Integration
Connect DealMachine and GoCanvas
When New Task fires in DealMachine, your agent runs Create Customer in GoCanvas, or New Customer in GoCanvas to Create Note for Lead in DealMachine. 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 DealMachine and GoCanvas 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 DealMachine and GoCanvas can do together
From DealMachine to GoCanvas
When New Task in DealMachine
then Create Customer in GoCanvas
When New Task in DealMachine
then Update Customer in GoCanvas
From GoCanvas to DealMachine
When New Customer in GoCanvas
then Create Note for Lead in DealMachine
When New Dispatch in GoCanvas
then Create Task in DealMachine
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 DealMachine and GoCanvas
Triggers and actions 5 triggers · 36 actions
Trigger
New TaskTriggers when a new task is created in DealMachine.
Action
Create Note for LeadAdds a note to a DealMachine lead (prospect).
Action
Create TagCreates a tag you can apply to DealMachine prospects.
Action
Create TaskCreates a task in DealMachine, optionally linked to a property or person.
Action
Delete TagDeletes a DealMachine tag.
Action
Delete TaskDeletes a DealMachine task.
Action
Get AccountReturns the DealMachine organization, plan and remaining enrichment credits.
Action
Get TagReturns one DealMachine tag by its ID.
Action
Get TaskReturns one DealMachine task by its ID.
Action
List TagsReturns all tags in the DealMachine workspace.
Action
List TasksReturns DealMachine tasks, optionally filtered by status or search text.
Action
Update TagRenames, recolors or deactivates a DealMachine tag.
Action
Update TaskUpdates a DealMachine task's title, description, due date or completion.
Trigger
New CustomerTriggers when a new customer is added in GoCanvas.
Trigger
New DispatchTriggers when a new dispatch is created for a GoCanvas form.
Trigger
New ProjectTriggers when a new project is added in GoCanvas.
Trigger
New SubmissionTriggers when a new submission of a GoCanvas form is completed.
Action
Create CustomerCreates a customer (an individual or a business) in GoCanvas.
Action
Create DispatchSends a GoCanvas dispatch: a form, optionally prefilled, to a mobile user now or at a scheduled time.
Action
Create ProjectCreates a project in GoCanvas, optionally tied to a customer and site.
Action
Create Reference DataCreates a GoCanvas reference data table (a lookup list forms can use) from column names and rows.
Action
Create SiteCreates a site (job location) in GoCanvas, optionally for a customer.
Action
Delete CustomerDeletes a GoCanvas customer.
Action
Delete DispatchDeletes a GoCanvas dispatch by its ID.
Action
Delete ProjectDeletes a GoCanvas project.
Action
Delete SiteDeletes a GoCanvas site.
Action
Delete SubmissionDeletes a GoCanvas form submission.
Action
Get CustomerReturns one GoCanvas customer by its ID, with its contact details.
Action
Get DispatchReturns one GoCanvas dispatch by its ID, with its status and prefilled answers.
Action
Get FormReturns one GoCanvas form by its ID.
Action
Get ProjectReturns one GoCanvas project by its ID.
Action
Get Reference DataReturns one GoCanvas reference data table with its columns and rows.
Action
Get SiteReturns one GoCanvas site (a job location) by its ID.
Action
Get SubmissionReturns one GoCanvas form submission by its ID.
Action
Get UserReturns one GoCanvas user by their ID.
Action
List CustomersReturns the customers in your GoCanvas company.
Action
List FormsReturns the GoCanvas forms you can access.
Action
List UsersReturns the users in your GoCanvas company.
Action
Update CustomerUpdates a GoCanvas customer; only the fields you fill in change.
Action
Update ProjectUpdates a GoCanvas project; only the fields you fill in change.
Action
Update SiteUpdates a GoCanvas site; only the fields you fill in change.
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
DealMachine and GoCanvas, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in GoCanvas when something happens in DealMachine?
Any of GoCanvas's 24 actions, including Create Customer, Create Dispatch, Create Project and Create Reference Data. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GoCanvas to DealMachine?
Yes. When something happens in GoCanvas, your agent can act in DealMachine too. This page covers both directions: GoCanvas's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or GoCanvas?
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 DealMachine and GoCanvas 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.