Integration
Connect Liaison and WhatConverts
When New or Updated Application fires in Liaison, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Update organization in Liaison. 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 Liaison and WhatConverts 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 Liaison and WhatConverts can do together
From Liaison to WhatConverts
When New or Updated Application in Liaison
then Create Lead in WhatConverts
From WhatConverts to Liaison
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 Liaison and WhatConverts
Triggers and actions 3 triggers · 26 actions
- New or Updated Application
Triggers when an application for an organization is created or updated.
- Get Account Info
Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
- Get applicant
Returns an applicant's account information, including profile, user principal, email and telephones.
- Get Application
Gets one application on a CAS application form, including the applicant's submitted data.
- Get Organization
Gets one organization on a CAS application form, with its codes, contacts and program selection rules.
- Get program
Returns the details of a program offered by an organization on an application form, including its custom program attributes.
- List Applicants
Lists applicants on a CAS application form, either by CAS ID or by a date range.
- List Applications
Lists the application IDs for an organization, optionally only those last updated within a date range.
- List Organizations
Lists the organizations (schools or departments) on a CAS application form.
- List Programs
Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.
- List subscriptions
Returns the business event subscriptions set up for an application form.
- Update organization
Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
- Update program
Updates an existing program under an organization in a Liaison application form, returning the updated program.
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- List profiles
Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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
Liaison and WhatConverts, answered
What can start an automation from Liaison?
Any of Liaison's 1 trigger in the catalog, including New or Updated Application. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WhatConverts when something happens in Liaison?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Liaison?
Yes. When something happens in WhatConverts, your agent can act in Liaison too. This page covers both directions: WhatConverts's triggers and Liaison's actions are listed here as well.
Do I have to build a connector for Liaison or WhatConverts?
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 Liaison and WhatConverts 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.