--- title: "Connect GoSquared to Pascal - APIANT.ai" description: "When \"User Entered Smart Group\" fires in GoSquared, your agent runs \"Generate & Email a Case Report\" in Pascal." canonical: "https://apiant.ai/connect/gosquared-to-pascal" --- # Connect GoSquared to Pascal When **User Entered Smart Group** fires in [GoSquared](https://apiant.ai/connections/gosquared), your agent runs **Generate & Email a Case Report** in [Pascal](https://apiant.ai/connections/pascal). Describe the whole flow and it is built, tested on every scenario and kept running. GoSquared **2** triggers GoSquared **10** actions Pascal **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want GoSquared and Pascal 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 GoSquared can start in Pascal - When **User Entered Smart Group** in GoSquared then **Generate & Email a Case Report** in Pascal - When **User Exited Smart Group** in GoSquared then **Create a Client** in Pascal 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 GoSquared and Pascal ## Triggers and actions 2 triggers · 22 actions - Trigger **User Entered Smart Group** Triggers when a user enters a specific Smart Group. - Trigger **User Exited Smart Group** Triggers when a user exits a specific Smart Group. - Action **Add transaction** Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor. - Action **Create or Update Profile** Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties. - Action **Get now overview** Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages. - Action **Get person** Returns a single People CRM profile with all the properties set on it. - Action **List chats** Returns the active live chat conversations for a GoSquared project. - Action **List people** Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted. - Action **List sites** Returns all GoSquared projects/sites the account owns or has shared access to. - Action **List smart groups** Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies. - Action **Track Event** Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor. - Action **Track Pageview** Records a pageview for a visitor on a page of your GoSquared project. - Action **Create a Business Case** Creates a Business case in Pascal and screens it immediately, returning the case with its search results. - Action **Create a Client** Create a new client in Pascal — an organisation-level record that groups related screening cases. - Action **Find a Case** Returns up to 100 cases that match the search text and any other filters you set. - Action **Generate & Email a Case Report** Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports. - Action **Get case** Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources. - Action **Get client** Fetches a client by ID. An error occurs if the client is not found. - Action **Link clients** Link a Pascal client to one or more other clients. - Action **List cases** Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution. - Action **List clients** List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases. - Action **Unlink clients** Unlink a client from one or more other clients in Pascal. - Action **Update a Case** Updates an existing case by ID. Only the fields you fill in are changed. - Action **Update a Client** Updates an existing client by ID. Only the fields you fill in are changed. ## Each app on its own - [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared) - [ **Pascal** Pascal is an AI-powered KYC/KYB tool that screens contacts and companies for sanctions, PEPs and adverse...](https://apiant.ai/connections/pascal) Reviews ## What our customers say ## More from GoSquared - [ **GoSquared to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gosquared-to-hubspot) - [ **GoSquared to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gosquared-to-salesforce) - [ **GoSquared to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gosquared-to-slack) - [ **GoSquared to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gosquared-to-mailchimp) - [ **GoSquared to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gosquared-to-stripe) - [ **GoSquared to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/gosquared-to-shopify) ## More into Pascal - [ **HubSpot to Pascal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pascal) - [ **Salesforce to Pascal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pascal) - [ **Slack to Pascal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pascal) - [ **Google Sheets to Pascal** Google Sheets](https://apiant.ai/connect/google-sheets-to-pascal) - [ **Gmail to Pascal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pascal) - [ **Google Calendar to Pascal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pascal) Questions ## GoSquared and Pascal, answered ### ### What can start an automation from GoSquared? Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pascal when something happens in GoSquared? Any of Pascal's 12 actions, including Create a Business Case, Create a Client, Update a Case and Update a Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pascal to GoSquared? Pascal has no triggers in the catalog today, so automations start in GoSquared. If you need the other direction, ask: your agent reads Pascal's API documentation and adds it. ### ### Do I have to build a connector for GoSquared or Pascal? 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 GoSquared and Pascal 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.