--- title: "Connect IDX Leads to Custify - APIANT.ai" description: "When \"New Lead\" fires in IDX Leads, your agent runs \"Create Task\" in Custify." canonical: "https://apiant.ai/connect/idx-leads-to-custify" --- # Connect IDX Leads to Custify When **New Lead** fires in [IDX Leads](https://apiant.ai/connections/idx-leads), your agent runs **Create Task** in [Custify](https://apiant.ai/connections/custify). Describe the whole flow and it is built, tested on every scenario and kept running. IDX Leads **1** trigger Custify **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want IDX Leads and Custify 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 IDX Leads can start in Custify - When **New Lead** in IDX Leads then **Create Task** in Custify - When **New Lead** in IDX Leads then **Send Event** in Custify 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 IDX Leads and Custify ## Triggers and actions 1 trigger · 4 actions - Trigger **New Lead** Triggers when a new lead is added to the IDX Broker account. - Action **Create Task** Creates a task in Custify, optionally linked to a company or person, assigned to a team member, with due date, priority and checklist. - Action **Link Person to Company** Links a person to a company in Custify, or updates their existing relationship, with an optional role and link date. - Action **Send Event** Records a custom event for a person in Custify, such as a product action, with optional details. - Action **Send NPS** Records an NPS score, with an optional comment, for a person in Custify. ## Each app on its own - [ **IDX Leads** IDX Leads is a system for real estate lead capture.](https://apiant.ai/connections/idx-leads) - [ **Custify** Custify is a customer success platform that helps you better meet customers' needs, reducing churn and...](https://apiant.ai/connections/custify) Reviews ## What our customers say ## More from IDX Leads - [ **IDX Leads to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/idx-leads-to-hubspot) - [ **IDX Leads to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/idx-leads-to-salesforce) - [ **IDX Leads to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/idx-leads-to-slack) - [ **IDX Leads to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/idx-leads-to-google-sheets) - [ **IDX Leads to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/idx-leads-to-gmail) - [ **IDX Leads to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/idx-leads-to-google-calendar) ## More into Custify - [ **HubSpot to Custify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-custify) - [ **Salesforce to Custify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-custify) - [ **Slack to Custify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-custify) - [ **Google Sheets to Custify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-custify) - [ **Gmail to Custify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-custify) - [ **Google Calendar to Custify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-custify) Questions ## IDX Leads and Custify, answered ### ### What can start an automation from IDX Leads? Any of IDX Leads's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Custify when something happens in IDX Leads? Any of Custify's 4 actions, including Create Task, Send Event, Send NPS and Link Person to Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Custify to IDX Leads? Custify has no triggers in the catalog today, so automations start in IDX Leads. If you need the other direction, ask: your agent reads Custify's API documentation and adds it. ### ### Do I have to build a connector for IDX Leads or Custify? 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 IDX Leads and Custify without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Custify 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.