Integration
Connect Escrow and NotePM
When Transaction updated (instant) fires in Escrow, your agent runs Create Comment in NotePM, or New Comment in NotePM to Add customer in Escrow. 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 Escrow and NotePM 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 Escrow and NotePM can do together
From Escrow to NotePM
When Transaction updated (instant) in Escrow
then Create Comment in NotePM
When Transaction updated (instant) in Escrow
then Create Note in NotePM
From NotePM to Escrow
When New Comment in NotePM
then Add customer in Escrow
When New Note in NotePM
then Update customer in Escrow
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 Escrow and NotePM
Triggers and actions 5 triggers · 24 actions
Trigger
Transaction updated (instant)Fires when Escrow.com posts a webhook update for a transaction the account is party to (e.g. status/state change during the escrow lifecycle).
Action
Add customerCreate a new customer record on Escrow.com to be used as a party (buyer/seller/broker) in a transaction.
Action
Add transactionCreate a new escrow transaction with parties, items, and payment schedule.
Action
Cancel transactionCancel an escrow transaction that has not yet completed.
Action
Get transactionFetch the current details and status of an escrow transaction by ID.
Action
List partner transactionsList transactions where the caller is acting as the broker/partner rather than a direct party.
Action
Update customerUpdate details on an existing Escrow.com customer record.
Trigger
New CommentTriggers when a new comment is added to a NotePM page.
Trigger
New NoteTriggers when a new note is created in your NotePM team.
Trigger
New PageTriggers when a new page is created in NotePM.
Trigger
New Page or Updated PageTriggers when a NotePM page is created or updated.
Action
Archive NoteArchives a NotePM note.
Action
Create CommentAdds a comment to a NotePM page.
Action
Create FolderCreates a folder in a NotePM note.
Action
Create NoteCreates a note in your NotePM team.
Action
Create PageCreates a page in a NotePM note.
Action
Create TagCreates a tag in NotePM.
Action
Delete NoteDeletes a NotePM note.
Action
Delete PageDeletes a NotePM page.
Action
Get NoteReturns one NotePM note by its note code, including its name, description, scope and members.
Action
Get PageReturns one NotePM page with its title, body and tags.
Action
Get UserReturns one NotePM user by user code.
Action
List FoldersReturns the folders in a NotePM note.
Action
List NotesReturns the notes in your NotePM team.
Action
List TagsReturns the tags in your NotePM team with their page counts.
Action
List UsersReturns the users in your NotePM team.
Action
Search PagesSearches NotePM pages by text, note or tag.
Action
Update NoteUpdates a NotePM note's name, description or scope.
Action
Update PageUpdates a NotePM page's title or body.
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
Escrow and NotePM, answered
What can start an automation from Escrow?
Any of Escrow's 1 trigger in the catalog, including Transaction updated (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in NotePM when something happens in Escrow?
Any of NotePM's 18 actions, including Create Comment, Create Folder, Create Note and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NotePM to Escrow?
Yes. When something happens in NotePM, your agent can act in Escrow too. This page covers both directions: NotePM's triggers and Escrow's actions are listed here as well.
Do I have to build a connector for Escrow or NotePM?
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 Escrow and NotePM 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.