Integration
Connect Perfit and SetSmart
When New Contact fires in Perfit, your agent runs Find Contact in SetSmart, or New Lead in SetSmart 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 SetSmart 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)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 SetSmart can do together
From Perfit to SetSmart
When New Contact in Perfit
then Find Contact in SetSmart
From SetSmart 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 SetSmart
Triggers and actions 7 triggers · 24 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.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
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 Perfit
Perfit to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Perfit to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Perfit to StripeStripe is a payment processing platform for online businesses.
Perfit to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Perfit to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Perfit to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into SetSmart
HubSpot to SetSmartHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SetSmartGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SetSmartGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SetSmartGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SetSmartGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Perfit and SetSmart, 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 SetSmart when something happens in Perfit?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Perfit?
Yes. When something happens in SetSmart, your agent can act in Perfit too. This page covers both directions: SetSmart's triggers and Perfit's actions are listed here as well.
Do I have to build a connector for Perfit or SetSmart?
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 SetSmart 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.