Integration
Connect Perfex CRM and Rendex
When New Contract fires in Perfex CRM, your agent runs Extract Text From a Web Page in Rendex, or New Completed Screenshot in Rendex to Create Customer in Perfex CRM. 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 Perfex CRM and Rendex 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 Perfex CRM and Rendex can do together
From Perfex CRM to Rendex
When New Contract in Perfex CRM
then Extract Text From a Web Page in Rendex
From Rendex to Perfex CRM
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 Perfex CRM and Rendex
Triggers and actions 11 triggers · 18 actions
- 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.
- New Completed Screenshot
Triggers when a background screenshot or PDF capture finishes.
- Capture Screenshot
Captures a webpage or HTML as a PNG, JPEG, WebP, or PDF file.
- Capture Screenshot (Background)
Queues a screenshot or PDF capture as a background job and returns a Job ID.
- Create Render Link
Create a hosted, auto-caching image or PDF link for a URL, HTML, or Markdown — perfect for og:image social preview tags.
- Extract Text From a Web Page
Get the clean article text (Markdown) from any URL.
- Find Website Watch
Finds a watch by ID and returns its current status and details.
- Generate PDF
Generates a PDF from a webpage or HTML with custom page size, margins, and orientation.
- Get Account
Returns the account's plan, usage, and upgrade info.
- Get Job Status
Finds a background job by ID and returns its status and result URL.
- List Website Watches
Returns all configured website watches for the account.
- List Website Watch Runs
Returns the run history (check results/changes) for a given website watch.
- Run a Check Now
Trigger an immediate check of a watch, outside its normal schedule.
- Test a Website Watch
Try out a watch on a page once, without creating it — check the page can be read and see what Rendex captures before you start monitoring.
- Update Website Watch
Change a watch's schedule, alerts, or settings — or pause and resume it.
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
Perfex CRM and Rendex, answered
What can start an automation from Perfex CRM?
Any of Perfex CRM's 10 triggers in the catalog, including New Contract, New Customer, New Estimate and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rendex when something happens in Perfex CRM?
Any of Rendex's 13 actions, including Create Render Link, Update Website Watch, Capture Screenshot and Capture Screenshot (Background). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rendex to Perfex CRM?
Yes. When something happens in Rendex, your agent can act in Perfex CRM too. This page covers both directions: Rendex's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or Rendex?
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 Perfex CRM and Rendex 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.