Integration
Connect Niceboard and RiskAdvisor
When New Application fires in Niceboard, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Company User in Niceboard. 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 Niceboard and RiskAdvisor 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 Niceboard and RiskAdvisor can do together
From Niceboard to RiskAdvisor
When New Application in Niceboard
then Add Notes in RiskAdvisor
When New Employer in Niceboard
then Create Client in RiskAdvisor
From RiskAdvisor to Niceboard
When Call-In Quote Submitted in RiskAdvisor
then Create Company User in Niceboard
When Custom QuoteForm Submitted in RiskAdvisor
then Create Category in Niceboard
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 Niceboard and RiskAdvisor
Triggers and actions 13 triggers · 32 actions
Trigger
New ApplicationTriggers when a job seeker submits an application through your Niceboard job board's own form.
Trigger
New EmployerTriggers when a new employer (company) is added to your Niceboard job board.
Trigger
New JobTriggers when a new job is posted on your Niceboard job board.
Trigger
New Job AlertTriggers when someone subscribes to job alerts on your Niceboard job board.
Trigger
New Job SeekerTriggers when a new job seeker account is created on your Niceboard job board.
Trigger
New SaleTriggers when a new sale (such as a paid job post) is made on your Niceboard job board.
Action
Create CategoryCreates a new job category on your Niceboard job board.
Action
Create CompanyCreates a new company (employer) on your Niceboard job board.
Action
Create Company UserAdds a new user to an existing company account on your Niceboard job board.
Action
Create JobPosts a new job to your Niceboard job board.
Action
Create Job AlertSubscribes an email address to job alerts on your Niceboard job board.
Action
Create Job SeekerCreates a new job seeker account on your Niceboard job board.
Action
Create JobtypeCreates a new job type (such as Full-time) on your Niceboard job board.
Action
Create LocationCreates a new job location on your Niceboard job board.
Action
Create Secondary CategoryCreates a new secondary job category on your Niceboard job board.
Action
Create TagCreates a new job tag on your Niceboard job board.
Action
Delete CompanyDeletes a company and its jobs from your Niceboard job board.
Action
Delete JobDeletes a job from your Niceboard job board.
Action
Delete Job SeekerDeletes a job seeker account from your Niceboard job board.
Action
Find JobsSearches the jobs on your Niceboard job board by keyword, company, category, job type or location.
Action
Get CompanyReturns one company from your Niceboard job board by its ID.
Action
Get JobReturns one job from your Niceboard job board by its ID.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates an existing RiskAdvisor client; fields left blank stay unchanged.
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 Niceboard
Niceboard to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Niceboard to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Niceboard to StripeStripe is a payment processing platform for online businesses.
Niceboard to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Niceboard to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Niceboard to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into RiskAdvisor
HubSpot to RiskAdvisorHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RiskAdvisorGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RiskAdvisorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RiskAdvisorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RiskAdvisorGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RiskAdvisorMailchimp marketing automation and email platform.
Questions
Niceboard and RiskAdvisor, answered
What can start an automation from Niceboard?
Any of Niceboard's 6 triggers in the catalog, including New Application, New Employer, New Job and New Job Alert. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Niceboard?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to Niceboard?
Yes. When something happens in RiskAdvisor, your agent can act in Niceboard too. This page covers both directions: RiskAdvisor's triggers and Niceboard's actions are listed here as well.
Do I have to build a connector for Niceboard or RiskAdvisor?
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 Niceboard and RiskAdvisor 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.