Integration
Connect Frill and Perfex CRM
When New Comment fires in Frill, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Update Comment in Frill. 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 Frill and Perfex 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 Frill and Perfex CRM can do together
From Frill to Perfex CRM
When New Comment in Frill
then Create Customer in Perfex CRM
From Perfex CRM to Frill
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 Frill and Perfex CRM
Triggers and actions 13 triggers · 44 actions
- Idea Status Change
Triggers when an idea moves to a different status.
- New Comment
Triggers when a new comment is posted on an idea.
- New Idea
Triggers when a new idea is submitted to your Frill board.
- New Vote
Triggers when someone votes on an idea.
- Create Announcement
Creates a new announcement.
- Create Idea
Creates a new idea on your Frill board.
- Create Status
Creates an idea status.
- Create Topic
Creates an idea topic.
- Create Vote
Casts a vote on an idea for a follower.
- Delete Announcement
Deletes an announcement.
- Delete Announcement Category
Deletes an announcement category.
- Delete Comment
Deletes a comment.
- Delete Idea
Deletes an idea.
- Delete Status
Deletes an idea status.
- Delete Topic
Deletes an idea topic.
- Delete Vote
Removes a follower's vote from an idea.
- Get Announcement
Returns one announcement by idx.
- Get Announcement Category
Returns one announcement category by idx.
- Get Idea
Returns one idea by its idx or slug.
- List Announcement Categories
Returns your announcement categories.
- List Announcements
Returns a page of announcements.
- List Comments
Returns the comments on an idea.
- List Ideas
Returns a page of ideas from your Frill board.
- List Integration Links
Returns links between ideas and records in external tools.
- List Statuses
Returns your idea statuses.
- List Topics
Returns your idea topics.
- List Votes
Returns votes, optionally for one idea or one voter.
- Search Ideas
Finds ideas whose text matches a search term.
- Update Announcement
Updates an existing announcement.
- Update Announcement Category
Renames or recolors an announcement category.
- Update Comment
Edits a comment's text.
- Update Idea
Updates an existing idea's title, description, status, topics and flags.
- Update Status
Renames an idea status.
- Update Topic
Renames an idea topic.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
Frill and Perfex CRM, answered
What can start an automation from Frill?
Any of Frill's 4 triggers in the catalog, including New Comment, New Idea, New Vote and Idea Status Change. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Frill?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Frill?
Yes. When something happens in Perfex CRM, your agent can act in Frill too. This page covers both directions: Perfex CRM's triggers and Frill's actions are listed here as well.
Do I have to build a connector for Frill or Perfex 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 Frill and Perfex 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.