Integration
Connect Perspective and Track-POD
When New Contact fires in Perspective, your agent runs Find an Order by External Id in Track-POD, or Order Created in Track-POD 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 Track-POD 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 Track-POD can do together
From Perspective to Track-POD
When New Contact in Perspective
then Find an Order by External Id in Track-POD
When New Lead via Funnel in Perspective
then Find an Order by Id in Track-POD
From Track-POD to Perspective
When Order Created in Track-POD
then Create Contact in Perspective
When Order Status Updated in Track-POD
then Update Contact Field in 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 Track-POD
Triggers and actions 7 triggers · 18 actions
Trigger
New ContactTriggers when a new contact is added to the selected funnel.
Trigger
New Lead via FunnelTriggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself).
Action
Create ContactCreates a new contact in the CRM of a Perspective funnel. Returns the created contact.
Action
Get ContactReturns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found.
Action
Get Funnel ChartReturns 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 KPIReturns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period.
Action
Get Funnel Question InsightReturns aggregated response counts for a specific funnel question or survey element over a date range.
Action
List ContactsReturns the CRM contacts captured by a funnel, with their details, custom properties and attribution data.
Action
List WorkspacesReturns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one.
Action
Update Contact FieldUpdates 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.
Trigger
Order CreatedTriggers when a new order appears in Track-POD.
Trigger
Order Not Collected \ Not DeliveredTriggers when a Track-POD order is marked not delivered or not collected.
Trigger
Order Partially Collected \ DeliveredTriggers when a Track-POD order is marked partially delivered or partially collected.
Trigger
Order Status UpdatedTriggers when the delivery status of a Track-POD order changes.
Trigger
Order UpdatedTriggers when any detail of a Track-POD order changes.
Action
Add driverCreates a new driver in Track-POD with a login username and password.
Action
Add routeCreates a route in Track-POD for a given date, optionally with a driver, vehicle, depot and a list of orders.
Action
Delete OrderDeletes a Track-POD order by its external Id, as long as the driver has not yet arrived.
Action
Find an Order by External IdFinds a Track-POD order by the external Id from your own system.
Action
Find an Order by IdFinds a Track-POD order by its Track-POD tracking Id.
Action
Find an Order by NumberFinds a Track-POD order by its order number.
Action
Find a Route by CodeFinds a Track-POD route by its route code.
Action
List driversReturns every driver in your Track-POD account.
Action
List orders by dateReturns all orders scheduled for a given date.
Action
List vehiclesReturns the vehicles in your Track-POD account, optionally only the one with a given vehicle 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
Perspective and Track-POD, 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 Track-POD when something happens in Perspective?
Any of Track-POD's 10 actions, including Add driver, Add route, Find an Order by External Id and Find an Order by Id. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Track-POD to Perspective?
Yes. When something happens in Track-POD, your agent can act in Perspective too. This page covers both directions: Track-POD's triggers and Perspective's actions are listed here as well.
Do I have to build a connector for Perspective or Track-POD?
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 Track-POD 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.