Integration
Connect MyDesk and SetSmart
When New Appointment fires in MyDesk, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Create Contact in MyDesk. 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 MyDesk and SetSmart 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 MyDesk and SetSmart can do together
From MyDesk to SetSmart
When New Appointment in MyDesk
then Set Lead to Booked in SetSmart
From SetSmart to MyDesk
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 MyDesk and SetSmart
Triggers and actions 13 triggers · 20 actions
- New Appointment
Triggered when a new appointment is created in MyDesk.
- New Company
Triggers when a new company is created in MyDesk.
- New Contact
Triggers when a new contact is created in MyDesk.
- New Opportunity
Triggered when a new opportunity is created in MyDesk.
- New Task
Triggered when a new task is created in MyDesk.
- Task Completed
Triggers when a task is marked as completed in MyDesk.
- Task Overdue
Triggers when an open task passes its planned date without being completed.
- Create Address
Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.
- Create Company
Creates a new company (account) in MyDesk and returns its id.
- Create Contact
Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.
- Create Task
Creates a new task in MyDesk and returns its id.
- Find Contact
Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.
- Find Country
Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.
- Find Opportunity
Returns the opportunities in MyDesk that match your own identifier or a filter condition.
- Find Representative
Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.
- Find Task
Returns the MyDesk tasks that match your identifier, subject or filter condition.
- Update Company
Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.
- Update Contact
Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.
- Update Opportunity
Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.
- Update Task
Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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
MyDesk and SetSmart, answered
What can start an automation from MyDesk?
Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in MyDesk?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to MyDesk?
Yes. When something happens in SetSmart, your agent can act in MyDesk too. This page covers both directions: SetSmart's triggers and MyDesk's actions are listed here as well.
Do I have to build a connector for MyDesk or SetSmart?
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 MyDesk and SetSmart 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.