Integration
Connect iContact and Perfex CRM
When New contact fires in iContact, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Contact in iContact. 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 iContact 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 iContact and Perfex CRM can do together
From iContact to Perfex CRM
When New contact in iContact
then Create Customer in Perfex CRM
From Perfex CRM to iContact
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 iContact and Perfex CRM
Triggers and actions 12 triggers · 30 actions
- New contact
Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list.
- New list
Triggers when a new subscriber list is created in an iContact client folder.
- Add campaign
Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.
- Add custom field
Creates a new custom field for contacts in an iContact client folder.
- Create Contact
Create a new contact in an iContact client folder.
- Create List
Create a new contact list in a client folder.
- Create Message
Create a new email message in a client folder.
- Delete Contact
Delete an iContact contact by contact ID.
- Delete list
Deletes a subscriber list from an iContact client folder.
- Get Accounts
List iContact accounts accessible to these credentials.
- Get campaign
Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.
- Get Client Folders
List client folders within an iContact account.
- Get Contact
Retrieve a single iContact contact by contact ID.
- Get list
Returns one subscriber list from an iContact client folder, including its name, public name and description.
- Get message
Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.
- List Campaigns
List sending campaigns (from-name/email profiles) in a client folder.
- List Contacts
List contacts in a client folder, optionally filtered by email or status.
- List Custom Fields
List custom fields defined in a client folder.
- List Lists
Retrieve all contact lists in a client folder.
- List Messages
List email messages in a client folder.
- List sends
Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.
- List Subscriptions
List subscriptions in a client folder, optionally filtered by contact or list.
- Send Message to List
Schedule/send an existing message to one or more lists.
- Subscribe Contact to List
Subscribe a contact to a list (creates a subscription).
- Unsubscribe Contact from List
Remove a subscription, unsubscribing a contact from a list.
- Update Contact
Update an existing iContact contact by contact ID.
- Update list
Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.
- 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
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Questions
iContact and Perfex CRM, answered
What can start an automation from iContact?
Any of iContact's 2 triggers in the catalog, including New contact and New list. 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 iContact?
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 iContact?
Yes. When something happens in Perfex CRM, your agent can act in iContact too. This page covers both directions: Perfex CRM's triggers and iContact's actions are listed here as well.
Do I have to build a connector for iContact 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 iContact 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.