--- title: "Connect Exayard and Overloop.ai - APIANT.ai" description: "When \"Assessment Completed\" fires in Exayard, your agent runs \"Add list\" in Overloop.ai, or \"List Created\" in Overloop.ai to \"Create Project\" in Exayard." canonical: "https://apiant.ai/connect/exayard-to-overloop-ai" --- # Connect Exayard and Overloop.ai When **Assessment Completed** fires in [Exayard](https://apiant.ai/connections/exayard), your agent runs **Add list** in [Overloop.ai](https://apiant.ai/connections/overloop-ai), or **List Created** in Overloop.ai to **Create Project** in Exayard. Describe the whole flow and it is built, tested on every scenario and kept running. Exayard **7** triggers Exayard **9** actions Overloop.ai **2** triggers Overloop.ai **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Exayard and Overloop.ai to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Exayard and Overloop.ai can do together ### From Exayard to Overloop.ai - When **Assessment Completed** in Exayard then **Add list** in Overloop.ai - When **New Project** in Exayard then **Add Prospect to Campaign** in Overloop.ai ### From Overloop.ai to Exayard - When **List Created** in Overloop.ai then **Create Project** in Exayard - When **New Exclusion List Item** in Overloop.ai then **Send Test Webhook Event** in 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 Overloop.ai ## Triggers and actions 9 triggers · 26 actions - Trigger **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. - Trigger **List Created** Triggers when a new list is created in Overloop.ai. - Trigger **New Exclusion List Item** Triggers when a new email address or domain is added to your Overloop exclusion list. - Action **Add list** Creates a new prospect or organization list in Overloop. - Action **Add Prospect to Campaign** Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment. - Action **Create Organization** Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields. - Action **Create Prospect** Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect. - Action **Delete list** Permanently deletes a list in Overloop. Prospects that were in the list are kept. - Action **Delete organization** Permanently deletes an organization in Overloop.ai. This cannot be undone. - Action **Delete prospect** Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone. - Action **Enroll Prospect** Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time. - Action **Exclude Prospect** Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list. - Action **Get organization** Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values. - Action **Get prospect** Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found. - Action **List automations** Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status. - Action **List users** Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users. - Action **Search List** Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists. - Action **Search Organization** Returns the organizations in Overloop.ai that match the name, website, email or other details you specify. - Action **Search Prospect** Returns the prospects that match the email, name, job title, location or engagement status you specify. - Action **Update list** Renames an existing Overloop list and returns the updated list. ## Each app on its own - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) - [ **Overloop.ai** Overloop.ai is an AI-powered Sales Automation Platform that runs all your outbound campaigns 100%...](https://apiant.ai/connections/overloop-ai) Reviews ## What our customers say ## More from Exayard - [ **Exayard to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exayard-to-hubspot) - [ **Exayard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exayard-to-salesforce) - [ **Exayard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exayard-to-slack) - [ **Exayard to Google Sheets** Google Sheets](https://apiant.ai/connect/exayard-to-google-sheets) - [ **Exayard to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exayard-to-gmail) - [ **Exayard to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exayard-to-google-calendar) ## More into Overloop.ai - [ **HubSpot to Overloop.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-overloop-ai) - [ **Google Sheets to Overloop.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-overloop-ai) - [ **Gmail to Overloop.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-overloop-ai) - [ **Google Calendar to Overloop.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-overloop-ai) - [ **Google Drive to Overloop.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-overloop-ai) - [ **Mailchimp to Overloop.ai** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-overloop-ai) Questions ## Exayard and Overloop.ai, 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 Overloop.ai when something happens in Exayard? Any of Overloop.ai's 17 actions, including Create Organization, Create Prospect, Update list and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Overloop.ai to Exayard? Yes. When something happens in Overloop.ai, your agent can act in Exayard too. This page covers both directions: Overloop.ai's triggers and Exayard's actions are listed here as well. ### ### Do I have to build a connector for Exayard or Overloop.ai? 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 Overloop.ai 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.