Integration
Connect DigitalChalk and Perfex CRM
When New Registration fires in DigitalChalk, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create User in DigitalChalk. 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 DigitalChalk and Perfex CRM 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 DigitalChalk and Perfex CRM can do together
From DigitalChalk to Perfex CRM
When New Registration in DigitalChalk
then Create Customer in Perfex CRM
From Perfex CRM to DigitalChalk
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 DigitalChalk and Perfex CRM
Triggers and actions 12 triggers · 28 actions
- New Registration
Triggers when a user is registered into a DigitalChalk course offering.
- New User
Triggers when a new user is added to your DigitalChalk organization.
- Offering Completed
Triggers when a user completes a DigitalChalk course offering with a passing grade.
- Create User
Creates a new DigitalChalk user account and returns its id.
- Delete User
Deletes a DigitalChalk user from your organization.
- Find User
Finds a DigitalChalk user by email or username.
- Get Offering
Returns one DigitalChalk course offering by id.
- Get Registration
Returns one DigitalChalk registration (a user's enrollment in an offering) by id.
- Get User
Returns one DigitalChalk user by id.
- Get User Field Values
Returns the custom user field values set on a DigitalChalk user, keyed by field id.
- List Offering Categories
Returns the categories your DigitalChalk course offerings are grouped into.
- List Offerings
Returns course offerings in your DigitalChalk organization, optionally filtered.
- List Registrations
Returns course registrations, optionally filtered by user, offering or status.
- List Users
Returns users in your DigitalChalk organization, optionally filtered by email or name.
- Register User for Offering
Enrolls a DigitalChalk user into a course offering and returns the new registration id.
- Set User Field Values
Sets one or more custom user field values on a DigitalChalk user; fields not given keep their value.
- Update User
Updates a DigitalChalk user's name, email, password, tags, locale or active flag. Fields left blank keep their value.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
DigitalChalk and Perfex CRM, answered
What can start an automation from DigitalChalk?
Any of DigitalChalk's 3 triggers in the catalog, including New Registration, New User and Offering Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in DigitalChalk?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to DigitalChalk?
Yes. When something happens in Perfex CRM, your agent can act in DigitalChalk too. This page covers both directions: Perfex CRM's triggers and DigitalChalk's actions are listed here as well.
Do I have to build a connector for DigitalChalk or Perfex CRM?
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 DigitalChalk and Perfex CRM 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.