Integration
Connect EasyPractice and Perfex CRM
When New Appointment fires in EasyPractice, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Find Client by Email in EasyPractice. 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 EasyPractice 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)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 EasyPractice and Perfex CRM can do together
From EasyPractice to Perfex CRM
When New Appointment in EasyPractice
then Create Customer in Perfex CRM
From Perfex CRM to EasyPractice
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 EasyPractice and Perfex CRM
Triggers and actions 14 triggers · 12 actions
- Client Deactivated
Triggers when an EasyPractice client is set to inactive.
- New Appointment
Triggers when a new appointment is booked in EasyPractice.
- New Client
Triggers when a new client is added in EasyPractice.
- New Invoice
Triggers when a new invoice is created in EasyPractice.
- Create Client
Creates a client in EasyPractice.
- Create Client Tag
Creates a tag that can be put on EasyPractice clients.
- Delete Booking
Deletes an EasyPractice appointment.
- Delete Client
Deletes an EasyPractice client.
- Find Client by Email
Finds EasyPractice clients whose email matches the address you give.
- Get Booking
Returns one EasyPractice appointment by its ID, including its calendar, client and services.
- List Calendars
Returns the calendars in the EasyPractice account.
- List Employees
Returns the employees on the EasyPractice account.
- List Services
Returns the services offered in the EasyPractice account, with price and duration.
- Update Client
Updates an existing EasyPractice client. The vendor requires the client's name on every update.
- 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.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
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 EasyPractice
EasyPractice to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EasyPractice to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EasyPractice to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EasyPractice to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
EasyPractice to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
EasyPractice to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Perfex CRM
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Perfex CRMMailchimp marketing automation and email platform.
Questions
EasyPractice and Perfex CRM, answered
What can start an automation from EasyPractice?
Any of EasyPractice's 4 triggers in the catalog, including New Appointment, New Client, New Invoice and Client Deactivated. 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 EasyPractice?
Any of Perfex CRM's 2 actions, including Create Customer and Find Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to EasyPractice?
Yes. When something happens in Perfex CRM, your agent can act in EasyPractice too. This page covers both directions: Perfex CRM's triggers and EasyPractice's actions are listed here as well.
Do I have to build a connector for EasyPractice 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 EasyPractice 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.