Integration
Connect Perfex CRM and SeaTable
When New Contract fires in Perfex CRM, your agent runs Add row link in SeaTable, or New or Updated Row in SeaTable 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 SeaTable 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)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 SeaTable can do together
From Perfex CRM to SeaTable
When New Contract in Perfex CRM
then Add row link in SeaTable
From SeaTable 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 SeaTable
Triggers and actions 12 triggers · 12 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.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- New or Updated Row
Triggers when a row is added to or changed in a SeaTable table.
- New Row
Triggers when a new row is added to a SeaTable table.
- Add column
Adds a new column to a SeaTable table, optionally after a given column, and returns the created column.
- Add row link
Links rows in one table to rows in another table through a link column in a SeaTable base.
- Add table
Creates a new table, with the columns you specify, in a SeaTable base.
- Delete Row
Deletes a row from a table in a SeaTable base.
- Find Many Rows (With Line Item Support)
Finds every row (up to 1,000) in a SeaTable table whose column equals a value.
- Find Row
Finds the first row in a SeaTable table whose column equals a value.
- Get base metadata
Returns the structure of a SeaTable base: its tables, columns, views and settings (no row data).
- Get row
Returns one row of a SeaTable table with all its column values, by row ID.
- Lock Row
Locks a row in a SeaTable table so it cannot be edited.
- Unlock Row
Unlocks a locked row in a SeaTable table so it can be edited again.
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 SeaTable, 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 SeaTable when something happens in Perfex CRM?
Any of SeaTable's 10 actions, including Add column, Add row link, Add table and Find Many Rows (With Line Item Support). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SeaTable to Perfex CRM?
Yes. When something happens in SeaTable, your agent can act in Perfex CRM too. This page covers both directions: SeaTable's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or SeaTable?
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 SeaTable 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.