Integration
Connect Leap CRM and SendSafely
When New Customer fires in Leap CRM, your agent runs Add Contact Group Member in SendSafely, or New Dropzone Submission in SendSafely to Create Customer in Leap CRM. 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 Leap CRM and SendSafely 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 Leap CRM and SendSafely can do together
From Leap CRM to SendSafely
When New Customer in Leap CRM
then Add Contact Group Member in SendSafely
From SendSafely to Leap CRM
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 Leap CRM and SendSafely
Triggers and actions 4 triggers · 26 actions
- New Customer
Triggers when a new customer is added in Leap.
- New Job
Triggers when a new job is created in Leap.
- Add Job Note
Adds a note to a Leap job.
- Add job payment
Records a payment against a Leap job, returning the new payment record.
- Create Customer
Creates a customer in Leap with contact details, phone and address.
- Create Job
Creates a job for a Leap customer with a trade and description.
- Create Lead
Creates a lead (prospect) in Leap with a phone number and optional job description.
- Get Customer
Returns one Leap customer by ID, with contact details and address.
- Get Job
Returns one Leap job by ID, including its number, customer and trades.
- Get job financial summary
Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.
- List job workflow history
Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.
- Update Customer
Updates an existing Leap customer's name, email, company or note.
- Update job stage
Moves a Leap job to a different workflow stage.
- New Dropzone Submission
Triggers when a new package arrives for the user, including files submitted to their Hosted Dropzone.
- New Sent Package
Triggers when the user sends a new SendSafely package.
- Add Contact Group Member
Adds an email address to a contact group.
- Add Recipient
Adds a recipient, by email, to a package.
- Delete Contact Group
Deletes a contact group.
- Delete Package
Deletes a package and all of its contents.
- Get Contact Group
Returns a contact group and its members.
- Get Current User
Returns the profile of the SendSafely user the API key belongs to.
- Get Enterprise Information
Returns the organization's SendSafely settings, such as expiration limits and security options.
- Get Package
Returns a package's details: state, sender, recipients, files and expiration.
- Get Recipient
Returns one recipient on a package.
- Get Recipient Package History
Returns the packages that have been sent to a recipient email address.
- List Archived Packages
Returns the archived (deleted) packages the user owns.
- List Sent Packages
Returns the active and expired packages the user has sent.
- Remove Contact Group Member
Removes a member from a contact group.
- Remove Recipient
Removes a recipient from a package.
- Update Recipient
Updates a package recipient's phone number or Workspace role.
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
Leap CRM and SendSafely, answered
What can start an automation from Leap CRM?
Any of Leap CRM's 2 triggers in the catalog, including New Customer and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SendSafely when something happens in Leap CRM?
Any of SendSafely's 15 actions, including Update Recipient, Add Contact Group Member, Add Recipient and Get Contact Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendSafely to Leap CRM?
Yes. When something happens in SendSafely, your agent can act in Leap CRM too. This page covers both directions: SendSafely's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or SendSafely?
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 Leap CRM and SendSafely 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.