Integration
Connect eWay-CRM to Pascal
When New or Updated Company fires in eWay-CRM, your agent runs Generate & Email a Case Report in Pascal. 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 Pascal 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 Pascal
When New or Updated Company in eWay-CRM
then Generate & Email a Case Report in Pascal
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 Pascal
Triggers and actions 6 triggers · 22 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.
- Create a Business Case
Creates a Business case in Pascal and screens it immediately, returning the case with its search results.
- Create a Client
Create a new client in Pascal — an organisation-level record that groups related screening cases.
- Find a Case
Returns up to 100 cases that match the search text and any other filters you set.
- Generate & Email a Case Report
Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.
- Get case
Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.
- Get client
Fetches a client by ID. An error occurs if the client is not found.
- Link clients
Link a Pascal client to one or more other clients.
- List cases
Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.
- List clients
List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.
- Unlink clients
Unlink a client from one or more other clients in Pascal.
- Update a Case
Updates an existing case by ID. Only the fields you fill in are changed.
- Update a Client
Updates an existing client by ID. 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
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Questions
eWay-CRM and Pascal, 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 Pascal when something happens in eWay-CRM?
Any of Pascal's 12 actions, including Create a Business Case, Create a Client, Update a Case and Update a Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pascal to eWay-CRM?
Pascal has no triggers in the catalog today, so automations start in eWay-CRM. If you need the other direction, ask: your agent reads Pascal's API documentation and adds it.
Do I have to build a connector for eWay-CRM or Pascal?
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 Pascal 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.