Integration
Connect PayChasers and Prospect CRM
When New Chase Created fires in PayChasers, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Create Client in PayChasers. 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 PayChasers and Prospect 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 PayChasers and Prospect CRM can do together
From PayChasers to Prospect CRM
When New Chase Created in PayChasers
then Add contact in Prospect CRM
When New Chase Created in PayChasers
then Add lead in Prospect CRM
From Prospect CRM to PayChasers
When New contact in Prospect CRM
then Create Client in PayChasers
When New lead in Prospect CRM
then List clients in PayChasers
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 PayChasers and Prospect CRM
Triggers and actions 3 triggers · 24 actions
Trigger
New Chase CreatedTriggers when a new payment chase is created in PayChasers, via the dashboard or the API.
Action
Create ChaseCreates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id.
Action
Create ClientAdds a new client to your PayChasers account with a name, billing email and optional notes.
Action
List chasesReturns the payment chases in your PayChasers account, optionally filtered by status.
Action
List clientsReturns the clients in your PayChasers account.
Action
Mark Chase as PaidMarks a payment chase as paid, stopping further follow-ups for it.
Trigger
New contactTriggers when a new contact is added in Prospect CRM.
Trigger
New leadTriggers when a new lead is created in Prospect CRM.
Action
Add bookingCreates a booking (a scheduled appointment or reservation) in Prospect CRM.
Action
Add contactCreates a new contact in Prospect CRM and returns the created contact record.
Action
Add enquiryCreates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
Action
Add leadCreates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
Action
Create CustomerCreates a customer (company) record in Prospect CRM and returns the new company.
Action
Create EntityCreates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
Action
Find companiesReturns the companies in Prospect CRM that match a filter, such as a company name.
Action
Find contactsReturns the contacts that match a filter, such as an email address or surname.
Action
Find EntityFinds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
Action
Find leadsFinds leads in Prospect CRM that match a filter condition and returns the matching lead records.
Action
Get companyReturns a single company record by its ID.
Action
Get contactReturns a single Prospect CRM contact by its contact ID.
Action
List webhook actionsReturns the webhook event types Prospect CRM can subscribe to.
Action
Update companyUpdates an existing company in Prospect CRM, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in Prospect CRM. Only the fields you fill in are changed.
Action
Update EntityUpdates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
Action
Update leadUpdates an existing lead in Prospect CRM. Only the fields you fill in are changed.
Action
Update Opportunity StatusChanges the status of an opportunity (lead) in Prospect CRM.
Action
Update Problem StatusUpdates the status of an existing problem (support case) in Prospect CRM.
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
PayChasers and Prospect CRM, answered
What can start an automation from PayChasers?
Any of PayChasers's 1 trigger in the catalog, including New Chase Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in PayChasers?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to PayChasers?
Yes. When something happens in Prospect CRM, your agent can act in PayChasers too. This page covers both directions: Prospect CRM's triggers and PayChasers's actions are listed here as well.
Do I have to build a connector for PayChasers or Prospect 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 PayChasers and Prospect 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.