creates a new Article in Craftboxx - Action **Create Customer and Mailing-Address** Creates a new Customer and it's Mailing-Address in Craftboxx - Action **Create Project and Appointment** Creates a new Project and it's Appointment in Craftboxx - Action **Search Article** Finds an Article based on the provided search criteria in Craftboxx. - Action **Search Customer** Finds a Customer based on the provided search criteria in Craftboxx. - Action **Search Project** Finds a Project based on the provided search criteria in Craftboxx. - Action **Update Article** Updates an Article in Craftboxx - Action **Update Customer and Mailing-Address** Updates a Customer and it's Mailing-Address in Craftboxx - Action **Update Project and Appointment** Updates a Project and it's Appointment in Craftboxx - Action **Add client** Creates a new client record in LeadExec, including its client field values. - Action **Add delivery account** Creates a new delivery account for a LeadExec client, setting its delivery method, price, lead caps, status and offer details. - Action **Add order** Creates a new lead order for a client, with its start and end dates, renewal option and ordered items. - Action **List delivery accounts** Returns all delivery accounts for a LeadExec client, including pricing, lead caps, status, criteria and delivery method details. - Action **List lead types** Returns every lead type set up in your LeadExec account. - Action **List orders** Returns client orders in LeadExec, optionally narrowed to one order, a client, an order status, or orders starting on or after a date. - Action **Update client** Updates an existing LeadExec client record, including its status, assignments, portal login and client field values. ## Each app on its own - [ **Craftboxx** Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem...](https://apiant.ai/connections/craftboxx) - [ **LeadExec** LeadExec provides centralized lead distribution.](https://apiant.ai/connections/leadexec) Reviews ## What our customers say ## More from Craftboxx - [ **Craftboxx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/craftboxx-to-hubspot) - [ **Craftboxx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/craftboxx-to-salesforce) - [ **Craftboxx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/craftboxx-to-slack) - [ **Craftboxx to Google Sheets** Google Sheets](https://apiant.ai/connect/craftboxx-to-google-sheets) - [ **Craftboxx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/craftboxx-to-gmail) - [ **Craftboxx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/craftboxx-to-google-calendar) ## More into LeadExec - [ **HubSpot to LeadExec** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadexec) - [ **Salesforce to LeadExec** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadexec) - [ **Slack to LeadExec** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadexec) - [ **Google Sheets to LeadExec** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadexec) - [ **Gmail to LeadExec** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadexec) - [ **Google Calendar to LeadExec** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadexec) Questions ## Craftboxx and LeadExec, answered ### ### What can start an automation from Craftboxx? Any of Craftboxx's 10 triggers in the catalog, including New Appointment, New Article, New Customer and New Customer Address. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LeadExec when something happens in Craftboxx? Any of LeadExec's 7 actions, including Update client, Add client, Add delivery account and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadExec to Craftboxx? LeadExec has no triggers in the catalog today, so automations start in Craftboxx. If you need the other direction, ask: your agent reads LeadExec's API documentation and adds it. ### ### Do I have to build a connector for Craftboxx or LeadExec? 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 Craftboxx and LeadExec 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.