Integration
Connect EngageBay Marketing and PreciseFP
When New Company fires in EngageBay Marketing, your agent runs Create Account in PreciseFP, or New Client/Prospect in PreciseFP to Add Contact to Form in EngageBay Marketing. 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 EngageBay Marketing and PreciseFP 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 EngageBay Marketing and PreciseFP can do together
From EngageBay Marketing to PreciseFP
When New Company in EngageBay Marketing
then Create Account in PreciseFP
From PreciseFP to EngageBay Marketing
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 EngageBay Marketing and PreciseFP
Triggers and actions 20 triggers · 40 actions
- Company Property Change
Triggers when an existing company is updated in EngageBay.
- Contact Property Change
Triggers when an existing contact is updated in EngageBay.
- Deal Property Change
Triggers when an existing deal is updated in EngageBay.
- New Company
Triggers when a new company is created in EngageBay.
- New Contact
Triggers when a new contact is created in EngageBay.
- New Deal
Triggers when a new deal is created in EngageBay.
- New Event
Triggers when a new calendar event is added in EngageBay (events scheduled from 30 days ago through the next year).
- New Task
Triggers when a new task is created in EngageBay.
- New Ticket
Triggers when a new support ticket is created in EngageBay.
- Tag Added to Contact
Triggers when a contact's tags change in EngageBay, such as when a tag is added to a contact.
- Tag Added to Deal
Triggers when a tag is added to a deal, firing once per newly seen deal and tag pair on recently updated deals.
- Task Property Change
Triggers when an existing task is updated in EngageBay.
- Ticket Updated
Triggers when a support ticket is updated in EngageBay.
- Add Contact to Form
Adds a contact, by email address, to an EngageBay form.
- Add contact to list
Adds an existing EngageBay contact, identified by email address, to one of your contact lists.
- Add Contact to Sequence
Adds a contact, by email address, to an EngageBay email sequence.
- Add deal
Creates a new deal in EngageBay with a name, amount, pipeline track and milestone.
- Add Note to Contact
Adds a note to an EngageBay contact.
- Add Tag to Contact
Adds a tag to a contact found by email address.
- Create Contact
Creates a new contact in EngageBay with an email, name, phone and lead score.
- Create Event
Creates a calendar event in EngageBay, optionally related to a contact.
- Create or Update Contact
Creates a contact, or updates the existing contact that has the same email address.
- Create Ticket
Creates a support ticket in EngageBay.
- Delete company
Deletes a company from EngageBay by its ID.
- Delete contact
Deletes a contact from your EngageBay account.
- Delete deal
Deletes a deal from EngageBay by its ID.
- Delete task
Deletes a task from EngageBay by its ID.
- Find companies by keyword
Searches your EngageBay companies by keyword across their default fields and returns the matching companies (up to 100).
- Find Contact
Finds an EngageBay contact by email address.
- Get company
Returns a single EngageBay company by its ID, including its properties, tags, owner and linked contacts.
- Get contact
Returns a single EngageBay contact by its ID, including its properties, tags, lists, companies and score.
- Get deal
Returns a single EngageBay deal by its ID, including its amount, track, milestone, owner, tags and custom properties.
- Get Owners
Returns every user (owner) in the EngageBay account.
- Get Tracks
Returns every deal pipeline (track) and its milestones.
- List companies
Returns the companies in your EngageBay account, up to 100 per run, with their properties, tags and owner.
- List contacts
Returns the contacts in your EngageBay account, with their properties, tags and list memberships.
- List deals
Returns the deals in a deal track, ordered by created time.
- Remove Tag From a Contact
Removes a tag from a contact found by email address.
- Update company
Updates properties on an existing EngageBay company, adding or overwriting only the properties you send and leaving the rest untouched.
- Update contact
Updates the properties of an existing EngageBay contact, including custom fields. Fields left blank keep their current values.
- Update deal
Updates properties (including custom fields) on an existing EngageBay deal without changing its other fields.
- Update task
Updates an existing EngageBay task — its name, description, type, status, due date and linked contacts, companies or deals.
- New Client/Prospect
Triggers when a new client or prospect account is created in PreciseFP.
- New Client/Prospect Staged in Pipeline
Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.
- New Form Engagement Completed
Triggers when a client or prospect completes a PreciseFP form engagement.
- New Form Engagement Created
Triggers when a client or prospect is sent a new PreciseFP form engagement.
- New Form Engagement Opened
Triggers when a client or prospect opens a PreciseFP form engagement.
- New PDF Engagement Completed
Triggers when a PreciseFP PDF engagement is completed (closed).
- New PDF Engagement Created
Triggers when a new PreciseFP PDF engagement is created.
- Close Form Engagement
Closes a PreciseFP form engagement so the client can no longer edit it.
- Create Account
Creates a new PreciseFP client or prospect account with its main client contact.
- Create Form Engagement
Sends a PreciseFP form template to an account's client or co-client as a new form engagement.
- Create Person
Adds a person (such as a child or dependent) to a PreciseFP account's household.
- Delete Account
Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.
- Find Account
Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.
- Find Account by Id
Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.
- Get Form Engagement Data
Returns the answers a client entered in a PreciseFP form engagement, one entry per field.
- List Form Templates
Returns the form templates available to the connected PreciseFP user.
- Move the Account to a Pipeline Stage
Moves a PreciseFP client or prospect account to the chosen pipeline stage.
- Update Account
Updates a PreciseFP client or prospect account's type and main client 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
What our customers say
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Questions
EngageBay Marketing and PreciseFP, answered
What can start an automation from EngageBay Marketing?
Any of EngageBay Marketing's 13 triggers in the catalog, including New Company, New Contact, New Deal and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PreciseFP when something happens in EngageBay Marketing?
Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PreciseFP to EngageBay Marketing?
Yes. When something happens in PreciseFP, your agent can act in EngageBay Marketing too. This page covers both directions: PreciseFP's triggers and EngageBay Marketing's actions are listed here as well.
Do I have to build a connector for EngageBay Marketing or PreciseFP?
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 EngageBay Marketing and PreciseFP 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.