Integration
Connect eWay-CRM and Redash
When New or Updated Company fires in eWay-CRM, your agent runs Create Alert in Redash, or New Dashboard in Redash to Save a Contact in eWay-CRM. 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 Redash 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 eWay-CRM and Redash can do together
From eWay-CRM to Redash
When New or Updated Company in eWay-CRM
then Create Alert in Redash
When New or Updated Contact in eWay-CRM
then Create Dashboard in Redash
From Redash to eWay-CRM
When New Dashboard in Redash
then Save a Contact in eWay-CRM
When New Query in Redash
then Save a Deal in eWay-CRM
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 Redash
Triggers and actions 8 triggers · 29 actions
Trigger
New or Updated CompanyTriggers when a company is created or changed in eWay-CRM.
Trigger
New or Updated ContactTriggers when a contact is created or updated in eWay-CRM.
Trigger
New or Updated DealTriggers when a deal is created or updated in eWay-CRM.
Trigger
New or Updated JournalTriggers when a journal entry is created or updated in eWay-CRM.
Trigger
New or Updated ProjectTriggers when a project is created or updated in eWay-CRM.
Trigger
New or Updated TaskTriggers when a task is created or changed in eWay-CRM.
Action
Find a ContactFinds contacts in eWay-CRM matching an email, name, company or phone number.
Action
Find a DealFinds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.
Action
Find a Drop-Down Menu ValueFinds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.
Action
Find a TaskFinds eWay-CRM tasks matching the subject, status, dates or linked records you supply.
Action
Save a CompanyCreates a new company in eWay-CRM, or updates an existing one when a company ID is given.
Action
Save a ContactCreates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.
Action
Save a DealCreates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.
Action
Save a JournalCreates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.
Action
Save a ProjectCreates a new project in eWay-CRM, or updates an existing project when its ID is given.
Action
Save a TaskCreates a new task in eWay-CRM, or updates an existing task when its ID is supplied.
Trigger
New DashboardTriggers when a new dashboard is created in your Redash site.
Trigger
New QueryTriggers when a new saved query is created in your Redash site.
Action
Archive DashboardArchives a dashboard.
Action
Archive QueryArchives a saved query so it no longer appears in lists.
Action
Create AlertCreates an alert that fires when a query result column meets a condition.
Action
Create DashboardCreates an empty dashboard with the given name.
Action
Create QueryCreates a saved query on one of your Redash data sources.
Action
Delete AlertDeletes an alert.
Action
Get AlertReturns one alert with its condition and current state.
Action
Get DashboardReturns one dashboard and its widgets.
Action
Get JobReturns the status of a query execution job and its result ID once it finishes.
Action
Get QueryReturns one saved query, including its text, data source and latest result ID.
Action
Get Query Cached ResultReturns the latest cached result rows of a query that has no parameters.
Action
Get Query ResultReturns the rows and columns of a query result.
Action
List AlertsReturns every alert in your Redash site with its state.
Action
List DashboardsReturns a page of the dashboards in your Redash site, optionally filtered by search text.
Action
List Data SourcesReturns the data sources your Redash queries can run on.
Action
List QueriesReturns a page of the saved queries in your Redash site, optionally filtered by search text.
Action
Refresh Query ResultsStarts running a saved query, or returns its cached result when a fresh enough one exists.
Action
Update DashboardUpdates a dashboard's name or tags.
Action
Update QueryUpdates the name, text or description of a saved query.
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 Redash, 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 Redash when something happens in eWay-CRM?
Any of Redash's 19 actions, including Create Alert, Create Dashboard, Create Query and Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redash to eWay-CRM?
Yes. When something happens in Redash, your agent can act in eWay-CRM too. This page covers both directions: Redash's triggers and eWay-CRM's actions are listed here as well.
Do I have to build a connector for eWay-CRM or Redash?
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 Redash 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.