Integration
Connect NotePM and Perfex CRM
When New Comment fires in NotePM, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Comment in NotePM. 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 NotePM 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 NotePM and Perfex CRM can do together
From NotePM to Perfex CRM
When New Comment in NotePM
then Create Customer in Perfex CRM
From Perfex CRM to NotePM
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 NotePM and Perfex CRM
Triggers and actions 13 triggers · 32 actions
- New Comment
Triggers when a new comment is added to a NotePM page.
- New Note
Triggers when a new note is created in your NotePM team.
- New Page
Triggers when a new page is created in NotePM.
- New Page or Updated Page
Triggers when a NotePM page is created or updated.
- Archive Note
Archives a NotePM note.
- Create Comment
Adds a comment to a NotePM page.
- Create Folder
Creates a folder in a NotePM note.
- Create Note
Creates a note in your NotePM team.
- Create Page
Creates a page in a NotePM note.
- Create Tag
Creates a tag in NotePM.
- Delete Note
Deletes a NotePM note.
- Delete Page
Deletes a NotePM page.
- Get Note
Returns one NotePM note by its note code, including its name, description, scope and members.
- Get Page
Returns one NotePM page with its title, body and tags.
- Get User
Returns one NotePM user by user code.
- List Folders
Returns the folders in a NotePM note.
- List Notes
Returns the notes in your NotePM team.
- List Tags
Returns the tags in your NotePM team with their page counts.
- List Users
Returns the users in your NotePM team.
- Search Pages
Searches NotePM pages by text, note or tag.
- Update Note
Updates a NotePM note's name, description or scope.
- Update Page
Updates a NotePM page's title or body.
- 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
What our customers say
More from NotePM
NotePM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
NotePM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
NotePM to StripeStripe is a payment processing platform for online businesses.
NotePM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
NotePM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
NotePM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Perfex CRM
HubSpot to Perfex CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Perfex CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Perfex CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Perfex CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Perfex CRMMailchimp marketing automation and email platform.
Questions
NotePM and Perfex CRM, answered
What can start an automation from NotePM?
Any of NotePM's 4 triggers in the catalog, including New Comment, New Note, New Page and New Page or Updated Page. 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 NotePM?
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 NotePM?
Yes. When something happens in Perfex CRM, your agent can act in NotePM too. This page covers both directions: Perfex CRM's triggers and NotePM's actions are listed here as well.
Do I have to build a connector for NotePM 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 NotePM 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.