Integration
Connect Perfex CRM to Vincario
When New Contract fires in Perfex CRM, your agent runs Stolen Check in Vincario. 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 Vincario 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 can start in Vincario
When New Contract in Perfex CRM
then Stolen Check in Vincario
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 Vincario
Triggers and actions 10 triggers · 10 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.
- Create Task
Creates a task 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.
- Stolen Check
Performs a real-time VIN check in national police databases of stolen vehicles of Czech Republic, Hungary, Italy, Romania, Slovenia, Slovakia and Vincario's own database of stolen vehicles.
- Vehicle Market Value
Master vehicle valuation and get insight into the vehicle market price with Vincario appraisal services.
- VIN Decoder
Break down VIN (Vehicle Identification Number) and returns a full vehicle specification like: Make, Model, Model Year, Engine details, Transmission, Drive etc.
- VIN Decoder Info
This endpoint is FREE of charge. Provides list of vehicle attributes that can be decoded from a VIN with "VIN Decoder" service.
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
More from Perfex CRM
Perfex CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Perfex CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Perfex CRM to StripeStripe is a payment processing platform for online businesses.
Perfex CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Perfex CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Perfex CRM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Vincario
Salesmate to VincarioSalesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...
HubSpot to VincarioHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to VincarioGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VincarioGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Perfex CRM and Vincario, 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 Vincario when something happens in Perfex CRM?
Any of Vincario's 4 actions, including Stolen Check, Vehicle Market Value, VIN Decoder and VIN Decoder Info. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vincario to Perfex CRM?
Vincario has no triggers in the catalog today, so automations start in Perfex CRM. If you need the other direction, ask: your agent reads Vincario's API documentation and adds it.
Do I have to build a connector for Perfex CRM or Vincario?
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 Vincario 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.