--- title: "Connect Lead Forensics to EveryAction - APIANT.ai" description: "When \"New Visit\" fires in Lead Forensics, your agent runs \"Add Contact History\" in EveryAction." canonical: "https://apiant.ai/connect/lead-forensics-to-everyaction" --- # Connect Lead Forensics to EveryAction When **New Visit** fires in [Lead Forensics](https://apiant.ai/connections/lead-forensics), your agent runs **Add Contact History** in [EveryAction](https://apiant.ai/connections/everyaction). Describe the whole flow and it is built, tested on every scenario and kept running. Lead Forensics **2** triggers Lead Forensics **9** actions EveryAction **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Lead Forensics and EveryAction 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 Lead Forensics can start in EveryAction - When **New Visit** in Lead Forensics then **Add Contact History** in EveryAction - When **New Visit Filtered** in Lead Forensics then **Add Note to Contact** in EveryAction 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 Lead Forensics and EveryAction ## Triggers and actions 2 triggers · 23 actions - Trigger **New Visit** Triggers when a new visit to your website by an identified business is recorded in Lead Forensics. - Trigger **New Visit Filtered** Triggers when a new website visit matches one of your Lead Forensics trigger reports. - Action **Find businesses by assigned user** Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range. - Action **Find businesses by category** Returns the businesses in a chosen Lead Forensics category that visited your website within a date range. - Action **Find pages by visit** Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view. - Action **Find visits by business** Returns the website visits made by a given business, optionally limited to a date range. - Action **Find visits by conversion** Returns the website visits that reached the chosen conversion, optionally limited to a date range. - Action **Get business** Returns a business identified by Lead Forensics, including its address, phone, website, industry and size. - Action **Get visit** Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer. - Action **List businesses** Returns every business that visited your website within the date range you choose. - Action **List visits** Returns the visits businesses made to your website, optionally limited to a date range. - Action **Add a Contribution** Creates a contribution (donation) for a contact in EveryAction, credited to a designation. - Action **Add Activist Codes** Applies or removes an activist code on a person in EveryAction. - Action **Add Canvass Responses** Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses. - Action **Add Contact History** Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction. - Action **Add event** Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes. - Action **Add Note to Contact** Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record. - Action **Add Survey Responses** Records a contact's answer to a survey question in EveryAction. - Action **Create Financial Batch** Creates a financial batch for grouping contributions under a designation. - Action **Create or Update Contact** Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID. - Action **Find Contact** Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter. - Action **Find Financial Batch** Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches. - Action **Get activist code** Returns one activist code by its id, including its name, type, description, script question and status. - Action **Subscribe Email** Finds or creates a contact by email and marks that email address as subscribed. - Action **Tag a Contact** Applies a tag (or source code) to an existing contact in EveryAction. ## Each app on its own - [ **Lead Forensics** Lead Forensics is software for turbo-charged lead generation.](https://apiant.ai/connections/lead-forensics) - [ **EveryAction** EveryAction provides nonprofits with customer relationship management, donor management, and fundraising...](https://apiant.ai/connections/everyaction) Reviews ## What our customers say ## More from Lead Forensics - [ **Lead Forensics to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lead-forensics-to-salesforce) - [ **Lead Forensics to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lead-forensics-to-slack) - [ **Lead Forensics to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lead-forensics-to-mailchimp) - [ **Lead Forensics to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lead-forensics-to-stripe) - [ **Lead Forensics to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lead-forensics-to-shopify) - [ **Lead Forensics to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lead-forensics-to-quickbooks-online) ## More into EveryAction - [ **HubSpot to EveryAction** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-everyaction) - [ **Salesforce to EveryAction** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-everyaction) - [ **Slack to EveryAction** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-everyaction) - [ **Google Sheets to EveryAction** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-everyaction) - [ **Gmail to EveryAction** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-everyaction) - [ **Google Calendar to EveryAction** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-everyaction) Questions ## Lead Forensics and EveryAction, answered ### ### What can start an automation from Lead Forensics? Any of Lead Forensics's 2 triggers in the catalog, including New Visit and New Visit Filtered. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EveryAction when something happens in Lead Forensics? Any of EveryAction's 14 actions, including Create Financial Batch, Create or Update Contact, Add a Contribution and Add Activist Codes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EveryAction to Lead Forensics? EveryAction has no triggers in the catalog today, so automations start in Lead Forensics. If you need the other direction, ask: your agent reads EveryAction's API documentation and adds it. ### ### Do I have to build a connector for Lead Forensics or EveryAction? 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 Lead Forensics and EveryAction 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.