Integration
Connect Ezekia to RAYNET CRM
When Candidate Added to Assignment fires in Ezekia, your agent runs Add Activity - Email in RAYNET 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 Ezekia and RAYNET 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 Ezekia can start in RAYNET CRM
When Candidate Added to Assignment in Ezekia
then Add Activity - Email in RAYNET 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 Ezekia and RAYNET CRM
Triggers and actions 41 triggers · 198 actions
- Assignment Converted to List
Triggers when an assignment is converted to a list in Ezekia, returning the new list.
- Assignment Converted to Opportunity
Triggers when a project appears as an opportunity in Ezekia, such as an assignment converted to an opportunity (newest updated first).
- Candidate Added to Assignment
Triggers when a person is added as a candidate to the selected Ezekia assignment.
- Candidate Pipeline Status Changed
Triggers when a candidate on an Ezekia assignment or project is added or has their pipeline status changed.
- Company Off-Limits Created
Triggers when a new off-limits agreement is created for a company.
- Company Off-Limits Updated
Triggers when a company off-limits agreement is updated in Ezekia.
- Company Status Changed
Triggers when a company's status changes in Ezekia, returning the company record with its new status.
- Company Updated
Triggers when a company in Ezekia is updated.
- Fixed Fee Locked
Triggers when a fixed fee is locked in Ezekia.
- Fixed Fee Unlocked
Triggers when a billing fixed fee is unlocked (an edited fixed fee that is no longer locked) in Ezekia.
- Fixed Fee Updated
Triggers when a fixed fee is created or updated in Ezekia billing.
- Invoice Locked
Triggers when an invoice in Ezekia is locked. Returns the locked invoice with its amounts, dates, status and project.
- Invoice Status Changed
Triggers when an invoice's status tag changes in Ezekia.
- Invoice Unlocked
Triggers when an Ezekia invoice is unlocked (its locked date is cleared and the invoice is modified).
- Invoice Updated
Triggers when an invoice is created or changed in Ezekia billing, returning the full invoice record.
- List Converted to Opportunity
Triggers when a list in Ezekia becomes an opportunity, returning the opportunity project record.
- Meeting Updated
Triggers when a meeting in Ezekia is created or changed, checking the most recently updated meetings.
- New Company Created
Triggers when a new company is created in Ezekia.
- New Fixed Fee Created
Triggers when a new fixed fee is created in Ezekia.
- New Invoice Created
Triggers when a new invoice is created in Ezekia.
- New Meeting Created
Triggers when a new meeting is created in Ezekia.
- New Person Created
Triggers when a new person is created in Ezekia.
- New Project Created
Triggers when a new assignment, opportunity or list is created in Ezekia.
- New Revenue Created
Triggers when a new revenue is added to a project's billing in Ezekia.
- New Task Created
Triggers when a new task is created in Ezekia, returning the task with its owner, due date, tags and linked records.
- Opportunity Completion Changed
Triggers when an opportunity in Ezekia is updated, such as when its completion percentage changes. Returns the opportunity.
- Opportunity Converted to Assignment
Triggers when a project becomes an assignment in Ezekia, such as an opportunity converted to an assignment.
- Opportunity Converted to List
Triggers when a list appears in Ezekia, such as when an opportunity is converted to a list.
- Person Added to List
Triggers when a person is added to an Ezekia list.
- Person Off-Limits Created
Triggers when a new off-limits agreement is created for a person in Ezekia.
- Person Off-Limits Updated
Triggers when an off-limits agreement on a person is created or updated in Ezekia.
- Person Updated
Triggers when a person record in Ezekia is created or updated.
- Project Archived
Triggers when a project (assignment, opportunity or list) is archived in Ezekia.
- Project Deleted
Triggers when a project (assignment, opportunity or list) is deleted or archived in Ezekia. Projects removed permanently can't be detected; only archived ones are returned.
- Project Status Changed
Triggers when a project in Ezekia is updated, such as when its status changes.
- Project Updated
Triggers when a project (assignment, opportunity or list) in Ezekia is updated.
- Revenue Locked
Triggers when a revenue item in Ezekia billing is locked.
- Revenue Status Changed
Triggers when a revenue's billing status tag changes (or a new revenue appears) in Ezekia.
- Revenue Unlocked
Triggers when a locked revenue item in Ezekia billing is unlocked.
- Revenue Updated
Triggers when a revenue item in Ezekia is created or updated.
- Task Updated
Triggers when a task is created or updated in Ezekia, returning the task with its title, owner, due date, tags and linked records.
- Add Billing Contact
Adds a person as the billing contact on an Ezekia project and returns that person's record.
- Add Completion to Opportunity
Sets the completion percentage on an Ezekia opportunity.
- Add Person to List
Adds a person to an Ezekia list.
- Add Status to Company
Adds a status tag to a company in Ezekia, or updates the company's existing status.
- Add Status to Project
Adds or updates the status tag on an Ezekia project.
- Create Company
Creates a company in Ezekia.
- Create Fixed Fee
Creates a fixed fee on a project's billing in Ezekia.
- Create Invoice
Creates an invoice in the billing section of an Ezekia project.
- Create Meeting
Creates a meeting in Ezekia, optionally linked to assignments, opportunities, people or companies.
- Create Person
Creates a person in Ezekia.
- Create Revenue
Creates a revenue entry in the billing of an Ezekia project, with its amount, date, status tag and probability.
- Find Company by ID
Returns one Ezekia company by its ID.
- Find Company by Name
Finds Ezekia companies whose name matches the text.
- Find Company Off-Limits
Returns the off-limits agreement currently applied to a company, if any.
- Find Opportunity by Project Id
Returns the Ezekia opportunity (project) with the given project ID, including its title, owner, dates and relationships.
- Find Person by Email Address
Finds Ezekia people by one of their email addresses.
- Find Person by ID
Returns one Ezekia person record by its ID.
- Find Person by Phone
Finds Ezekia people by phone number.
- Find Project Billing by ID
Returns the billing information for a project, including its billing contacts, revenues, invoices and fixed fees.
- Find Project by ID
Returns one Ezekia project (assignment, opportunity or list) by its ID.
- Find Project by Name
Finds Ezekia assignments or opportunities whose name matches the text.
- Find Project Candidates by ID
Returns the candidates on an Ezekia project with their pipeline tags.
- Import People Email
Logs an email against an Ezekia person.
- Lock Fixed Fee
Locks a fixed fee on a project's billing so it can no longer be edited, and returns the locked fixed fee.
- Lock Invoice
Locks an invoice in Ezekia, assigning its invoice number, due date and template and generating the invoice document.
- Lock Revenue
Locks a revenue item on a project's billing in Ezekia so it can no longer be edited, and returns the locked revenue.
- Remove Billing Contact
Removes a person from a project's billing contacts in Ezekia.
- Remove Company Off Limits
Removes an off-limits agreement from a company, so the company is no longer off limits.
- Remove Education From Person
Removes an education entry from an Ezekia person.
- Remove Person From List
Removes a person from an Ezekia list.
- Remove Person Off Limits
Removes an off-limits agreement from a person in Ezekia, so the person is no longer marked off limits.
- Remove Position From Person
Removes a position from an Ezekia person.
- Unlock Fixed Fee
Unlocks a locked fixed fee on a project's billing so it can be edited again.
- Unlock Invoice
Unlocks a locked invoice in Ezekia so it can be edited again, and returns the updated invoice.
- Unlock Revenue
Unlocks a locked revenue item in Ezekia so it can be edited again.
- Update Company
Updates a company in Ezekia.
- Update Company Off Limits
Updates an existing company off-limits agreement in Ezekia, changing its company search term, match type, end date or description.
- Update Fixed Fee
Updates an existing fixed fee on a project's billing, such as its amount, status tag, recipient, due date or note.
- Update Invoice
Updates an existing invoice on a project's billing, replacing its line items, total, dates, status tag and splits.
- Update Meeting
Updates an existing Ezekia meeting's title, time, attendees, status tags and other details, and returns the updated meeting.
- Update Person
Updates a person in Ezekia.
- Update Person Education
Updates an education entry on an Ezekia person.
- Update Person Off Limits
Updates an existing off-limits agreement for a person, changing its end date or description.
- Update Person Position
Updates a position on an Ezekia person.
- Update Project
Updates an assignment, opportunity or list in Ezekia.
- Update Task
Updates an existing Ezekia task's title, due date, owners, status tags, assignees, note, recurrence and linked records.
- Add Activity - Call
Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
- Add Activity - Email
Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Event
Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Letter
Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Mass Email
Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
- Add Activity - Meeting
Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
- Add Activity - Task
Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
- Add Address to Contact - Account
Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
- Add Attachment
Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
- Add Business - Deal
Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.
- Add Business - Price List
Creates a new price list in RAYNET CRM and returns its id.
- Add Business - Product
Creates a new product in the RAYNET CRM product catalog.
- Add Business - Project
Creates a new project for an account in RAYNET CRM and returns its ID.
- Add Business - Quote
Creates a new quote (offer) for an account and deal in RAYNET CRM.
- Add Business - Sales Order
Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
- Add Contact - Account
Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
- Add Contact - Contact
Creates a new contact (person) in RAYNET CRM and returns its ID.
- Add Contact - Lead
Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
- Add DMS - Document
Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
- Add DMS - Folder
Creates a new folder in RAYNET Documents, optionally inside a parent folder.
- Add Invoice
Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.
- Add Item to Business - Deal
Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
- Add Item to Business - Quote
Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
- Add Item to Business - Sales Order
Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
- Add Participant to Business - Deal
Adds an account or a contact as a participant on a deal.
- Add Participant to Business - Project
Adds an account or contact as a participant on a RAYNET project.
- Add Tag to Contact - Account
Adds one or more tags to an account in RAYNET CRM.
- Add Tag to Contact - Contact
Adds one or more tags to a contact in RAYNET CRM.
- Delete Activity - Call
Deletes a call activity from RAYNET CRM.
- Delete Activity - Email
Deletes an email activity from RAYNET CRM.
- Delete Activity - Letter
Deletes a letter activity from RAYNET CRM.
- Delete Activity - Mass Email
Deletes a mass email activity from RAYNET CRM.
- Delete Activity - Meeting
Deletes a meeting activity from RAYNET CRM.
- Delete Activity - Task
Deletes a task activity from RAYNET CRM.
- Delete Address From Contact - Account
Deletes an address from an account. The account's primary address cannot be deleted.
- Delete Business - Deal
Deletes a deal from RAYNET CRM.
- Delete Business - Price List
Deletes a price list from RAYNET CRM.
- Delete Business - Product
Deletes a product from the RAYNET CRM product catalog.
- Delete Business - Project
Deletes a project from RAYNET CRM.
- Delete Business - Quote
Deletes a quote (offer) from RAYNET CRM.
- Delete Business - Sales Order
Deletes a sales order in RAYNET CRM.
- Delete Contact - Account
Deletes an account (company) from RAYNET CRM.
- Delete Contact - Contact
Deletes a contact (person) from RAYNET CRM.
- Delete Contact - Lead
Deletes a lead from RAYNET CRM.
- Delete DMS - Document
Deletes a document from the RAYNET CRM document management system.
- Delete Invoice
Deletes an invoice from RAYNET CRM.
- Delete Item of Business - Deal
Deletes a product line item from a deal.
- Delete Item of Business - Quote
Deletes an item (product line) from a quote in RAYNET CRM.
- Delete Item of Business - Sales Order
Deletes an item (product line) from a sales order in RAYNET CRM.
- Delete Participant From Business - Deal
Removes a participant from a deal in RAYNET CRM.
- Delete Participant From Business - Project
Removes a participant from a project in RAYNET CRM.
- Delete Tag From Contact - Account
Removes one or more tags from an account in RAYNET CRM.
- Delete Tag From Contact - Contact
Removes one or more tags from a contact in RAYNET CRM.
- Detail of Activity - Call
Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
- Detail of Activity - Email
Returns the details of an email activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Event
Returns the full details of an event activity, including its participants and custom fields.
- Detail of Activity - Letter
Returns the details of a letter activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Mass Email
Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
- Detail of Activity - Meeting
Returns the details of a meeting activity in RAYNET CRM, including its custom fields.
- Detail of Activity - Task
Returns the full details of a task activity in RAYNET CRM, including its custom fields.
- Detail of Business - Deal
Returns the full details of a deal, including its items and custom fields.
- Detail of Business - Price List
Returns the details of a price list, including its items and product prices.
- Detail of Business - Product
Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
- Detail of Business - Project
Returns the full details of a RAYNET project, including its custom fields.
- Detail of Business - Quote
Returns the full details of a quote (offer), including its items and custom fields.
- Detail of Business - Sales Order
Returns the full details of a sales order, including its items, addresses, tags and custom fields.
- Detail of Contacts - Account
Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
- Detail of Contacts - Contact
Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
- Detail of Contacts - Lead
Returns the full details of a lead, including its custom fields.
- Detail of DMS - Document
Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.
- Detail of Invoice
Returns the full details of an invoice, including its items, payments and custom fields.
- Invalidate Business - Deal
Marks a deal in RAYNET CRM as invalid.
- Invalidate Business - Product
Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.
- Invalidate Business - Project
Marks a project as invalid in RAYNET CRM.
- Invalidate Business - Quote
Marks a quote (offer) in RAYNET CRM as invalid.
- Invalidate Business - Sales Order
Marks an existing sales order as invalid in RAYNET CRM.
- Invalidate Contact - Account
Marks a RAYNET CRM account as invalid.
- Invalidate Contact - Contact
Marks a contact as invalid in RAYNET CRM.
- Invalidate DMS - Document
Marks a document in the RAYNET CRM document store as invalid.
- List of Activities - Events
Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
- List of Activities - Letters
Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
- List of Activities - Mass Email
Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
- List of Activities - Meetings
Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
- List of Activities - Tasks
Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
- List of Business - Deals
Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
- List of Business - Price Lists
Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
- List of Contacts - Accounts
Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
- List of Contacts - Contacts
Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
- List of DMS - Folders and Files
Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
- List of Participants of Business - Deal
Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.
- List of Participants of Business - Project
Returns the participants (accounts and contacts) of a project, with their category and note.
- Lock Activity - Call
Locks a call activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Email
Locks an email activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Event
Locks a RAYNET CRM event so it can no longer be edited.
- Lock Activity - Letter
Locks a letter activity in RAYNET CRM so it can no longer be edited.
- Lock Activity - Meeting
Locks a meeting in RAYNET CRM so it can no longer be edited.
- Lock Activity - Task
Locks a task in RAYNET CRM so it can no longer be edited.
- Lock Business - Deal
Locks a deal in RAYNET CRM so it can no longer be edited.
- Lock Business - Price List
Locks a price list in RAYNET CRM so it can no longer be edited.
- Lock Business - Project
Locks a RAYNET CRM project so its record can no longer be edited.
- Lock Business - Quote
Locks a quote in RAYNET CRM so it can no longer be edited.
- Lock Contact - Account
Locks an account in RAYNET CRM so its record cannot be edited.
- Lock Contact - Contact
Locks a contact record in RAYNET CRM so it cannot be edited.
- Lock Contact - Lead
Locks a lead in RAYNET CRM so it cannot be edited.
- Lock Contact - Sales Order
Locks a sales order in RAYNET CRM so it can no longer be edited.
- Lock DMS - Document
Locks a DMS document in RAYNET CRM so it cannot be edited.
- Lock Invoice
Locks an invoice in RAYNET CRM so it can no longer be edited.
- Modifying Activity - Call
Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
- Modifying Activity - Email
Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
- Modifying Activity - Event
Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Letter
Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Mass Email
Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
- Modifying Activity - Meeting
Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Activity - Task
Updates an existing task in RAYNET CRM, changing only the details you fill in.
- Modifying Business - Deal
Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Business - Price List
Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
- Modifying Business - Product
Modifies an existing product's code, name, pricing, category, tags and custom fields.
- Modifying Business - Project
Updates an existing project in RAYNET CRM, changing only the details you fill in.
- Modifying Business - Quote
Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
- Modifying Business - Sales Order
Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Account
Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Contact
Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
- Modifying Contacts - Lead
Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
- Modifying DMS - Document
Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
- Modifying Invoice
Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
- Modify Item of Business - Deal
Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
- Modify Item of Business - Quote
Updates an item (product line) on an existing quote (offer) in RAYNET CRM.
- Modify Item of Business - Sales Order
Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
- Renew Validity of Business - Deal
Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.
- Renew Validity of Business - Product
Renews the validity of a product that was previously marked invalid, making it usable again.
- Renew Validity of Business - Project
Renews the validity of a previously invalidated project in RAYNET CRM.
- Renew Validity of Business - Quote
Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.
- Renew Validity of Business - Sales Order
Renews the validity of a previously invalidated sales order in RAYNET CRM.
- Renew Validity of Contact - Account
Renews the validity of an invalidated account in RAYNET CRM.
- Renew Validity of Contact - Contact
Renews the validity of a previously invalidated contact in RAYNET CRM.
- Renew Validity of DMS - Document
Renews the validity of a previously invalidated document in the RAYNET CRM document management system.
- Unlock Activity - Call
Unlocks a locked call activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Email
Unlocks an email activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Event
Unlocks a locked event activity in RAYNET CRM so it can be edited again.
- Unlock Activity - Letter
Unlocks a locked letter activity so it can be edited again.
- Unlock Activity - Meeting
Unlocks a RAYNET meeting activity so it can be edited again.
- Unlock Activity - Task
Unlocks a locked task in RAYNET CRM so it can be edited again.
- Unlock Business - Deal
Unlocks a locked deal so it can be edited again.
- Unlock Business - Price List
Unlocks a price list in RAYNET CRM so it can be edited again.
- Unlock Business - Project
Unlocks a locked project in RAYNET CRM so it can be edited again.
- Unlock Business - Quote
Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
- Unlock Contact - Account
Unlocks an account record in RAYNET CRM so it can be edited again.
- Unlock Contact - Contact
Unlocks a locked contact in RAYNET CRM so it can be edited again.
- Unlock Contact - Lead
Unlocks a locked lead in RAYNET CRM so it can be edited again.
- Unlock Contact - Sales Order
Unlocks a sales order in RAYNET CRM so it can be edited again.
- Unlock DMS - Document
Unlocks a DMS document in RAYNET CRM so it can be edited again.
- Unlock Invoice
Unlocks an invoice in RAYNET CRM so it can be edited again.
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
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Questions
Ezekia and RAYNET CRM, answered
What can start an automation from Ezekia?
Any of Ezekia's 41 triggers in the catalog, including Candidate Added to Assignment, Candidate Pipeline Status Changed, Company Off-Limits Created and Company Off-Limits Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RAYNET CRM when something happens in Ezekia?
Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RAYNET CRM to Ezekia?
RAYNET CRM has no triggers in the catalog today, so automations start in Ezekia. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it.
Do I have to build a connector for Ezekia or RAYNET 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 Ezekia and RAYNET 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.