Integration
Connect eWay-CRM to Connectif
When New or Updated Company fires in eWay-CRM, your agent runs Get contact in Connectif. 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 eWay-CRM and Connectif 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 eWay-CRM can start in Connectif
When New or Updated Company in eWay-CRM
then Get contact in Connectif
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 eWay-CRM and Connectif
Triggers and actions 6 triggers · 29 actions
- New or Updated Company
Triggers when a company is created or changed in eWay-CRM.
- New or Updated Contact
Triggers when a contact is created or updated in eWay-CRM.
- New or Updated Deal
Triggers when a deal is created or updated in eWay-CRM.
- New or Updated Journal
Triggers when a journal entry is created or updated in eWay-CRM.
- New or Updated Project
Triggers when a project is created or updated in eWay-CRM.
- New or Updated Task
Triggers when a task is created or changed in eWay-CRM.
- Find a Contact
Finds contacts in eWay-CRM matching an email, name, company or phone number.
- Find a Deal
Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.
- Find a Drop-Down Menu Value
Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.
- Find a Task
Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.
- Save a Company
Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.
- Save a Contact
Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.
- Save a Deal
Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.
- Save a Journal
Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.
- Save a Project
Creates a new project in eWay-CRM, or updates an existing project when its ID is given.
- Save a Task
Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.
- Add export
Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.
- Add import
Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.
- Add purchase
Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.
- Delete contact
Deletes a contact from your Connectif store, identified by their email address.
- Delete product
Deletes a product from Connectif using the identifier your store assigned to it.
- Delete purchase
Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.
- Get contact
Returns a Connectif contact by email address, including system fields and the account's custom contact fields.
- Get export
Returns an export's details, including its status, progress and, once it has finished, a link to download the file.
- Get import
Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.
- Get product
Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.
- Get purchase
Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.
- Get store
Returns the details of the Connectif store your account is connected to, including its name, alias and organization.
- Get workflow
Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.
- List contact fields
Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.
- List coupon sets
Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.
- List exports
Returns the exports in the Connectif account, with each export's type, status, progress and download link.
- List imports
Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.
- List workflows
Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.
- Update product
Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.
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 eWay-CRM
eWay-CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
eWay-CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
eWay-CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
eWay-CRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
eWay-CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
eWay-CRM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Connectif
Questions
eWay-CRM and Connectif, answered
What can start an automation from eWay-CRM?
Any of eWay-CRM's 6 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Deal and New or Updated Journal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Connectif when something happens in eWay-CRM?
Any of Connectif's 19 actions, including Update product, Add export, Add import and Add purchase. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Connectif to eWay-CRM?
Connectif has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Connectif's API documentation and adds it.
Do I have to build a connector for eWay-CRM or Connectif?
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 eWay-CRM and Connectif 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.