Integration
Connect Domo and Perfex CRM
When New DataSet fires in Domo, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add User to Group in Domo. 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 Domo 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 Domo and Perfex CRM can do together
From Domo to Perfex CRM
When New DataSet in Domo
then Create Customer in Perfex CRM
From Perfex CRM to Domo
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 Domo and Perfex CRM
Triggers and actions 12 triggers · 31 actions
- New DataSet
Triggers when a new DataSet is created in your Domo instance.
- New User
Triggers when a new user is added to your Domo instance.
- Add User to Group
Adds a Domo user to a group.
- Create Group
Creates a new group in Domo and returns its ID.
- Create Project
Creates a Domo project with its members.
- Create User
Creates a Domo user with a name, email and role, optionally sending them an invite.
- Delete DataSet
Permanently deletes a Domo DataSet.
- Delete Group
Deletes a Domo group.
- Delete Page
Deletes a Domo page.
- Delete Project
Deletes a Domo project.
- Get DataSet
Returns one Domo DataSet's details: name, row and column counts, schema and timestamps.
- Get Group
Returns one Domo group by its ID, with its name, active flag and member count.
- Get Page
Returns one Domo page with its name, parent, cards and visibility.
- Get Project
Returns one Domo project with its name, members and creator.
- Get User
Returns one Domo user by ID, including name, email, role and title.
- Import Data into DataSet
Loads CSV rows into a Domo DataSet, replacing its data or appending to it.
- List Activity Log Entries
Returns Domo activity log entries (who did what, and when) for a time range.
- List DataSets
Returns DataSets in your Domo instance, optionally filtered by name.
- List Groups
Returns the groups in your Domo instance, with each group's name and member count.
- List Group Users
Returns the IDs of the users in a Domo group.
- List Pages
Returns the pages in your Domo instance with their child pages.
- List Projects
Returns all projects in your Domo instance.
- List Users
Returns the users in your Domo instance.
- Query DataSet
Runs a SQL query against a Domo DataSet and returns the matching columns and rows.
- Remove User from Group
Removes a Domo user from a group.
- Update DataSet
Updates a Domo DataSet's name or description.
- Update Project
Updates a Domo project's name, description, visibility or due date.
- Update User
Updates a Domo user's name, email, role, title, phone or location.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer 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 Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- 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
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Questions
Domo and Perfex CRM, answered
What can start an automation from Domo?
Any of Domo's 2 triggers in the catalog, including New DataSet and New User. 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 Domo?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Domo?
Yes. When something happens in Perfex CRM, your agent can act in Domo too. This page covers both directions: Perfex CRM's triggers and Domo's actions are listed here as well.
Do I have to build a connector for Domo 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 Domo 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.