Integration
Connect MarketSharp and Moxo
When New or Updated Contact fires in MarketSharp, your agent runs Add Data Table Record in Moxo, or New Account in Moxo to Find Contacts in MarketSharp. 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 MarketSharp and Moxo 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)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 MarketSharp and Moxo can do together
From MarketSharp to Moxo
When New or Updated Contact in MarketSharp
then Add Data Table Record in Moxo
From Moxo to MarketSharp
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 MarketSharp and Moxo
Triggers and actions 4 triggers · 34 actions
- New or Updated Contact
Triggers when a MarketSharp contact is created or modified.
- New or Updated Inquiry
Triggers when a MarketSharp inquiry (lead) is created or modified.
- Create Activity
Creates an activity (task) on a MarketSharp contact.
- Create or Update Appointment
Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.
- Create or Update Job
Creates a job and its contract for a MarketSharp contact, or updates an existing job.
- Find Contacts
Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
- Get Appointment
Returns one MarketSharp appointment by its ID.
- Get Contact
Returns one MarketSharp contact by its ID, with name, address, emails and phones.
- Get Inquiry
Returns one MarketSharp inquiry (lead) by its ID.
- Get Job
Returns one MarketSharp job by its ID.
- List Contact Inquiries
Returns every inquiry (lead) on a MarketSharp contact.
- List Contact Notes
Returns the notes on a MarketSharp contact.
- List Employees
Returns the employees of the MarketSharp company.
- List Primary Lead Sources
Returns the company's active primary lead sources.
- New Account
Triggers when a new client account is created in Moxo.
- New User
Triggers when a new user (team member or client) is added to Moxo.
- Add Data Table Record
Adds a record to a data table.
- Cancel Flow
Cancels a running flow.
- Complete Step
Completes a step in a flow, optionally with a note.
- Create Account
Creates a client account (company) in Moxo.
- Create Group Conversation
Creates a group conversation with the given participants.
- Create User
Creates an internal team member or an external (client) user in Moxo, optionally sending an invitation.
- Deactivate User
Deactivates a Moxo user so they can no longer sign in.
- Get Account
Returns one client account with its users.
- Get Action
Returns one action with its status and assignees.
- Get Flow
Returns one flow with its template, status and progress.
- Get User
Returns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
- List Accounts
Returns the client accounts (companies) in your Moxo organization.
- List Conversations
Returns your conversations.
- List Data Tables
Returns your data tables with their columns.
- List Flows
Returns flows, optionally filtered by status, template, account or search term.
- List Templates
Returns the flow templates in your Moxo organization.
- Post Flow Chat Message
Posts a chat message in a flow's conversation.
- Send Action
Sends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
- Send Conversation Message
Sends a message to a conversation.
- Start Flow
Starts a new flow from a published Moxo template, optionally naming it and setting a due date.
- Update Account
Updates a client account's name, domain or status.
- Update User
Updates a Moxo user's profile: name, title, department, phone or account.
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 MarketSharp
MarketSharp to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
MarketSharp to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
MarketSharp to StripeStripe is a payment processing platform for online businesses.
MarketSharp to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
MarketSharp to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
MarketSharp to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Moxo
HubSpot to MoxoHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MoxoGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MoxoGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MoxoGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MoxoGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MoxoMailchimp marketing automation and email platform.
Questions
MarketSharp and Moxo, answered
What can start an automation from MarketSharp?
Any of MarketSharp's 2 triggers in the catalog, including New or Updated Contact and New or Updated Inquiry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moxo when something happens in MarketSharp?
Any of Moxo's 22 actions, including Create Account, Create Group Conversation, Create User and Post Flow Chat Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxo to MarketSharp?
Yes. When something happens in Moxo, your agent can act in MarketSharp too. This page covers both directions: Moxo's triggers and MarketSharp's actions are listed here as well.
Do I have to build a connector for MarketSharp or Moxo?
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 MarketSharp and Moxo 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.