--- title: "Connect LeadSquared to Dext - APIANT.ai" description: "When \"Lead Stage Changed\" fires in LeadSquared, your agent runs \"Get Client\" in Dext." canonical: "https://apiant.ai/connect/leadsquared-to-dext" --- # Connect LeadSquared to Dext When **Lead Stage Changed** fires in [LeadSquared](https://apiant.ai/connections/leadsquared), your agent runs **Get Client** in [Dext](https://apiant.ai/connections/dext). Describe the whole flow and it is built, tested on every scenario and kept running. LeadSquared **3** triggers LeadSquared **13** actions Dext **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LeadSquared and Dext 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 LeadSquared can start in Dext - When **Lead Stage Changed** in LeadSquared then **Get Client** in Dext - When **New Lead** in LeadSquared then **Get Client Activity Stats** in Dext 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 LeadSquared and Dext ## Triggers and actions 3 triggers · 16 actions - Trigger **Lead Stage Changed** Triggers when a lead moves to a different stage. - Trigger **New Lead** Triggers when a new lead is created in LeadSquared. - Trigger **Updated Lead** Triggers when a lead is created or any of its fields change. - Action **Add Lead to Static List** Adds a lead to a static list. - Action **Create or Update Lead** Creates a new lead, or updates the existing lead with the same email address. - Action **Create Task on Lead** Creates a task or appointment on a lead. - Action **Delete Lead** Deletes a lead. - Action **Find Lead** Finds an existing lead by email address and returns its fields. - Action **Find Lead by Phone** Finds an existing lead by phone number and returns its fields. - Action **Find Lead (New)** Searches leads by name, email, phone, company, city or country and returns every match. - Action **Get Activity Details** Returns the details and field values of one activity. - Action **Get Lead by ID** Returns a lead and all of its fields by lead id. - Action **List Activity Types** Returns every activity type in the account with its numeric event code. - Action **List Lists** Returns all lead lists with their type and member count. - Action **Post a Sales Activity to a Lead** Posts a sales activity (a product sale, open, won or lost) on a lead. - Action **Update Lead** Updates the given fields on an existing lead; fields left blank are unchanged. - Action **Get Client** Returns one client's data-health detail: health score, VAT details, debtor metrics and bank reconciliation. - Action **Get Client Activity Stats** Returns a client's rolling annual, monthly-average and quarterly-average activity: turnover and counts of sales, bills, credits, journals and bank transactions. - Action **List Clients** Returns every practice client your Dext Precision token can see, with each client's health score and alert level. ## Each app on its own - [ **LeadSquared** LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive...](https://apiant.ai/connections/leadsquared) - [ **Dext** Dext makes accountants and the businesses you look after more productive and profitable through better data...](https://apiant.ai/connections/dext) Reviews ## What our customers say ## More from LeadSquared - [ **LeadSquared to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leadsquared-to-salesforce) - [ **LeadSquared to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leadsquared-to-slack) - [ **LeadSquared to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leadsquared-to-mailchimp) - [ **LeadSquared to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leadsquared-to-stripe) - [ **LeadSquared to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leadsquared-to-shopify) - [ **LeadSquared to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leadsquared-to-quickbooks-online) ## More into Dext - [ **HubSpot to Dext** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dext) - [ **Salesforce to Dext** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dext) - [ **Slack to Dext** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dext) - [ **Google Sheets to Dext** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dext) - [ **Gmail to Dext** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dext) - [ **Google Calendar to Dext** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dext) Questions ## LeadSquared and Dext, answered ### ### What can start an automation from LeadSquared? Any of LeadSquared's 3 triggers in the catalog, including Lead Stage Changed, New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dext when something happens in LeadSquared? Any of Dext's 3 actions, including Get Client, Get Client Activity Stats and List Clients. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dext to LeadSquared? Dext has no triggers in the catalog today, so automations start in LeadSquared. If you need the other direction, ask: your agent reads Dext's API documentation and adds it. ### ### Do I have to build a connector for LeadSquared or Dext? 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 LeadSquared and Dext 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.