Integration
Connect Eventmaker and Perfex CRM
When Created Contact fires in Eventmaker, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Get contact in Eventmaker. 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 Eventmaker 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 Eventmaker and Perfex CRM can do together
From Eventmaker to Perfex CRM
When Created Contact in Eventmaker
then Create Customer in Perfex CRM
When New Checkin in Eventmaker
then Create Invoice in Perfex CRM
From Perfex CRM to Eventmaker
When New Contract in Perfex CRM
then Get contact in Eventmaker
When New Estimate in Perfex CRM
then List contacts in Eventmaker
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 Eventmaker and Perfex CRM
Triggers and actions 18 triggers · 24 actions
Trigger
Created ContactTriggers when a new contact is created in your Eventmaker account.
Trigger
Deleted GuestTriggers when a guest is deleted from an Eventmaker event.
Trigger
New CheckinTriggers when a guest is checked in at a check-in point of an Eventmaker event.
Trigger
New GuestTriggers when a new guest is added to an Eventmaker event, whatever their status.
Trigger
Opt-in/Opt-Out ContactTriggers when a contact opts in to or out of account campaigns.
Trigger
Opt-in/Opt-Out GuestTriggers when a guest opts in to or out of event or account campaigns.
Trigger
Registered GuestTriggers when a guest of an Eventmaker event gets a new registration status, such as registered.
Trigger
Updated ContactTriggers when a contact in your Eventmaker account is updated.
Trigger
Updated GuestTriggers when a guest of an Eventmaker event is updated.
Action
Add promo codeCreates a promo code for an Eventmaker event, with its discount amount, usage limits and label.
Action
Create GuestCreates a new guest in an Eventmaker event.
Action
Delete guestDeletes a guest from an Eventmaker event.
Action
Find GuestFinds guests of an Eventmaker event by a search term or by their UID.
Action
Get contactReturns a single contact from your Eventmaker account, including its custom contact field values.
Action
Get eventReturns the details of an Eventmaker event, including its title, dates, organizer and settings.
Action
List contactsReturns the contacts in your Eventmaker account, optionally filtered by a search text or creation date range.
Action
List eventsReturns the events in your Eventmaker account, optionally filtered by status, dates or search text.
Action
List guest categoriesReturns all guest categories of an Eventmaker event, with their names, prices and registration settings.
Action
Update GuestUpdates a guest in an Eventmaker event. Only the fields you fill in are changed.
Trigger
New ContractTriggers when a new contract is added in Perfex CRM.
Trigger
New EstimateTriggers when a new estimate is added in Perfex CRM.
Trigger
New InvoiceTriggers when a new invoice is added in Perfex CRM.
Trigger
New LeadTriggers when a new lead is added in Perfex CRM.
Trigger
New PaymentTriggers when a new payment is added in Perfex CRM.
Trigger
New ProjectTriggers when a new project is added in Perfex CRM.
Trigger
New ProposalTriggers when a new proposal is added in Perfex CRM.
Trigger
New TaskTriggers when a new task is added in Perfex CRM.
Trigger
New TicketTriggers when a new support ticket is added in Perfex CRM.
Action
Create ContractCreates a contract in Perfex CRM.
Action
Create CustomerCreates a customer (company) in Perfex CRM.
Action
Create EstimateCreates a estimate in Perfex CRM.
Action
Create InvoiceCreates an invoice for a customer in Perfex CRM.
Action
Create LeadCreates a lead in Perfex CRM.
Action
Create ProjectCreates a project in Perfex CRM.
Action
Create ProposalCreates a proposal in Perfex CRM.
Action
Create TaskCreates a task in Perfex CRM.
Action
Create TicketCreates a support ticket in Perfex CRM.
Action
Create TimesheetCreates a timesheet entry in Perfex CRM.
Action
Find contacts by keywordReturns the Perfex CRM contacts whose name, email or phone match a keyword.
Action
Find invoices by keywordReturns the invoices in Perfex CRM that match a search keyword.
Action
Find leads by keywordReturns the leads whose details match a search keyword, such as a name, email or company.
Action
Update ticketUpdates 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
What our customers say
More from Eventmaker
Eventmaker to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Eventmaker to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Eventmaker to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Eventmaker to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Eventmaker to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Eventmaker to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Perfex CRM
HubSpot to Perfex CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Perfex CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Perfex CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Perfex CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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
Eventmaker and Perfex CRM, answered
What can start an automation from Eventmaker?
Any of Eventmaker's 9 triggers in the catalog, including Created Contact, New Checkin, New Guest and Updated Contact. 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 Eventmaker?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Eventmaker?
Yes. When something happens in Perfex CRM, your agent can act in Eventmaker too. This page covers both directions: Perfex CRM's triggers and Eventmaker's actions are listed here as well.
Do I have to build a connector for Eventmaker 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 Eventmaker 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.