--- title: "Connect Perspective to Easybizy - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Add activity to customer\" in Easybizy." canonical: "https://apiant.ai/connect/perspective-to-easybizy" --- # Connect Perspective to Easybizy When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Add activity to customer** in [Easybizy](https://apiant.ai/connections/easybizy). Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions Easybizy **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Perspective and Easybizy to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Perspective can start in Easybizy - When **New Contact** in Perspective then **Add activity to customer** in Easybizy - When **New Lead via Funnel** in Perspective then **Create Lead** in Easybizy 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 Perspective and Easybizy ## Triggers and actions 2 triggers · 27 actions - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. - Action **Add activity to customer** Adds an activity note to a customer in Easybizy, shown in the app like a note added there. - Action **Add appointment** Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created. - Action **Add catalog item** Creates a new catalog item in Easybizy — either a service or a product — and returns the created item. - Action **Add customer** Creates a new customer in Easybizy with their contact details, tags and marketing consent. - Action **Create Lead** Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id. - Action **Delete customer** Deletes (deactivates) a customer in Easybizy by its id. - Action **Delete lead** Deletes (deactivates) an existing lead in Easybizy. - Action **Get catalog item** Returns one catalog item (a product or a service) by its type and id. - Action **Get customer** Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance. - Action **Get invoice** Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer. - Action **Get lead** Returns a single Easybizy lead by its id, including contact details, status and tags. - Action **List appointments** Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings. - Action **List catalog items** Returns the business's catalog items (products and services), optionally filtered by type or a search term. - Action **List customers** Returns the business's customers, optionally filtered, searched and sorted. - Action **List leads** Returns leads in your Easybizy account, optionally filtered, searched and sorted. - Action **Send WhatsApp message** Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed. - Action **Update customer** Updates only the fields you provide on an existing Easybizy customer. - Action **Update lead** Updates only the fields you provide on an existing Easybizy lead. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **Easybizy** Easybizy is a system to manage appointments, patient records, billing and payments, automated reminders, and...](https://apiant.ai/connections/easybizy) Reviews ## What our customers say ## More from Perspective - [ **Perspective to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perspective-to-salesforce) - [ **Perspective to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perspective-to-slack) - [ **Perspective to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/perspective-to-stripe) - [ **Perspective to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/perspective-to-shopify) - [ **Perspective to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/perspective-to-quickbooks-online) - [ **Perspective to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/perspective-to-pipedrive) ## More into Easybizy - [ **HubSpot to Easybizy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easybizy) - [ **Salesforce to Easybizy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easybizy) - [ **Slack to Easybizy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easybizy) - [ **Google Sheets to Easybizy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easybizy) - [ **Gmail to Easybizy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easybizy) - [ **Google Calendar to Easybizy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easybizy) Questions ## Perspective and Easybizy, answered ### ### What can start an automation from Perspective? Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Easybizy when something happens in Perspective? Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easybizy to Perspective? Easybizy has no triggers in the catalog today, so automations start in Perspective. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it. ### ### Do I have to build a connector for Perspective or Easybizy? 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 Perspective and Easybizy 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.