Integration
Connect Perfex CRM and SweepWidget
When New Contract fires in Perfex CRM, your agent runs Update Whitelisted Emails in SweepWidget, or New Entry - Get User Data in SweepWidget 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 SweepWidget 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 SweepWidget can do together
From Perfex CRM to SweepWidget
When New Contract in Perfex CRM
then Update Whitelisted Emails in SweepWidget
From SweepWidget 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 SweepWidget
Triggers and actions 10 triggers · 32 actions
- New Contract
Triggers when a new contract 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 Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
- New Entry - Get User Data
Triggers when a new user enters your giveaway, returning their name, email and details.
- Add Entry Method
Adds an entry method (a way to earn entries) to a giveaway.
- Add Manual Entries
Adds bonus entries for a user who has already entered a giveaway.
- Add Prize
Adds a prize to a giveaway.
- Add Unlock Reward
Adds an unlock reward (milestone prize entry or coupon) to a giveaway.
- Create Giveaway
Creates a new giveaway and returns its ID, link and embed code.
- Delete Entry Method
Deletes an entry method from a giveaway.
- Delete Giveaway
Deletes a giveaway (SweepWidget support can recover it).
- Enter User Into Giveaway
Enters a person into a giveaway.
- Get User Referral Link
Returns a user's referral link for a giveaway.
- List Giveaway Entries
Returns every entry made in a giveaway, 50 per page.
- List Giveaways
Returns your live, scheduled or expired giveaways, 50 per page.
- List Giveaways Entered by User
Returns the IDs of your giveaways that a user has entered, found by user ID or email.
- List Giveaway Users
Returns each unique user who entered a giveaway, 50 per page.
- List Giveaway Winners
Returns the winners of a giveaway, 50 per page.
- List User Entries
Returns the entries one user completed in a giveaway.
- Update Entry Method
Updates an entry method on a giveaway; fields left empty stay unchanged.
- Update Giveaway
Updates a giveaway's settings; fields left empty stay unchanged.
- Update Whitelisted Emails
Sets which emails may enter one giveaway, or all of your giveaways.
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
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Questions
Perfex CRM and SweepWidget, answered
What can start an automation from Perfex CRM?
Any of Perfex CRM's 9 triggers in the catalog, including New Contract, New Estimate, New Invoice and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SweepWidget when something happens in Perfex CRM?
Any of SweepWidget's 18 actions, including Create Giveaway, Update Entry Method, Update Giveaway and Update Whitelisted Emails. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SweepWidget to Perfex CRM?
Yes. When something happens in SweepWidget, your agent can act in Perfex CRM too. This page covers both directions: SweepWidget's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or SweepWidget?
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 SweepWidget 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.