--- title: "Connect LeadSimple and Severa - APIANT.ai" description: "When \"Call Completed\" fires in LeadSimple, your agent runs \"Create Address for Customer\" in Severa." canonical: "https://apiant.ai/connect/leadsimple-to-severa" --- # Connect LeadSimple and Severa When **Call Completed** fires in [LeadSimple](https://apiant.ai/connections/leadsimple), your agent runs **Create Address for Customer** in [Severa](https://apiant.ai/connections/severa), or **New Phase Is Created** in Severa to **Update Contact** in LeadSimple. Describe the whole flow and it is built, tested on every scenario and kept running. LeadSimple **4** triggers LeadSimple **10** actions Severa **4** triggers Severa **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LeadSimple and Severa 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 LeadSimple and Severa can do together ### From LeadSimple to Severa - When **Call Completed** in LeadSimple then **Create Address for Customer** in Severa - When **Lead Created** in LeadSimple then **Create Contact for Customer** in Severa ### From Severa to LeadSimple - When **New Phase Is Created** in Severa then **Update Contact** in LeadSimple - When **New Project Is Created** in Severa 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 Severa ## Triggers and actions 8 triggers · 18 actions - Trigger **Call Completed** Triggers when a new call is completed. - Trigger **Lead Changes Tags** Triggers when a lead's tags change. - Trigger **Lead Created** Triggers when a new lead is created. - Trigger **Lead Is Reassigned** Triggers when a lead is reassigned. - Action **Create Call** Creates a Call in your account - Action **Get Lead** Gets a Lead in your account by ID. - Action **Search Contact** Searches a contact in your account by name, phone number or email address. - Action **Search Property** Searches a Property in your account by name or address. - Action **Search Unit** Searches the units on the property by the Unit Number - Action **Search User** Searches a user in your account by name or email address. - Action **Update Contact** Updates a Contact in your account. - Action **Update Lead** Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage. - Action **Update Property** Updates a Property. - Action **Update Unit** Updates a Unit. - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. ## Each app on its own - [ **LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connections/leadsimple) - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) Reviews ## What our customers say ## More from LeadSimple - [ **LeadSimple to Brave Search API** Brave Search API — independent, privacy-respecting web, image, video, and news search powered by Brave's own...](https://apiant.ai/connect/leadsimple-to-brave-search-api) - [ **LeadSimple to Thunderbit** Extract web pages as Markdown or structured data for AI apps](https://apiant.ai/connect/leadsimple-to-thunderbit) - [ **LeadSimple to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsimple-to-salesforce) - [ **LeadSimple to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsimple-to-slack) - [ **LeadSimple to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsimple-to-mailchimp) - [ **LeadSimple to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leadsimple-to-stripe) ## More into Severa - [ **HubSpot to Severa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-severa) - [ **Salesforce to Severa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-severa) - [ **Google Sheets to Severa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-severa) - [ **Gmail to Severa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-severa) - [ **Google Calendar to Severa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-severa) - [ **Google Drive to Severa** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-severa) Questions ## LeadSimple and Severa, 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 Severa when something happens in LeadSimple? Any of Severa's 8 actions, including Create Activity, Create Address for Customer, Create Contact for Customer and Create Phase. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Severa to LeadSimple? Yes. When something happens in Severa, your agent can act in LeadSimple too. This page covers both directions: Severa's triggers and LeadSimple's actions are listed here as well. ### ### Do I have to build a connector for LeadSimple or Severa? 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 Severa 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.