Integration
Connect Perfit and Process Street
When New Contact fires in Perfit, your agent runs Create Data Set Record in Process Street, or Data Set Record Created in Process Street to Add Interest to Contact in Perfit. 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 Perfit and Process Street 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 Perfit and Process Street can do together
From Perfit to Process Street
When New Contact in Perfit
then Create Data Set Record in Process Street
From Process Street to Perfit
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 Perfit and Process Street
Triggers and actions 8 triggers · 27 actions
- New Contact
Triggers when a new contact appears in your Perfit account.
- Add Interest to Contact
Adds an existing interest to a Perfit contact without changing the contact's other interests.
- Create Custom Field
Creates a custom field that Perfit contacts can store values in.
- Create Interest
Creates a new Perfit interest that contacts can be tagged with.
- Create List
Creates a new Perfit contact list.
- Create/Update Contact
Adds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.
- Delete Contact
Deletes a Perfit contact.
- Delete Interest
Deletes a Perfit interest.
- Delete List
Deletes a Perfit list.
- Find Contact
Finds a Perfit contact by email address.
- Find Interest
Finds a Perfit interest by name.
- Find List
Finds a Perfit list by name.
- Get Campaign Metrics
Returns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.
- Get Contact
Returns one Perfit contact, with its lists, interests and custom fields.
- Get List
Returns one Perfit list with its contact counts.
- Rename List
Renames an existing Perfit list.
- Unsubscribe Contact
Marks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.
- Update Contact
Updates an existing Perfit contact's name, gender or language.
- Data Set Record Created
Triggers when a new record is added to a data set.
- Data Set Record Updated
Triggers when an existing record is updated in a data set.
- New Comment
Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run.
- New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
- New Task Checked
Triggers when a task is checked off in a workflow.
- New Workflow Run
Triggers when a workflow is run.
- Task Ready
Triggers when a task is ready to be worked on.
- Create Data Set Record
Adds a new record to a data set.
- Delete Data Set Record
Deletes an existing record in a data set.
- Find Data Set Records
Search for data set records by form fields.
- Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
- List Workflow Run Tasks
lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
- List Workflows
Lists the workflows in your Process Street organization.
- Run Workflow
Runs a workflow.
- Update Data Set Record
Updates an existing record in a data set.
- Update Task
Update a task in a workflow run.
- Update Workflow Run
Update an existing workflow run.
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
Perfit and Process Street, answered
What can start an automation from Perfit?
Any of Perfit's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Process Street when something happens in Perfit?
Any of Process Street's 10 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Process Street to Perfit?
Yes. When something happens in Process Street, your agent can act in Perfit too. This page covers both directions: Process Street's triggers and Perfit's actions are listed here as well.
Do I have to build a connector for Perfit or Process Street?
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 Perfit and Process Street 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.