Integration
Connect Pixxi CRM and Sortd for Gmail
When Lead Created fires in Pixxi CRM, your agent runs Add contact in Sortd for Gmail, or New Task Created in Sortd for Gmail to Add Lead in Pixxi CRM. 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 Pixxi CRM and Sortd for Gmail 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Pixxi CRM and Sortd for Gmail can do together
From Pixxi CRM to Sortd for Gmail
When Lead Created in Pixxi CRM
then Add contact in Sortd for Gmail
From Sortd for Gmail to Pixxi CRM
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 Pixxi CRM and Sortd for Gmail
Triggers and actions 7 triggers · 35 actions
- Lead Created
Triggers when a new lead is created in Pixxi CRM.
- Lead Updated
Triggers when a lead's information is updated in Pixxi CRM.
- Add Activity Log
Adds an activity log note to a buy or rent lead in Pixxi CRM.
- Add Lead
Submits a lead to Pixxi CRM through one of your website forms, creating the lead in Pixxi.
- Add Listing
Creates a new property listing in Pixxi CRM, optionally linking or creating its owner.
- Add Owner Activity Log
Adds an activity log entry (a message or a call recording) to an existing owner record in Pixxi.
- Create Reminder
Creates a task, event or viewing reminder in Pixxi CRM, optionally linked to a lead or listing.
- Delete Listing
Deletes a listing in Pixxi CRM, or submits the deletion for approval when your workflow requires it.
- Delete Reminder
Deletes a reminder from Pixxi CRM.
- Find Leads
Searches your Pixxi CRM leads by phone number, ID or name and returns the matches.
- Find Owners
Finds property owners in Pixxi CRM whose name, email, phone or ID matches the search text.
- Find Portal Leads
Finds portal leads (property portal enquiries) in Pixxi CRM by the lead's phone number.
- Find Website Listings
Returns website listings whose title matches the given text, optionally filtered by type, location, developer, price and size.
- List Listings
Returns all listings in your Pixxi account, filtered by type, status, location, price, size, agent and portal state.
- Update Lead
Updates an existing lead's details in Pixxi CRM, such as its name, phone, assigned agent or stage.
- Update Listing
Updates an existing listing in Pixxi CRM, such as its title, price, status, details or portal publishing.
- Update Portal Lead
Updates a portal lead by tagging it as a buy lead, rent lead, sell or rent listing, agent, or other, linking it to an existing record.
- New Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
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
Pixxi CRM and Sortd for Gmail, answered
What can start an automation from Pixxi CRM?
Any of Pixxi CRM's 2 triggers in the catalog, including Lead Created and Lead Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sortd for Gmail when something happens in Pixxi CRM?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Pixxi CRM?
Yes. When something happens in Sortd for Gmail, your agent can act in Pixxi CRM too. This page covers both directions: Sortd for Gmail's triggers and Pixxi CRM's actions are listed here as well.
Do I have to build a connector for Pixxi CRM or Sortd for Gmail?
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 Pixxi CRM and Sortd for Gmail 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.