Integration
Connect DecisionVault to ClickFunnels
When New Event fires in DecisionVault, your agent runs Add contact in ClickFunnels. 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 DecisionVault and ClickFunnels 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 DecisionVault can start in ClickFunnels
When New Event in DecisionVault
then Add contact in ClickFunnels
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 DecisionVault and ClickFunnels
Triggers and actions 2 triggers · 39 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- Add contact
Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes.
- Add product
Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties.
- Add tag
Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts.
- Apply Tag to Contact
Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details.
- Create Opportunity
Creates a sales opportunity in a ClickFunnels workspace pipeline stage for a contact, with an optional value, close date and assigned team member.
- Delete contact
Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id.
- Enroll a Contact Into a Course
Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment.
- Get contact
Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details.
- Get order
Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses.
- Get product
Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags.
- List contacts
Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter.
- List courses
Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings.
- List forms
Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates.
- List funnels
Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs.
- List orders
Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter.
- List products
Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state.
- List tags
Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name.
- Remove Tag From Contact
Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed.
- Search Contacts by Email or ID
Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes.
- Update contact
Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed.
- Update or Create Contact (By Email Address)
Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email.
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
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Questions
DecisionVault and ClickFunnels, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClickFunnels when something happens in DecisionVault?
Any of ClickFunnels's 21 actions, including Create Opportunity, Update contact, Update or Create Contact (By Email Address) and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickFunnels to DecisionVault?
ClickFunnels has no triggers in the catalog today, so automations start in DecisionVault. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it.
Do I have to build a connector for DecisionVault or ClickFunnels?
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 DecisionVault and ClickFunnels 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.