Integration
Connect DealMachine and Novi AMS
When New Task fires in DealMachine, your agent runs Get Order in Novi AMS, or Event Registration Created in Novi AMS 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 Novi AMS 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 DealMachine and Novi AMS can do together
From DealMachine to Novi AMS
When New Task in DealMachine
then Get Order in Novi AMS
When New Task in DealMachine
then Find Event Registration in Novi AMS
From Novi AMS to DealMachine
When Event Registration Created in Novi AMS
then Create Note for Lead in DealMachine
When Event Registration Updated in Novi AMS
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 Novi AMS
Triggers and actions 3 triggers · 19 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
Event Registration CreatedTriggers when someone registers for an event in Novi AMS, including the attendees on the registration.
Trigger
Event Registration UpdatedTriggers when an event registration changes in Novi AMS, such as a payment status or attendee update.
Action
Creates Member ActivityCreates an activity (call, meeting, CEU and so on) on a member's record in Novi AMS.
Action
Find Event RegistrationFinds event registrations in Novi AMS by attendee name, optionally within one event.
Action
Find MemberFinds members in Novi AMS by full name, email address or parent company name.
Action
Get MemberReturns one member's full record from Novi AMS.
Action
Get OrderReturns one order from Novi AMS, with its line items and purchaser.
Action
List EventsReturns the events in Novi AMS, optionally filtered by name.
Action
Updates MemberUpdates a member's name, contact details or notes in Novi AMS.
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
More from DealMachine
DealMachine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DealMachine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DealMachine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DealMachine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DealMachine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DealMachine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Novi AMS
HubSpot to Novi AMSHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Novi AMSGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Novi AMSGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Novi AMSGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Novi AMSGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Novi AMSMailchimp marketing automation and email platform.
Questions
DealMachine and Novi AMS, 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 Novi AMS when something happens in DealMachine?
Any of Novi AMS's 7 actions, including Creates Member Activity, Find Event Registration, Find Member and Get Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Novi AMS to DealMachine?
Yes. When something happens in Novi AMS, your agent can act in DealMachine too. This page covers both directions: Novi AMS's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Novi AMS?
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 Novi AMS 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.