Integration
Connect Leap CRM and TrustRadius
When New Customer fires in Leap CRM, your agent runs Get Page Traffic Report in TrustRadius, or New Intent Account in TrustRadius 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 TrustRadius 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 TrustRadius can do together
From Leap CRM to TrustRadius
When New Customer in Leap CRM
then Get Page Traffic Report in TrustRadius
From TrustRadius 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 TrustRadius
Triggers and actions 4 triggers · 22 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 Intent Account
Triggers when a new company starts researching your products or categories on TrustRadius.
- New Review
Triggers when a new review of your product is published on TrustRadius, with its TrustQuote, rating and reviewer.
- Get Account Details
Returns firmographic details, visitors and visit activity for one company researching your products.
- Get Intent Data
Returns the companies researching your products and categories on TrustRadius in a date range, with what they did.
- Get Page Traffic Report
Returns page views and visitors for each of your product pages on TrustRadius.
- Get Product Scores
Returns the TrustRadius Score, star score and review counts for your products.
- Get Product Traffic Report
Returns page views, visits and visitors for your products on TrustRadius, by day or month.
- Get TrustQuotes for Web Performance
Returns how your TrustQuotes for Web widgets performed on your website: renders, views and clicks per page.
- Get Visitor Insights Companies
Returns companies identified visiting your TrustRadius pages, with firmographics and visit counts (legacy report).
- Get Visitor Insights Pages
Returns companies identified visiting your TrustRadius pages, with the pages each one viewed (legacy report).
- List Product IDs
Returns your TrustRadius products and their IDs, for use in other TrustRadius operations.
- List TrustQuotes
Returns TrustQuotes, short excerpts from reviews of your products, with the reviewer and review details.
- List TrustQuote Tags
Returns the tags used to tag TrustQuotes, with their tag groups.
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 TrustRadius, 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 TrustRadius when something happens in Leap CRM?
Any of TrustRadius's 11 actions, including Get Account Details, Get Intent Data, Get Page Traffic Report and Get Product Scores. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TrustRadius to Leap CRM?
Yes. When something happens in TrustRadius, your agent can act in Leap CRM too. This page covers both directions: TrustRadius's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or TrustRadius?
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 TrustRadius 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.