Integration
Connect Notion and RiskAdvisor
When New Comment fires in Notion, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Block to Page in Notion. 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 Notion 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 Notion and RiskAdvisor can do together
From Notion to RiskAdvisor
When New Comment in Notion
then Add Notes in RiskAdvisor
When New Data Source Item in Notion
then Create Client in RiskAdvisor
From RiskAdvisor to Notion
When Call-In Quote Submitted in RiskAdvisor
then Add Block to Page in Notion
When Custom QuoteForm Submitted in RiskAdvisor
then Add Comment in Notion
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 Notion and RiskAdvisor
Triggers and actions 12 triggers · 39 actions
Trigger
New CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database's title, description and column (property) schema.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
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
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Questions
Notion and RiskAdvisor, answered
What can start an automation from Notion?
Any of Notion's 5 triggers in the catalog, including New Comment, New Data Source Item, Updated Content in Data Source Item and Updated Content in Page. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Notion?
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 Notion?
Yes. When something happens in RiskAdvisor, your agent can act in Notion too. This page covers both directions: RiskAdvisor's triggers and Notion's actions are listed here as well.
Do I have to build a connector for Notion 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 Notion 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.