Integration
Connect Perfex CRM and SendOwl
When New Contract fires in Perfex CRM, your agent runs Update Order in SendOwl, or New Order in SendOwl 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 SendOwl 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 SendOwl can do together
From Perfex CRM to SendOwl
When New Contract in Perfex CRM
then Update Order in SendOwl
From SendOwl 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 SendOwl
Triggers and actions 12 triggers · 26 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 Order
Triggers when a SendOwl order is completed.
- Subscription Termination
Triggers when a SendOwl subscription order is cancelled.
- Check License Key
Checks whether a license key is valid for a SendOwl product.
- Create Bundle
Creates a product bundle in SendOwl.
- Create Discount
Creates a discount code in SendOwl.
- Delete Bundle
Deletes a SendOwl bundle.
- Delete Discount
Deletes a SendOwl discount.
- Delete Product
Deletes a SendOwl product.
- Find Orders
Finds SendOwl orders by buyer email, name or transaction ID.
- Find Products
Finds SendOwl products whose name matches the search term.
- Get Bundle
Returns one SendOwl bundle by its ID.
- Get Discount
Returns one SendOwl discount by its ID.
- Get Order
Returns one SendOwl order by its ID.
- Get Product
Returns one SendOwl product by its ID.
- Get Subscription
Returns one SendOwl subscription by its ID.
- List Bundles
Returns the product bundles in your SendOwl account.
- List Discounts
Returns the discounts in your SendOwl account.
- List Orders
Returns SendOwl orders, optionally filtered by state or date.
- List Products
Returns the products in your SendOwl account, one page at a time.
- List Subscriptions
Returns the subscription products in your SendOwl account.
- Resend Order Email
Resends the order or receipt emails for a SendOwl order.
- Update Order
Updates the buyer details or tag on a SendOwl order.
- Update Product
Updates a SendOwl product's name, price or category.
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 SendOwl, 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 SendOwl when something happens in Perfex CRM?
Any of SendOwl's 21 actions, including Create Bundle, Create Discount, Update Order and Update Product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendOwl to Perfex CRM?
Yes. When something happens in SendOwl, your agent can act in Perfex CRM too. This page covers both directions: SendOwl's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or SendOwl?
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 SendOwl 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.