Integration
Connect Document360 and Pixxi CRM
When New Article fires in Document360, your agent runs Add Lead in Pixxi CRM, or Lead Created in Pixxi CRM to List Project Versions in Document360. 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 Document360 and Pixxi 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 Document360 and Pixxi CRM can do together
From Document360 to Pixxi CRM
When New Article in Document360
then Add Lead in Pixxi CRM
From Pixxi CRM to Document360
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 Document360 and Pixxi CRM
Triggers and actions 3 triggers · 23 actions
- New Article
Triggers when a new article is added to a Document360 project version.
- Create Article
Creates a new article in a Document360 project version and returns its ID.
- Create Category
Creates a category in a project version and returns its ID.
- Delete Article
Deletes an article from the knowledge base.
- Get Article
Returns one article's content and details in the given language.
- List Articles
Returns the articles in a project version.
- List Categories
Returns the categories in a project version.
- List Project Versions
Returns the knowledge base's project versions (workspaces) with their IDs.
- Update Article
Updates an article's title, content or category in the given language.
- Lead Created
Triggers when a new lead is created in Pixxi CRM.
- Lead Updated
Triggers when a lead's information is updated in Pixxi CRM.
- Add Activity Log
Adds an activity log note to a buy or rent lead in Pixxi CRM.
- Add Lead
Submits a lead to Pixxi CRM through one of your website forms, creating the lead in Pixxi.
- Add Listing
Creates a new property listing in Pixxi CRM, optionally linking or creating its owner.
- Add Owner Activity Log
Adds an activity log entry (a message or a call recording) to an existing owner record in Pixxi.
- Create Reminder
Creates a task, event or viewing reminder in Pixxi CRM, optionally linked to a lead or listing.
- Delete Listing
Deletes a listing in Pixxi CRM, or submits the deletion for approval when your workflow requires it.
- Delete Reminder
Deletes a reminder from Pixxi CRM.
- Find Leads
Searches your Pixxi CRM leads by phone number, ID or name and returns the matches.
- Find Owners
Finds property owners in Pixxi CRM whose name, email, phone or ID matches the search text.
- Find Portal Leads
Finds portal leads (property portal enquiries) in Pixxi CRM by the lead's phone number.
- Find Website Listings
Returns website listings whose title matches the given text, optionally filtered by type, location, developer, price and size.
- List Listings
Returns all listings in your Pixxi account, filtered by type, status, location, price, size, agent and portal state.
- Update Lead
Updates an existing lead's details in Pixxi CRM, such as its name, phone, assigned agent or stage.
- Update Listing
Updates an existing listing in Pixxi CRM, such as its title, price, status, details or portal publishing.
- Update Portal Lead
Updates a portal lead by tagging it as a buy lead, rent lead, sell or rent listing, agent, or other, linking it to an existing record.
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 Document360
Document360 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Document360 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Document360 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Document360 to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Document360 to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Document360 to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Pixxi CRM
Google Drive to Pixxi CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Pixxi CRMMailchimp marketing automation and email platform.
Questions
Document360 and Pixxi CRM, answered
What can start an automation from Document360?
Any of Document360's 1 trigger in the catalog, including New Article. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pixxi CRM when something happens in Document360?
Any of Pixxi CRM's 15 actions, including Create Reminder, Update Lead, Update Listing and Update Portal Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pixxi CRM to Document360?
Yes. When something happens in Pixxi CRM, your agent can act in Document360 too. This page covers both directions: Pixxi CRM's triggers and Document360's actions are listed here as well.
Do I have to build a connector for Document360 or Pixxi 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 Document360 and Pixxi 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.