Integration
Connect Force24 and RiskAdvisor
When Contact Added to Marketing List fires in Force24, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Contact to Marketing List in Force24. 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 Force24 and RiskAdvisor 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 Force24 and RiskAdvisor can do together
From Force24 to RiskAdvisor
When Contact Added to Marketing List in Force24
then Add Notes in RiskAdvisor
From RiskAdvisor to Force24
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 Force24 and RiskAdvisor
Triggers and actions 16 triggers · 32 actions
- Contact Added to Marketing List
Triggers when a contact is added to a chosen marketing list.
- Contact Removed From Marketing List
Triggers when a contact is removed from a chosen marketing list.
- Deleted contact
Triggers when a contact is deleted in Force24, returning the deleted contact's ID.
- New Contact
Triggers when a contact is created in Force24.
- New email bounce
Triggers when an email sent from Force24 bounces (hard, soft or spam).
- New email click
Triggers when a contact clicks a link in a Force24 email campaign.
- New email open
Triggers when a contact opens a Force24 email campaign.
- New email unsubscribe
Triggers when a contact unsubscribes from a Force24 email campaign.
- Updated Contact
Triggers when a contact is created or updated in Force24.
- Add Contact to Marketing List
Adds a contact to a marketing list.
- Create Contact
Creates a new contact in Force24 with the given email address and field values.
- Create Marketing List
Creates a new marketing list.
- Delete Contact
Deletes a contact from Force24.
- Delete marketing list
Deletes a marketing list from Force24.
- Find or Create a Contact
Updates the contact with this email address, or creates it when none exists.
- Get email campaign
Returns the details of a Force24 email campaign, including its name, subject, sender, send type and tags.
- Get email campaign stats
Returns delivery, open, click, bounce and unsubscribe statistics for an email campaign, optionally limited to a date range.
- Get marketing list
Returns the details of a marketing list, including its name, creation date and contact counts.
- List email campaigns
Returns the email campaigns in your Force24 account, up to 500 at a time.
- List Marketing Lists
Returns your Force24 marketing lists, optionally filtered by name.
- List SMS campaigns
Returns the SMS campaigns in your Force24 account, up to 500, optionally sorted by created or modified date.
- List subscription preferences
Returns all subscription preferences defined in your Force24 account.
- Remove Contact From Marketing List
Removes a contact from a marketing list.
- Update Contact
Updates the field values of an existing contact, found by its ID, email address or external ID.
- Update marketing list
Updates the name and test flag of an existing Force24 marketing list.
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
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
More from Force24
Force24 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Force24 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Force24 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Force24 to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Force24 to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Force24 to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into RiskAdvisor
Google Drive to RiskAdvisorGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RiskAdvisorMailchimp marketing automation and email platform.
Questions
Force24 and RiskAdvisor, answered
What can start an automation from Force24?
Any of Force24's 9 triggers in the catalog, including Contact Added to Marketing List, Contact Removed From Marketing List, New Contact and New email bounce. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Force24?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to Force24?
Yes. When something happens in RiskAdvisor, your agent can act in Force24 too. This page covers both directions: RiskAdvisor's triggers and Force24's actions are listed here as well.
Do I have to build a connector for Force24 or RiskAdvisor?
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 Force24 and RiskAdvisor 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.