Integration
Connect Nextiva and Perfex CRM
When New Missed Call fires in Nextiva, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Send Email Response in Nextiva. 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 Nextiva and Perfex CRM 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 Nextiva and Perfex CRM can do together
From Nextiva to Perfex CRM
When New Missed Call in Nextiva
then Create Customer in Perfex CRM
From Perfex CRM to Nextiva
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 Nextiva and Perfex CRM
Triggers and actions 13 triggers · 27 actions
- New Missed Call
Triggers when a call is missed in Nextiva.
- New Received Call
Triggers when an incoming call is received in Nextiva.
- New Voicemail
Triggers when a new voicemail is received in Nextiva.
- New Workitem
Triggers when a new workitem (call, text or email) is created in Nextiva.
- Get Conversation
Returns a Nextiva conversation together with its workitems.
- Get Unread Counts
Returns the number of unread conversations, mentions, calls and voicemails.
- Get Workitem
Returns one Nextiva workitem (a call, text or email) by its ID.
- Hang Up Call
Ends an active Nextiva call.
- Hold Call
Puts an active Nextiva call on hold.
- List Conversations
Returns conversations in the Nextiva account.
- List Workitems
Returns workitems (calls, texts, emails) in the Nextiva account.
- Mute Call
Mutes an active Nextiva call.
- Send Email Response
Sends an email reply on a Nextiva email workitem.
- Send SMS
Sends an outbound SMS message from Nextiva.
- Transfer Workitem to Agent
Transfers a Nextiva workitem to another agent.
- Transfer Workitem to Inbox
Transfers a Nextiva workitem to an inbox (queue).
- Unmute Call
Unmutes a muted Nextiva call.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
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Questions
Nextiva and Perfex CRM, answered
What can start an automation from Nextiva?
Any of Nextiva's 4 triggers in the catalog, including New Missed Call, New Received Call, New Voicemail and New Workitem. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Nextiva?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Nextiva?
Yes. When something happens in Perfex CRM, your agent can act in Nextiva too. This page covers both directions: Perfex CRM's triggers and Nextiva's actions are listed here as well.
Do I have to build a connector for Nextiva or Perfex CRM?
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 Nextiva and Perfex CRM 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.