Integration
Connect Lead Forensics and TidyHQ
When New Visit fires in Lead Forensics, your agent runs Add Contact Note in TidyHQ, or Contact Added to Group in TidyHQ 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 TidyHQ 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)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 TidyHQ can do together
From Lead Forensics to TidyHQ
When New Visit in Lead Forensics
then Add Contact Note in TidyHQ
From TidyHQ to 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 TidyHQ
Triggers and actions 12 triggers · 28 actions
- New Visit
Triggers when a new visit to your website by an identified business is recorded in Lead Forensics.
- New Visit Filtered
Triggers when a new website visit matches one of your Lead Forensics trigger reports.
- Find businesses by assigned user
Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
- Find businesses by category
Returns the businesses in a chosen Lead Forensics category that visited your website within a date range.
- 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.
- Find visits by business
Returns the website visits made by a given business, optionally limited to a date range.
- Find visits by conversion
Returns the website visits that reached the chosen conversion, optionally limited to a date range.
- Get business
Returns a business identified by Lead Forensics, including its address, phone, website, industry and size.
- Get visit
Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
- List businesses
Returns every business that visited your website within the date range you choose.
- List visits
Returns the visits businesses made to your website, optionally limited to a date range.
- Contact Activated
Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).
- Contact Added to Group
Triggers when a contact has been added to a group.
- Contact Created
Triggers when a new contact has been created for the first time.
- Contact Deactivated
Triggers when a contact has been deleted.
- Contact Removed From Group
Triggers when a contact has been removed from a group.
- Event Deleted
Triggers when an event is deleted.
- Event Ticket Created
Triggers when an event ticket is created.
- Event Ticket Deleted
Triggers when an event ticket is deleted.
- Event Ticket Updated
Triggers when an event ticket is updated.
- Event Updated
Triggers when an event is updated.
- Add Contact Note
Adds a note to a TidyHQ contact.
- Add Contact To Group
Adds an existing TidyHQ contact to one of your groups.
- Add Event Ticket
Creates a new ticket type on a TidyHQ event.
- Add invoice
Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact.
- Create Contact
Creates a new contact in your TidyHQ organisation.
- Delete Contact
Deletes a contact from your TidyHQ organisation.
- Delete Contact Note
Deletes a note from a TidyHQ contact.
- Delete Event
Deletes an event from your TidyHQ organisation.
- Delete Event Ticket
Deletes a ticket type from a TidyHQ event.
- Find Contact
Finds contacts in your TidyHQ organisation whose details match the search text.
- Get contact
Returns a single TidyHQ contact by its id, including its custom field values.
- Get event
Returns a single TidyHQ event by its ID, with all of its details.
- List contacts
Returns the contacts in your TidyHQ organisation, optionally narrowed by search text.
- List event tickets
Returns the ticket types available on a TidyHQ event.
- List groups
Returns the contact groups in your TidyHQ organisation.
- Remove Contact From Group
Removes a contact from a TidyHQ group.
- Update Contact
Updates an existing TidyHQ contact's details. Only the fields you fill in are changed.
- Update Event
Updates an existing TidyHQ event's name, times, location or description.
- Update Event Ticket
Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not 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
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 TidyHQ
HubSpot to TidyHQHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to TidyHQGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TidyHQGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TidyHQGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Lead Forensics and TidyHQ, 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 TidyHQ when something happens in Lead Forensics?
Any of TidyHQ's 19 actions, including Create Contact, Update Contact, Update Event and Update Event Ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TidyHQ to Lead Forensics?
Yes. When something happens in TidyHQ, your agent can act in Lead Forensics too. This page covers both directions: TidyHQ's triggers and Lead Forensics's actions are listed here as well.
Do I have to build a connector for Lead Forensics or TidyHQ?
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 TidyHQ 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.