Integration
Connect Lead Forensics and Pledge
When New Visit fires in Lead Forensics, your agent runs Create Donation in Pledge, or New Donation in Pledge to Find businesses by assigned user in Lead Forensics. 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 Lead Forensics and Pledge 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 Lead Forensics and Pledge can do together
From Lead Forensics to Pledge
When New Visit in Lead Forensics
then Create Donation in Pledge
When New Visit Filtered in Lead Forensics
then Create Impact Calculator in Pledge
From Pledge to Lead Forensics
When New Donation in Pledge
then Find businesses by assigned user in Lead Forensics
When New Donation in Pledge
then Find pages by visit in Lead Forensics
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 Pledge
Triggers and actions 3 triggers · 19 actions
Trigger
New VisitTriggers when a new visit to your website by an identified business is recorded in Lead Forensics.
Trigger
New Visit FilteredTriggers when a new website visit matches one of your Lead Forensics trigger reports.
Action
Find businesses by assigned userReturns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
Action
Find businesses by categoryReturns the businesses in a chosen Lead Forensics category that visited your website within a date range.
Action
Find pages by visitReturns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view.
Action
Find visits by businessReturns the website visits made by a given business, optionally limited to a date range.
Action
Find visits by conversionReturns the website visits that reached the chosen conversion, optionally limited to a date range.
Action
Get businessReturns a business identified by Lead Forensics, including its address, phone, website, industry and size.
Action
Get visitReturns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
Action
List businessesReturns every business that visited your website within the date range you choose.
Action
List visitsReturns the visits businesses made to your website, optionally limited to a date range.
Trigger
New DonationTriggers when a new donation is made through your Pledge account.
Action
Create DonationCreates a donation to a nonprofit on behalf of a donor.
Action
Create Impact CalculatorCreates an impact calculator that shows donors what their gift achieves.
Action
Get DonationReturns one donation by its ID.
Action
Get FundraiserReturns one fundraiser by its ID.
Action
Get Impact CalculatorReturns one impact calculator by its ID.
Action
Get OrganizationReturns one nonprofit organization by its ID.
Action
List DonationsReturns a page of the donations made through your account.
Action
List Impact CalculatorsReturns a page of your impact calculators.
Action
Request OrganizationAsks Pledge to add a nonprofit to its database by its NGO ID (EIN).
Action
Search OrganizationsSearches Pledge's nonprofit database by keyword, NGO ID, region, postal code or country.
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
More from Lead Forensics
Lead Forensics to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Lead Forensics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Lead Forensics to MailchimpMailchimp marketing automation and email platform.
Lead Forensics to StripeStripe is a payment processing platform for online businesses.
Lead Forensics to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Lead Forensics to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Pledge
HubSpot to PledgeHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PledgeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PledgeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PledgeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PledgeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PledgeMailchimp marketing automation and email platform.
Questions
Lead Forensics and Pledge, 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 Pledge when something happens in Lead Forensics?
Any of Pledge's 10 actions, including Create Donation, Create Impact Calculator, Get Donation and Get Fundraiser. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pledge to Lead Forensics?
Yes. When something happens in Pledge, your agent can act in Lead Forensics too. This page covers both directions: Pledge's triggers and Lead Forensics's actions are listed here as well.
Do I have to build a connector for Lead Forensics or Pledge?
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 Pledge 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.