Integration
Connect DealMachine and PayPro
When New Task fires in DealMachine, your agent runs Add customer in PayPro, or New Sale in PayPro 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 PayPro 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 PayPro can do together
From DealMachine to PayPro
When New Task in DealMachine
then Add customer in PayPro
When New Task in DealMachine
then Get customer in PayPro
From PayPro to DealMachine
When New Sale in PayPro
then Create Note for Lead in DealMachine
When New Sale in PayPro
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 PayPro
Triggers and actions 2 triggers · 22 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 SaleTriggered when a new sale is made, meaning a payment on the PayPro account has been paid.
Action
Add customerCreates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id.
Action
Add paymentCreates a new payment and returns its id, state and the checkout link to send your customer to.
Action
Add refundCreates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance.
Action
Add subscriptionCreates a recurring subscription for a customer in PayPro and returns the new subscription's id.
Action
Get customerReturns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found.
Action
Get paymentReturns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found.
Action
List customersReturns all customers created for your PayPro account, most recent first.
Action
List paymentsReturns the payments created on the PayPro account, most recent first.
Action
List payoutsReturns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range.
Action
List subscriptionsReturns the subscriptions created for your PayPro account, most recent first.
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 PayPro, 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 PayPro when something happens in DealMachine?
Any of PayPro's 10 actions, including Add customer, Add payment, Add refund and Add subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PayPro to DealMachine?
Yes. When something happens in PayPro, your agent can act in DealMachine too. This page covers both directions: PayPro's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or PayPro?
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 PayPro 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.