Integration
Connect DigitalChalk and Sunwise
When New Registration fires in DigitalChalk, your agent runs Add Contact Tracking in Sunwise, or Created Project in Sunwise 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 Sunwise 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 Sunwise can do together
From DigitalChalk to Sunwise
When New Registration in DigitalChalk
then Add Contact Tracking in Sunwise
When New User in DigitalChalk
then Create or Update Contact in Sunwise
From Sunwise to DigitalChalk
When Created Project in Sunwise
then Create User in DigitalChalk
When New Contact in Sunwise
then Update User in 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 Sunwise
Triggers and actions 6 triggers · 33 actions
Trigger
New RegistrationTriggers when a user is registered into a DigitalChalk course offering.
Trigger
New UserTriggers when a new user is added to your DigitalChalk organization.
Trigger
Offering CompletedTriggers when a user completes a DigitalChalk course offering with a passing grade.
Action
Create UserCreates a new DigitalChalk user account and returns its id.
Action
Delete UserDeletes a DigitalChalk user from your organization.
Action
Find UserFinds a DigitalChalk user by email or username.
Action
Get OfferingReturns one DigitalChalk course offering by id.
Action
Get RegistrationReturns one DigitalChalk registration (a user's enrollment in an offering) by id.
Action
Get UserReturns one DigitalChalk user by id.
Action
Get User Field ValuesReturns the custom user field values set on a DigitalChalk user, keyed by field id.
Action
List Offering CategoriesReturns the categories your DigitalChalk course offerings are grouped into.
Action
List OfferingsReturns course offerings in your DigitalChalk organization, optionally filtered.
Action
List RegistrationsReturns course registrations, optionally filtered by user, offering or status.
Action
List UsersReturns users in your DigitalChalk organization, optionally filtered by email or name.
Action
Register User for OfferingEnrolls a DigitalChalk user into a course offering and returns the new registration id.
Action
Set User Field ValuesSets one or more custom user field values on a DigitalChalk user; fields not given keep their value.
Action
Update UserUpdates a DigitalChalk user's name, email, password, tags, locale or active flag. Fields left blank keep their value.
Trigger
Created ProjectTriggers when a new project is created in Sunwise.
Trigger
New ContactTriggers when a new contact is created in Sunwise.
Trigger
Updated ContactTriggers when a contact is created or its details change in Sunwise.
Action
Add Contact TrackingLogs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
Action
Add ProposalCreates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
Action
Add ReportCreates a new report for a project from one of its historical records.
Action
Create or Update ContactCreates a contact in Sunwise with name, email and telephone.
Action
Get All Proposals for a ProjectReturns every proposal in a project along with its contact.
Action
Get ContactReturns a single Sunwise contact by its ID, including name, email, telephone, company and status.
Action
Get Favorite Proposal IDReturns the favorite proposal of a project.
Action
Get ProjectReturns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
Action
Get ProposalReturns the details of one proposal.
Action
List ContactsReturns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
Action
List Contact TrackingsReturns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
Action
List PresetsReturns all active proposal presets (plans) for your Sunwise company.
Action
Search ContactsSearches active contacts matching the given text and returns the matches.
Action
Search ProjectsSearches active projects matching the given text and returns the matches.
Action
Search Project SummariesSearches active project summaries matching the given text and returns the matches.
Action
Search ProposalsSearches active proposals matching the given text and returns the matches.
Action
Search Proposal SummariesSearches active proposal summaries matching the given text and returns the matches.
Action
Search ReportsSearches active reports matching the given text and returns the matches.
Action
Update ContactUpdates an existing Sunwise contact's name, email, telephone and details.
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
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Questions
DigitalChalk and Sunwise, 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 Sunwise when something happens in DigitalChalk?
Any of Sunwise's 19 actions, including Create or Update Contact, Update Contact, Add Contact Tracking and Add Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sunwise to DigitalChalk?
Yes. When something happens in Sunwise, your agent can act in DigitalChalk too. This page covers both directions: Sunwise's triggers and DigitalChalk's actions are listed here as well.
Do I have to build a connector for DigitalChalk or Sunwise?
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 Sunwise 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.