--- title: "Connect Picreel to SUMIT - APIANT.ai" description: "When \"New lead\" fires in Picreel, your agent runs \"Add customer\" in SUMIT. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/picreel-to-sumit" --- # Connect Picreel to SUMIT When **New lead** fires in [Picreel](https://apiant.ai/connections/picreel), your agent runs **Add customer** in [SUMIT](https://apiant.ai/connections/sumit). Describe the whole flow and it is built, tested on every scenario and kept running. Picreel **1** trigger SUMIT **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Picreel and SUMIT 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 Picreel can start in SUMIT - When **New lead** in Picreel then **Add customer** in SUMIT - When **New lead** in Picreel then **Add customer remark** in SUMIT 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 Picreel and SUMIT ## Triggers and actions 1 trigger · 9 actions - Trigger **New lead** Fires instantly when Picreel captures a new lead. Manual-registration webhook: in Picreel, click Leads in the left sidebar, click Export to CRMs and choose Webhooks, paste this trigger's minted URL into the URL field at the top, tick "Live export after submit", and save. The payload arrives flat and binds as {{ trigger.body.* }} — email, name, phone, request_url, user_id. - Action **Add customer** Creates a customer in SUMIT, or finds an existing one according to the chosen search mode, and returns its customer number. - Action **Add customer remark** Adds a text remark to an existing SUMIT customer and returns the new remark's id. - Action **Add income item** Creates an income item (a product or service you sell) in SUMIT, or finds an existing one according to the chosen search mode. - Action **Create Card** Creates a new card (CRM entity) in a SUMIT folder with the field values you provide. - Action **Get Card** Returns a SUMIT CRM card (entity) by its ID, including its folder and field values. - Action **Get document PDF** Returns the PDF file of a SUMIT document, located by its document ID or by its type and number. - Action **List income items** Returns the income items (products and services) defined in your SUMIT account, with their name, description, price, cost and SKU. - Action **Update Card** Updates the fields of an existing card (entity) in a SUMIT CRM folder. - Action **Update customer** Updates an existing customer's details in SUMIT, such as name, contact information and custom fields. ## Each app on its own - [ **Picreel** Picreel provides exit-intent offers and popups for your website to recover abandoning visitors and improve...](https://apiant.ai/connections/picreel) - [ **SUMIT** SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit...](https://apiant.ai/connections/sumit) Reviews ## What our customers say ## More from Picreel - [ **Picreel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/picreel-to-anthropic) - [ **Picreel to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/picreel-to-swagger-generator) - [ **Picreel to TimeCamp** TimeCamp helps you and your team to track time.](https://apiant.ai/connect/picreel-to-timecamp) - [ **Picreel to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/picreel-to-hubspot) - [ **Picreel to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/picreel-to-salesforce) - [ **Picreel to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/picreel-to-slack) ## More into SUMIT - [ **HubSpot to SUMIT** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sumit) - [ **Salesforce to SUMIT** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sumit) - [ **Slack to SUMIT** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sumit) - [ **Google Sheets to SUMIT** Google Sheets](https://apiant.ai/connect/google-sheets-to-sumit) - [ **Gmail to SUMIT** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sumit) - [ **Google Calendar to SUMIT** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sumit) Questions ## Picreel and SUMIT, answered ### ### What can start an automation from Picreel? Any of Picreel's 1 trigger in the catalog, including New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SUMIT when something happens in Picreel? Any of SUMIT's 9 actions, including Create Card, Update Card, Update customer and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SUMIT to Picreel? SUMIT has no triggers in the catalog today, so automations start in Picreel. If you need the other direction, ask: your agent reads SUMIT's API documentation and adds it. ### ### Do I have to build a connector for Picreel or SUMIT? 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 Picreel and SUMIT without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in SUMIT 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.