Integration
Connect Perfex CRM and Zite
When New Contract fires in Perfex CRM, your agent runs Create Record in Zite, or New Field in Zite 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 Zite 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 Zite can do together
From Perfex CRM to Zite
When New Contract in Perfex CRM
then Create Record in Zite
From Zite 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 Zite
Triggers and actions 19 triggers · 17 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.
- Deleted Field
Triggers when a field is deleted from a table.
- Deleted Record
Triggers when a record is deleted from a table.
- Deleted Table
Triggers when a table is deleted from a base.
- New Field
Triggers when a new field is created in a table.
- New Record
Triggers when a new record is created in a table.
- New Table
Triggers when a new table is created in a base.
- Updated Field
Triggers when a field is updated in a table.
- Updated Record
Triggers when an existing record is updated in a table.
- Updated Table
Triggers when a table is updated in a base.
- Create Field
Creates a new field in a table.
- Create Record
Creates a new record in a table.
- Create Table
Creates a new table in a base.
- Delete Field
Deletes a field from a table.
- Delete Record
Deletes a record from a table.
- Delete Table
Deletes a table from a base.
- Find Field
Finds a field by name.
- Find Record
Finds a record by field value.
- Find Table
Finds a table by name.
- Update Field
Updates a field's name or settings.
- Update Record
Updates an existing record in a table.
- Update Table
Updates a table's name or description.
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 Zite, 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 Zite when something happens in Perfex CRM?
Any of Zite's 12 actions, including Create Field, Create Record, Create Table and Update Field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zite to Perfex CRM?
Yes. When something happens in Zite, your agent can act in Perfex CRM too. This page covers both directions: Zite's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or Zite?
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 Zite 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.