Integration
Connect Outlign and Perfex CRM
When Milestone Created fires in Outlign, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Task in Outlign. 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 Outlign 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 Outlign and Perfex CRM can do together
From Outlign to Perfex CRM
When Milestone Created in Outlign
then Create Customer in Perfex CRM
From Perfex CRM to Outlign
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 Outlign and Perfex CRM
Triggers and actions 18 triggers · 18 actions
- Milestone Created
Triggers when a new milestone is created.
- Milestone Updated
Triggers when a milestone is updated.
- New Client
Triggers when a new client is created.
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created.
- Section Updated
Triggers when a section / phase is updated.
- Task Completed
Triggers when a task is marked as completed.
- Task Due Date Updated
Triggers when a task's due date is updated.
- Create Client
Creates a new client.
- Create Milestone
creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).
- Create Project
Creates a new project from scratch.
- Create Section
Creates a new section / phase in a project.
- Create Task
Creates a new task in a project.
- Find Client
Finds a client by name.
- Find Project
Finds a project by name within a specific client.
- Find Section
Finds sections / phases by title within a specific project.
- Find Task
Finds tasks by title within a specific section.
- Get Milestone
Returns a milestone with its title, due date, description, color and project.
- Update Milestone
updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.
- Update Section
updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.
- Update Task
updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer 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 Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- 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
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Questions
Outlign and Perfex CRM, answered
What can start an automation from Outlign?
Any of Outlign's 8 triggers in the catalog, including Milestone Created, Milestone Updated, New Client and New Project. 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 Outlign?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Outlign?
Yes. When something happens in Perfex CRM, your agent can act in Outlign too. This page covers both directions: Perfex CRM's triggers and Outlign's actions are listed here as well.
Do I have to build a connector for Outlign 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 Outlign 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.