Integration
Connect Inmobalia CRM and Transax
When New Activity Log fires in Inmobalia CRM, your agent runs Create Contact in Transax, or New Contact in Transax to Create Contact in Inmobalia CRM. 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 Inmobalia CRM and Transax 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 Inmobalia CRM and Transax can do together
From Inmobalia CRM to Transax
When New Activity Log in Inmobalia CRM
then Create Contact in Transax
When New Activity Task in Inmobalia CRM
then Create Lead in Transax
From Transax to Inmobalia CRM
When New Contact in Transax
then Create Contact in Inmobalia CRM
When New Financial Application in Transax
then Create Activity Task in Inmobalia CRM
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 Inmobalia CRM and Transax
Triggers and actions 16 triggers · 46 actions
Trigger
Activity Log UpdateTriggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.
Trigger
Activity Task UpdateTriggers when an activity task is created or updated in Inmobalia CRM.
Trigger
Contact UpdateTriggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.
Trigger
New Activity LogTriggered when a new activity log is created.
Trigger
New Activity TaskTriggered when a new activity task is created.
Trigger
New ContactTriggered when a new contact is created in Inmobalia CRM.
Trigger
New PropertyTriggers when a new property is created in Inmobalia CRM.
Trigger
New SaleTriggers when a new sale is created in Inmobalia CRM.
Trigger
New UserTriggered when a new user is created in the agency's Inmobalia CRM account.
Trigger
New WebLeadTriggers when a new web lead is received, such as a website form submission or a lead from an integration.
Trigger
Property UpdateTriggers when an existing property is changed, or a new one is added, returning the property's summary details.
Trigger
Sale UpdateTriggers when a sale is created or updated in Inmobalia CRM.
Action
Create Activity LogCreates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.
Action
Create Activity Log CommentAdds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.
Action
Create Activity TaskCreates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.
Action
Create Activity Task CommentAdds a comment to an activity task. The authenticated user is recorded as the comment's author.
Action
Create ContactCreates a new contact in Inmobalia CRM and returns the id of the new contact.
Action
Create PropertyCreates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.
Action
Create Property DescriptionAdds a description in a chosen language to a property, and returns the description that was created.
Action
Create Property FileUploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.
Action
Create Property ImageUploads a JPEG or PNG image to a property's gallery and returns the new image's details.
Action
Create Property LinkAdds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.
Action
Create WebLeadCreates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.
Action
Find and Get ActivityReturns one activity, either an activity log or an activity task, by its ID.
Action
Find and Get Activity LogReturns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.
Action
Find and Get Activity TaskReturns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.
Action
Find and Get Contact by EmailFinds contacts by exact email address and returns the first match along with every matching contact.
Action
Find and Get Contact by IDReturns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.
Action
Find and Get Property by IDReturns the full details of a single property, identified by its ID.
Action
Find and Get Property by ReferenceReturns the full details of the property with the given reference, including its pricing, location, features and status.
Action
Find and Get Property DescriptionReturns a property's description text in the language you specify, including its short, main, extra and price descriptions.
Action
Find and Get Property File by Property Id and File IdReturns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.
Action
Find and Get Property HTML by Property Id and HTML IdReturns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.
Action
Find and Get Property Image by Property Id and Image IdReturns one image of a property, including its temporary link, gallery position, dimensions and publishing status.
Action
Find and Get Property Link by Property Id and Link IdReturns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.
Action
Find and Get Sale by CodeReturns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.
Action
Find and Get Sale by IDReturns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.
Action
Find and Get UserFinds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.
Action
Get All Available Property FeaturesReturns every property feature in the agency's catalogue, with its code, name and type.
Action
Get All Custom FeaturesReturns the custom property features your agency has defined, with each feature's code and name.
Action
Get All Property TagsReturns all the property tags defined in your Inmobalia CRM agency.
Action
Get All Property TypesReturns every property type available in the agency's Inmobalia CRM, with each type's name and category.
Action
Select LocationReturns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.
Action
Update Activity LogUpdates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.
Action
Update Activity TaskUpdates an existing activity task in Inmobalia CRM and returns the updated task.
Action
Update ContactUpdates an existing contact by ID, changing only the fields you fill in and returning the updated contact.
Action
Update PropertyUpdates an existing property by ID, changing only the fields you fill in, and returns the updated property.
Action
Update Property DescriptionUpdates the description of a property in a given language, and returns the updated description.
Action
Update Property FileUpdates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.
Action
Update Property ImageUpdates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.
Action
Update Property LinkUpdates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.
Trigger
New ContactTriggers when a contact is created in Transax.
Trigger
New Financial ApplicationTriggers when a new financial application is created in Transax.
Trigger
New LeadTriggers when a new lead is created in Transax.
Trigger
Updated ContactTriggers when a contact is updated in Transax.
Action
Change Financial Application StatusChanges the status of a financial application.
Action
Create ContactCreates a contact in Transax.
Action
Create LeadCreates a lead in Transax by submitting a contact form message.
Action
Get Financial Application InformationReturns the details of one financial application.
Action
Get Financial ApplicationsReturns the IDs of financial applications matching an optional status and creation date range.
Action
List Financing ApplicationsReturns the financing applications (ID and applicant name) for the account.
Action
List LocationsReturns all locations of the dealership.
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
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Questions
Inmobalia CRM and Transax, answered
What can start an automation from Inmobalia CRM?
Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Transax when something happens in Inmobalia CRM?
Any of Transax's 7 actions, including Create Contact, Create Lead, Change Financial Application Status and Get Financial Application Information. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Transax to Inmobalia CRM?
Yes. When something happens in Transax, your agent can act in Inmobalia CRM too. This page covers both directions: Transax's triggers and Inmobalia CRM's actions are listed here as well.
Do I have to build a connector for Inmobalia CRM or Transax?
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 Inmobalia CRM and Transax 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.