Integration
Connect Perspective and RepairDesk
When New Contact fires in Perspective, your agent runs Create a New Invoice in RepairDesk, or Inventory Updated in RepairDesk to Create Contact in Perspective. 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 Perspective and RepairDesk 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 Perspective and RepairDesk can do together
From Perspective to RepairDesk
When New Contact in Perspective
then Create a New Invoice in RepairDesk
From RepairDesk to Perspective
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 RepairDesk
Triggers and actions 11 triggers · 15 actions
- New Contact
Triggers when a new contact is added to the selected funnel.
- New Lead via Funnel
Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
- Create Contact
Creates a new contact in the CRM of a Perspective funnel. Returns the created contact.
- Get Contact
Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
- 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.
- Get Funnel KPI
Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
- Get Funnel Question Insight
Returns aggregated response counts for a specific funnel question or survey element over a date range.
- List Contacts
Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
- List Workspaces
Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
- 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.
- Employee Commission
Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes.
- Inventory Updated
Triggers when an inventory item is added or changed (stock, price, name or other details).
- New Customer
Triggers when a new customer is added in RepairDesk.
- New Inventory Item
Triggers when a new inventory item is added in RepairDesk.
- New Invoice
Triggers when a new invoice is created in RepairDesk.
- New Lead
Triggers when a new lead (appointment) is created in RepairDesk.
- New Payment Added
Triggers when a payment is recorded against an invoice in your RepairDesk store today.
- New Ticket
Triggers when a new repair ticket is created in RepairDesk.
- Ticket Status Change
Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets).
- Add Payment
Records a payment against an existing RepairDesk invoice.
- Create a New Invoice
Creates a new invoice for a customer in RepairDesk with the given line items.
- Create a New Ticket
Creates a repair ticket in RepairDesk for a customer, with one or more device line items.
- Create Customer
Creates a new customer in RepairDesk with their contact details and address.
- Create Lead
Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired.
- Find Customer
Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source.
- Update Ticket
Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images.
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 Perspective
Perspective to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Perspective to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Perspective to StripeStripe is a payment processing platform for online businesses.
Perspective to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Perspective to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Perspective to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into RepairDesk
HubSpot to RepairDeskHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RepairDeskGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RepairDeskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RepairDeskGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RepairDeskGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RepairDeskMailchimp marketing automation and email platform.
Questions
Perspective and RepairDesk, 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 RepairDesk when something happens in Perspective?
Any of RepairDesk's 7 actions, including Create a New Invoice, Create a New Ticket, Create Customer and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RepairDesk to Perspective?
Yes. When something happens in RepairDesk, your agent can act in Perspective too. This page covers both directions: RepairDesk's triggers and Perspective's actions are listed here as well.
Do I have to build a connector for Perspective or RepairDesk?
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 RepairDesk 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.