Integration
Connect LeadSimple and SmartMatchApp
When Call Completed fires in LeadSimple, your agent runs Create Email Draft in SmartMatchApp, or New Client in SmartMatchApp 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 SmartMatchApp 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 SmartMatchApp can do together
From LeadSimple to SmartMatchApp
When Call Completed in LeadSimple
then Create Email Draft in SmartMatchApp
When Lead Created in LeadSimple
then Create Task in SmartMatchApp
From SmartMatchApp to LeadSimple
When New Client in SmartMatchApp
then Update Contact in LeadSimple
When New Client Note in SmartMatchApp
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 SmartMatchApp
Triggers and actions 7 triggers · 35 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 ClientTriggers when a new client is created.
Trigger
New Client NoteTriggers when a note is added to a client.
Trigger
New TaskTriggers when a new task is created.
Action
Create ClientCreates a new client in your SmartMatchApp agency and returns its ID.
Action
Create Client MatchCreates a match between a client and another client and returns the match ID.
Action
Create Client NoteAdds a note to a client and returns the note ID.
Action
Create Email DraftCreates an email draft and returns its ID.
Action
Create TaskCreates a task and returns its ID.
Action
Create Task NoteAdds a note to a task and returns the note ID.
Action
Delete ClientDeletes a client.
Action
Delete Client MatchDeletes a client match.
Action
Delete Client NoteDeletes a client note.
Action
Delete Email DraftDeletes an email draft.
Action
Delete TaskDeletes a task.
Action
Find a ClientReturns clients, newest first, with paging.
Action
Get ClientReturns a client's type, status, created date and assigned users.
Action
Get Client NoteReturns one note on a client.
Action
Get Email DraftReturns an email draft.
Action
Get TaskReturns a task with its board, status and folder.
Action
List Client MatchesReturns a client's matches.
Action
List Client NotesReturns a client's notes.
Action
List Email DraftsReturns email drafts.
Action
List TasksReturns tasks, optionally filtered by board, status or assignee.
Action
Update ClientUpdates a client's type, status flags or assigned users.
Action
Update Client MatchUpdates a client match's group, priorities, due dates or statuses.
Action
Update Client NoteUpdates a client note's content or date.
Action
Update Email DraftUpdates an email draft's subject, message or campaign.
Action
Update TaskUpdates a task.
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 SmartMatchApp, 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 SmartMatchApp when something happens in LeadSimple?
Any of SmartMatchApp's 25 actions, including Create Client, Create Client Match, Create Client Note and Create Email Draft. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartMatchApp to LeadSimple?
Yes. When something happens in SmartMatchApp, your agent can act in LeadSimple too. This page covers both directions: SmartMatchApp's triggers and LeadSimple's actions are listed here as well.
Do I have to build a connector for LeadSimple or SmartMatchApp?
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 SmartMatchApp 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.