Integration
Connect Juro and Perfex CRM
When New Contract fires in Juro, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Contract in Juro. 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 Juro 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 Juro and Perfex CRM can do together
From Juro to Perfex CRM
When New Contract in Juro
then Create Customer in Perfex CRM
From Perfex CRM to Juro
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 Juro and Perfex CRM
Triggers and actions 12 triggers · 17 actions
- New Contract
Triggers when a new contract is created in your Juro account.
- Updated Contract
Triggers when a contract in your Juro account is created or updated.
- Create Contract
Creates a Juro contract from a published template, filling in your side's answers and smartfield values.
- Delete Contract
Deletes a Juro contract.
- Download Contract PDF
Downloads the PDF of a Juro contract (a ZIP for contracts created from an uploaded PDF).
- Get Contract
Returns one Juro contract with its status, smartfields, signing sides and links.
- Get Template
Returns one Juro template with its smartfields, questions and signing sides.
- List Contracts
Returns contracts in your Juro account, optionally only those updated in a date range, in given workspaces or from one template.
- List Templates
Returns all contract templates in your Juro account, with each template's ID, name and status.
- Send Contract for Signing
Sends a Juro contract to a signing side, emailing them a link to sign.
- Send Contract to Signatory
Sends a Juro contract to one signatory of a signing side, emailing them a link to sign.
- Sign Contract
Signs a Juro contract on your side using a signature image.
- Update Contract
Updates a Juro contract's name, smartfield values, signing sides or tables. Once signed, only smartfields can change.
- Upload Contract PDF
Creates a Juro contract from an uploaded PDF document (up to 10MB).
- 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
Juro and Perfex CRM, answered
What can start an automation from Juro?
Any of Juro's 2 triggers in the catalog, including New Contract and Updated Contract. 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 Juro?
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 Juro?
Yes. When something happens in Perfex CRM, your agent can act in Juro too. This page covers both directions: Perfex CRM's triggers and Juro's actions are listed here as well.
Do I have to build a connector for Juro 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 Juro 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.