Integration
Connect LeadSquared and Sunwise
When Lead Stage Changed fires in LeadSquared, your agent runs Add Contact Tracking in Sunwise, or Created Project in Sunwise to Add Lead to Static List in LeadSquared. 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 LeadSquared and Sunwise 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 LeadSquared and Sunwise can do together
From LeadSquared to Sunwise
When Lead Stage Changed in LeadSquared
then Add Contact Tracking in Sunwise
When New Activity for Lead in LeadSquared
then Create or Update Contact in Sunwise
From Sunwise to LeadSquared
When Created Project in Sunwise
then Add Lead to Static List in LeadSquared
When New Contact in Sunwise
then Create Activity for Lead in LeadSquared
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 Sunwise
Triggers and actions 7 triggers · 33 actions
Trigger
Lead Stage ChangedTriggers when a lead moves to a different stage.
Trigger
New Activity for LeadTriggers when an activity of the chosen type is posted on any lead.
Trigger
New LeadTriggers when a new lead is created in LeadSquared.
Trigger
Updated LeadTriggers when a lead is created or any of its fields change.
Action
Add Lead to Static ListAdds a lead to a static list.
Action
Create Activity for LeadPosts a custom activity on a lead.
Action
Create or Update LeadCreates a new lead, or updates the existing lead with the same email address.
Action
Create Task on LeadCreates a task or appointment on a lead.
Action
Delete LeadDeletes a lead.
Action
Find LeadFinds an existing lead by email address and returns its fields.
Action
Find Lead by PhoneFinds 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 DetailsReturns the details and field values of one activity.
Action
Get Lead by IDReturns a lead and all of its fields by lead id.
Action
List Activity TypesReturns every activity type in the account with its numeric event code.
Action
List ListsReturns all lead lists with their type and member count.
Action
Post a Sales Activity to a LeadPosts a sales activity (a product sale, open, won or lost) on a lead.
Action
Update LeadUpdates the given fields on an existing lead; fields left blank are unchanged.
Trigger
Created ProjectTriggers when a new project is created in Sunwise.
Trigger
New ContactTriggers when a new contact is created in Sunwise.
Trigger
Updated ContactTriggers when a contact is created or its details change in Sunwise.
Action
Add Contact TrackingLogs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
Action
Add ProposalCreates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
Action
Add ReportCreates a new report for a project from one of its historical records.
Action
Create or Update ContactCreates a contact in Sunwise with name, email and telephone.
Action
Get All Proposals for a ProjectReturns every proposal in a project along with its contact.
Action
Get ContactReturns a single Sunwise contact by its ID, including name, email, telephone, company and status.
Action
Get Favorite Proposal IDReturns the favorite proposal of a project.
Action
Get ProjectReturns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
Action
Get ProposalReturns the details of one proposal.
Action
List ContactsReturns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
Action
List Contact TrackingsReturns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
Action
List PresetsReturns all active proposal presets (plans) for your Sunwise company.
Action
Search ContactsSearches active contacts matching the given text and returns the matches.
Action
Search ProjectsSearches active projects matching the given text and returns the matches.
Action
Search Project SummariesSearches active project summaries matching the given text and returns the matches.
Action
Search ProposalsSearches active proposals matching the given text and returns the matches.
Action
Search Proposal SummariesSearches active proposal summaries matching the given text and returns the matches.
Action
Search ReportsSearches active reports matching the given text and returns the matches.
Action
Update ContactUpdates an existing Sunwise contact's name, email, telephone and details.
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 LeadSquared
LeadSquared to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
LeadSquared to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
LeadSquared to MailchimpMailchimp marketing automation and email platform.
LeadSquared to StripeStripe is a payment processing platform for online businesses.
LeadSquared to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
LeadSquared to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Sunwise
HubSpot to SunwiseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SunwiseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SunwiseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SunwiseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SunwiseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SunwiseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
LeadSquared and Sunwise, answered
What can start an automation from LeadSquared?
Any of LeadSquared's 4 triggers in the catalog, including Lead Stage Changed, New Activity for Lead, New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sunwise when something happens in LeadSquared?
Any of Sunwise's 19 actions, including Create or Update Contact, Update Contact, Add Contact Tracking and Add Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sunwise to LeadSquared?
Yes. When something happens in Sunwise, your agent can act in LeadSquared too. This page covers both directions: Sunwise's triggers and LeadSquared's actions are listed here as well.
Do I have to build a connector for LeadSquared or Sunwise?
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 Sunwise 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.