Integration
Connect Perfex CRM and Zonka Feedback
When New Contract fires in Perfex CRM, your agent runs Create or Update Contact in Zonka Feedback, or New Survey Response in Zonka Feedback 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 Zonka Feedback 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 Zonka Feedback can do together
From Perfex CRM to Zonka Feedback
When New Contract in Perfex CRM
then Create or Update Contact in Zonka Feedback
From Zonka Feedback 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 Zonka Feedback
Triggers and actions 10 triggers · 30 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 Survey Response
Triggers when a new survey response is received.
- Add Response
Records a new response to a survey, with the contact and answers you supply.
- Create or Update Contact
Creates a contact, or updates the existing contact with the same email, mobile or unique ID.
- Create Survey Link
Creates a personalized survey link for a contact.
- Delete Survey Link
Deletes a personalized survey link.
- Get Contact
Returns one contact by ID.
- Get Response
Returns one survey response with its answers.
- Get Survey
Returns one survey, including its questions.
- Get Survey Link
Returns one personalized survey link by ID.
- List Contacts
Returns contacts in your Zonka Feedback account.
- List Locations
Returns the locations in your Zonka Feedback account.
- List Responses
Returns survey responses, optionally filtered by survey and date range.
- List Surveys
Returns the surveys in your Zonka Feedback account.
- List Users
Returns the users in your Zonka Feedback account.
- List Workspaces
Returns the workspaces in your Zonka Feedback account.
- Send Email Survey
Emails a survey to one recipient.
- Send SMS Survey
Texts a survey link to one mobile number.
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 Zonka Feedback, 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 Zonka Feedback when something happens in Perfex CRM?
Any of Zonka Feedback's 16 actions, including Create or Update Contact, Create Survey Link, Send Email Survey and Send SMS Survey. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zonka Feedback to Perfex CRM?
Yes. When something happens in Zonka Feedback, your agent can act in Perfex CRM too. This page covers both directions: Zonka Feedback's triggers and Perfex CRM's actions are listed here as well.
Do I have to build a connector for Perfex CRM or Zonka Feedback?
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 Zonka Feedback 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.