Integration
Connect LeadSimple and Moxo
When Call Completed fires in LeadSimple, your agent runs Add Data Table Record in Moxo, or New Account in Moxo to Update Contact in LeadSimple. 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 LeadSimple and Moxo 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 LeadSimple and Moxo can do together
From LeadSimple to Moxo
When Call Completed in LeadSimple
then Add Data Table Record in Moxo
When Lead Created in LeadSimple
then Post Flow Chat Message in Moxo
From Moxo to LeadSimple
When New Account in Moxo
then Update Contact in LeadSimple
When New User in Moxo
then Update Lead in LeadSimple
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 LeadSimple and Moxo
Triggers and actions 6 triggers · 32 actions
Trigger
Call CompletedTriggers when a new call is completed.
Trigger
Lead Changes TagsTriggers when a lead's tags change.
Trigger
Lead CreatedTriggers when a new lead is created.
Trigger
Lead Is ReassignedTriggers when a lead is reassigned.
Action
Create CallCreates a Call in your account
Action
Get LeadGets a Lead in your account by ID.
Action
Search ContactSearches a contact in your account by name, phone number or email address.
Action
Search PropertySearches a Property in your account by name or address.
Action
Search UnitSearches the units on the property by the Unit Number
Action
Search UserSearches a user in your account by name or email address.
Action
Update ContactUpdates a Contact in your account.
Action
Update LeadUpdates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Action
Update PropertyUpdates a Property.
Action
Update UnitUpdates a Unit.
Trigger
New AccountTriggers when a new client account is created in Moxo.
Trigger
New UserTriggers when a new user (team member or client) is added to Moxo.
Action
Add Data Table RecordAdds a record to a data table.
Action
Cancel FlowCancels a running flow.
Action
Complete StepCompletes a step in a flow, optionally with a note.
Action
Create AccountCreates a client account (company) in Moxo.
Action
Create Group ConversationCreates a group conversation with the given participants.
Action
Create UserCreates an internal team member or an external (client) user in Moxo, optionally sending an invitation.
Action
Deactivate UserDeactivates a Moxo user so they can no longer sign in.
Action
Get AccountReturns one client account with its users.
Action
Get ActionReturns one action with its status and assignees.
Action
Get FlowReturns one flow with its template, status and progress.
Action
Get UserReturns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
Action
List AccountsReturns the client accounts (companies) in your Moxo organization.
Action
List ConversationsReturns your conversations.
Action
List Data TablesReturns your data tables with their columns.
Action
List FlowsReturns flows, optionally filtered by status, template, account or search term.
Action
List TemplatesReturns the flow templates in your Moxo organization.
Action
Post Flow Chat MessagePosts a chat message in a flow's conversation.
Action
Send ActionSends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
Action
Send Conversation MessageSends a message to a conversation.
Action
Start FlowStarts a new flow from a published Moxo template, optionally naming it and setting a due date.
Action
Update AccountUpdates a client account's name, domain or status.
Action
Update UserUpdates a Moxo user's profile: name, title, department, phone or account.
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
LeadSimple and Moxo, answered
What can start an automation from LeadSimple?
Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moxo when something happens in LeadSimple?
Any of Moxo's 22 actions, including Create Account, Create Group Conversation, Create User and Post Flow Chat Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxo to LeadSimple?
Yes. When something happens in Moxo, your agent can act in LeadSimple too. This page covers both directions: Moxo's triggers and LeadSimple's actions are listed here as well.
Do I have to build a connector for LeadSimple or Moxo?
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 LeadSimple and Moxo 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.