Integration
Connect Heartbeat and Perfex CRM
When Course Completed fires in Heartbeat, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Event in Heartbeat. 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 Heartbeat 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 Heartbeat and Perfex CRM can do together
From Heartbeat to Perfex CRM
When Course Completed in Heartbeat
then Create Customer in Perfex CRM
From Perfex CRM to Heartbeat
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 Heartbeat and Perfex CRM
Triggers and actions 14 triggers · 11 actions
- Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
- Course Completed
Triggers when a user completes a course.
- New Event
Triggers when a new event is created.
- New Event RSVP
Triggers when someone RSVPs to an event.
- Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
- Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
- Create Thread
Posts a new thread in a Heartbeat channel.
- Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
- List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
- List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer 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 Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- 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
More from Heartbeat
Heartbeat to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Heartbeat to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Heartbeat to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Heartbeat to MailchimpMailchimp marketing automation and email platform.
Heartbeat to StripeStripe is a payment processing platform for online businesses.
Heartbeat to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Perfex CRM
Google Sheets to Perfex CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Perfex CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Perfex CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Heartbeat and Perfex CRM, answered
What can start an automation from Heartbeat?
Any of Heartbeat's 4 triggers in the catalog, including Course Completed, New Event, New Event RSVP and Abandoned Invitation Link. 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 Heartbeat?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Heartbeat?
Yes. When something happens in Perfex CRM, your agent can act in Heartbeat too. This page covers both directions: Perfex CRM's triggers and Heartbeat's actions are listed here as well.
Do I have to build a connector for Heartbeat 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 Heartbeat 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.