Integration
Connect Leap CRM and Wordpress Charitable
When New Customer fires in Leap CRM, your agent runs Create Campaign in Wordpress Charitable, or New Campaign in Wordpress Charitable 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 Wordpress Charitable 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 Wordpress Charitable can do together
From Leap CRM to Wordpress Charitable
When New Customer in Leap CRM
then Create Campaign in Wordpress Charitable
When New Job in Leap CRM
then Create Donation in Wordpress Charitable
From Wordpress Charitable to Leap CRM
When New Campaign in Wordpress Charitable
then Create Customer in Leap CRM
When New Donation in Wordpress Charitable
then Create Lead in 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 Wordpress Charitable
Triggers and actions 4 triggers · 19 actions
Trigger
New CustomerTriggers when a new customer is added in Leap.
Trigger
New JobTriggers when a new job is created in Leap.
Action
Add Job NoteAdds a note to a Leap job.
Action
Add job paymentRecords a payment against a Leap job, returning the new payment record.
Action
Create CustomerCreates a customer in Leap with contact details, phone and address.
Action
Create JobCreates a job for a Leap customer with a trade and description.
Action
Create LeadCreates a lead (prospect) in Leap with a phone number and optional job description.
Action
Get CustomerReturns one Leap customer by ID, with contact details and address.
Action
Get JobReturns one Leap job by ID, including its number, customer and trades.
Action
Get job financial summaryReturns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.
Action
List job workflow historyReturns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.
Action
Update CustomerUpdates an existing Leap customer's name, email, company or note.
Action
Update job stageMoves a Leap job to a different workflow stage.
Trigger
New CampaignTriggers when a new campaign is created.
Trigger
New DonationTriggers when a new donation is received.
Action
Create CampaignCreate a new fundraising campaign.
Action
Create DonationRecord a new donation.
Action
Delete CampaignDelete a campaign by ID.
Action
Get CampaignRetrieve a single campaign by ID.
Action
Get DonationRetrieve a single donation by ID.
Action
List CampaignsList fundraising campaigns.
Action
List DonationsList donations, optionally filtered by campaign.
Action
Update CampaignUpdate an existing campaign.
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 Leap CRM
Leap CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Leap CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Leap CRM to MailchimpMailchimp marketing automation and email platform.
Leap CRM to StripeStripe is a payment processing platform for online businesses.
Leap CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Leap CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Wordpress Charitable
Cliniko to Wordpress CharitableCliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...
HubSpot to Wordpress CharitableHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Wordpress CharitableSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Wordpress CharitableSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Wordpress CharitableGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Wordpress CharitableGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Leap CRM and Wordpress Charitable, 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 Wordpress Charitable when something happens in Leap CRM?
Any of Wordpress Charitable's 8 actions, including Create Campaign, Create Donation, Update Campaign and Get Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wordpress Charitable to Leap CRM?
Yes. When something happens in Wordpress Charitable, your agent can act in Leap CRM too. This page covers both directions: Wordpress Charitable's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or Wordpress Charitable?
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 Wordpress Charitable 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.