--- title: "Connect Investment Dominator and Perspective - APIANT.ai" description: "When \"New contact\" fires in Investment Dominator, your agent runs \"Create Contact\" in Perspective." canonical: "https://apiant.ai/connect/investment-dominator-to-perspective" --- # Connect Investment Dominator and Perspective When **New contact** fires in [Investment Dominator](https://apiant.ai/connections/investment-dominator), your agent runs **Create Contact** in [Perspective](https://apiant.ai/connections/perspective), or **New Contact** in Perspective to **Add contact** in Investment Dominator. Describe the whole flow and it is built, tested on every scenario and kept running. Investment Dominator **3** triggers Investment Dominator **13** actions Perspective **2** triggers Perspective **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Investment Dominator and Perspective 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 Investment Dominator and Perspective can do together ### From Investment Dominator to Perspective - When **New contact** in Investment Dominator then **Create Contact** in Perspective - When **New property** in Investment Dominator then **Update Contact Field** in Perspective ### From Perspective to Investment Dominator - When **New Contact** in Perspective then **Add contact** in Investment Dominator - When **New Lead via Funnel** in Perspective then **Add task** in Investment Dominator 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 Investment Dominator and Perspective ## Triggers and actions 5 triggers · 21 actions - Trigger **New contact** Triggered when a new contact is created in your Investment Dominator CRM. Optional filters limit which new contacts fire it. - Trigger **New property** Triggers when a new property is created in Investment Dominator, optionally limited to properties matching the filters you set. - Trigger **New task** Triggered when a new task is created in Investment Dominator, optionally limited to tasks matching the chosen filters. - Action **Add comment** Adds a comment to a property in Investment Dominator and returns the new comment. - Action **Add contact** Adds a new contact to your Investment Dominator CRM and returns the new contact's id. - Action **Add property** Creates a property in Investment Dominator with its owner, location, status and listing details, and returns the new property. - Action **Add tag to property** Adds an existing tag to a property in Investment Dominator and returns the vendor's confirmation. - Action **Add task** Creates a task in Investment Dominator, optionally linked to a property, contact or owner, and returns the new task. - Action **Delete contact** Deletes a contact from Investment Dominator by its id. - Action **Get contact** Returns a contact by its ID, including name, email, phone, address, status, type and tags. An error occurs if the contact is not found. - Action **Get property** Returns a property by its ID, including its owner, status, tags, location, pricing and listing details. An error occurs if the property is not found. - Action **List contacts** Returns the contacts in your Investment Dominator CRM, optionally narrowed by search term, tag, or any contact field. - Action **List properties** Returns the properties in your Investment Dominator CRM, optionally narrowed by search term, tags, owner, location, price and other property details. - Action **List tasks** Returns the tasks in your Investment Dominator CRM, optionally filtered by property, contact, owner, status, dates and other task details. - Action **Update contact** Updates an existing contact in Investment Dominator, changing only the fields you fill in, and returns the updated contact. - Action **Update property** Updates an existing property in Investment Dominator, changing only the fields you fill in, and returns the updated property. - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. ## Each app on its own - [ **Investment Dominator** Investment Dominator is a complete real estate investment deal management and automation system for land...](https://apiant.ai/connections/investment-dominator) - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) Reviews ## What our customers say ## More from Investment Dominator - [ **Investment Dominator to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/investment-dominator-to-salesforce) - [ **Investment Dominator to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/investment-dominator-to-slack) - [ **Investment Dominator to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/investment-dominator-to-mailchimp) - [ **Investment Dominator to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/investment-dominator-to-stripe) - [ **Investment Dominator to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/investment-dominator-to-shopify) - [ **Investment Dominator to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/investment-dominator-to-quickbooks-online) ## More into Perspective - [ **HubSpot to Perspective** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-perspective) - [ **Google Sheets to Perspective** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-perspective) - [ **Gmail to Perspective** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-perspective) - [ **Google Calendar to Perspective** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-perspective) - [ **Google Drive to Perspective** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-perspective) - [ **Mailchimp to Perspective** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-perspective) Questions ## Investment Dominator and Perspective, answered ### ### What can start an automation from Investment Dominator? Any of Investment Dominator's 3 triggers in the catalog, including New contact, New property and New task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Perspective when something happens in Investment Dominator? Any of Perspective's 8 actions, including Create Contact, Update Contact Field, Get Contact and Get Funnel Chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Perspective to Investment Dominator? Yes. When something happens in Perspective, your agent can act in Investment Dominator too. This page covers both directions: Perspective's triggers and Investment Dominator's actions are listed here as well. ### ### Do I have to build a connector for Investment Dominator or Perspective? 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 Investment Dominator and Perspective 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.