Integration
Connect Exayard and Leap CRM
When Assessment Completed fires in Exayard, your agent runs Create Customer in Leap CRM, or New Customer in Leap CRM to Create Project in Exayard. 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 Exayard and Leap 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 Exayard and Leap CRM can do together
From Exayard to Leap CRM
When Assessment Completed in Exayard
then Create Customer in Leap CRM
From Leap CRM to Exayard
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 Exayard and Leap CRM
Triggers and actions 9 triggers · 20 actions
- Assessment Completed
Webhook event assessment.completed.
- Bid Generated
Triggers when a bid document is generated from an approved estimate.
- Bid Won
Webhook event bid.won.
- Estimate Generated
Triggers when an estimate document is generated.
- New Project
Triggers when a new Exayard project is created.
- Project Updated
Webhook event project.updated (name, status or privacy changed).
- Quote Received
Webhook event quote.received.
- Add quote request
Creates a vendor quote request on a project, in requested status.
- Add vendor
Creates a vendor (supplier, subcontractor or rental company) in your Exayard company.
- Create Project
Creates a new project in Exayard.
- Delete project
Deletes (archives) a project in Exayard.
- Get project
Returns a single Exayard project with its name, status, privacy and timestamps.
- List projects
Returns the projects in an Exayard organization, optionally filtered by status or search text.
- List vendors
Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text.
- Send Test Webhook Event
Sends a signed sample event of the chosen type to a webhook endpoint.
- Update project
Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed.
- New Customer
Triggers when a new customer is added in Leap.
- New Job
Triggers when a new job is created in Leap.
- Add Job Note
Adds a note to a Leap job.
- Add job payment
Records a payment against a Leap job, returning the new payment record.
- Create Customer
Creates a customer in Leap with contact details, phone and address.
- Create Job
Creates a job for a Leap customer with a trade and description.
- Create Lead
Creates a lead (prospect) in Leap with a phone number and optional job description.
- Get Customer
Returns one Leap customer by ID, with contact details and address.
- Get Job
Returns one Leap job by ID, including its number, customer and trades.
- Get job financial summary
Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.
- List job workflow history
Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.
- Update Customer
Updates an existing Leap customer's name, email, company or note.
- Update job stage
Moves a Leap job to a different workflow stage.
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
Exayard and Leap CRM, answered
What can start an automation from Exayard?
Any of Exayard's 7 triggers in the catalog, including Assessment Completed, New Project, Project Updated and Quote Received. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Leap CRM when something happens in Exayard?
Any of Leap CRM's 11 actions, including Create Customer, Create Job, Create Lead and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Leap CRM to Exayard?
Yes. When something happens in Leap CRM, your agent can act in Exayard too. This page covers both directions: Leap CRM's triggers and Exayard's actions are listed here as well.
Do I have to build a connector for Exayard or Leap 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 Exayard and Leap 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.