Integration
Connect Novi AMS and SetSmart
When Event Registration Created fires in Novi AMS, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Get Order in Novi AMS. 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 Novi AMS 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)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 Novi AMS and SetSmart can do together
From Novi AMS to SetSmart
When Event Registration Created in Novi AMS
then Set Lead to Booked in SetSmart
When Event Registration Updated in Novi AMS
then Find Contact in SetSmart
From SetSmart to Novi AMS
When New Lead in SetSmart
then Get Order in Novi AMS
When New Resume for Lead in SetSmart
then Find Event Registration in Novi AMS
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 Novi AMS and SetSmart
Triggers and actions 8 triggers · 14 actions
Trigger
Event Registration CreatedTriggers when someone registers for an event in Novi AMS, including the attendees on the registration.
Trigger
Event Registration UpdatedTriggers when an event registration changes in Novi AMS, such as a payment status or attendee update.
Action
Creates Member ActivityCreates an activity (call, meeting, CEU and so on) on a member's record in Novi AMS.
Action
Find Event RegistrationFinds event registrations in Novi AMS by attendee name, optionally within one event.
Action
Find MemberFinds members in Novi AMS by full name, email address or parent company name.
Action
Get MemberReturns one member's full record from Novi AMS.
Action
Get OrderReturns one order from Novi AMS, with its line items and purchaser.
Action
List EventsReturns the events in Novi AMS, optionally filtered by name.
Action
Updates MemberUpdates a member's name, contact details or notes in Novi AMS.
Trigger
AI Switched OffTriggers when the AI is switched off for a SetSmart lead.
Trigger
Failed MessageTriggers when a message to a SetSmart lead fails to send.
Trigger
Lead Accepts to Book a Sales CallTriggers when a SetSmart lead agrees to book a sales call.
Trigger
Lead AnsweredTriggers when a SetSmart lead answers the AI for the first time.
Trigger
New LeadTriggers when a new lead (conversation) is created in SetSmart.
Trigger
New Resume for LeadTriggers when the SetSmart AI generates or updates a lead's qualification summary.
Action
Cancel Scheduled MessageCancels a pending scheduled template message before it is sent.
Action
Export ConversationsExports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
Action
Find ContactFinds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
Action
List Scheduled MessagesLists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
Action
Set Lead to BookedMarks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
Action
Turn Off AITurns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
Action
Turn On AITurns 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
More from Novi AMS
Novi AMS to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Novi AMS to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Novi AMS to StripeStripe is a payment processing platform for online businesses.
Novi AMS to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Novi AMS to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Novi AMS to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into SetSmart
HubSpot to SetSmartHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SetSmartSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SetSmartGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SetSmartGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SetSmartGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SetSmartGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Novi AMS and SetSmart, answered
What can start an automation from Novi AMS?
Any of Novi AMS's 2 triggers in the catalog, including Event Registration Created and Event Registration Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in Novi AMS?
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 Novi AMS?
Yes. When something happens in SetSmart, your agent can act in Novi AMS too. This page covers both directions: SetSmart's triggers and Novi AMS's actions are listed here as well.
Do I have to build a connector for Novi AMS 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 Novi AMS 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.