--- title: "Connect REsimpli to iClosed - APIANT.ai" description: "When \"New Agent\" fires in REsimpli, your agent runs \"Add deal\" in iClosed. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/resimpli-to-iclosed" --- # Connect REsimpli to iClosed When **New Agent** fires in [REsimpli](https://apiant.ai/connections/resimpli), your agent runs **Add deal** in [iClosed](https://apiant.ai/connections/iclosed). Describe the whole flow and it is built, tested on every scenario and kept running. REsimpli **4** triggers REsimpli **33** actions iClosed **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want REsimpli and iClosed 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 REsimpli can start in iClosed - When **New Agent** in REsimpli then **Add deal** in iClosed - When **New Buyer** in REsimpli then **Create Contact** in iClosed 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 REsimpli and iClosed ## Triggers and actions 4 triggers · 58 actions - Trigger **New Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. - Action **Add Call Outcome** Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call. - Action **Add custom field** Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field. - Action **Add deal** Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions. - Action **Add product** Creates a new product in your iClosed account and returns the created product. - Action **Cancel Call** Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking. - Action **Create Contact** Creates a new contact in iClosed, or updates the existing contact with the same email or phone number. - Action **Create Note** Adds a note to an existing contact in iClosed. - Action **Create Transaction** Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details. - Action **Delete transaction** Permanently deletes a transaction by its ID. This cannot be undone. - Action **Get event** Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix. - Action **List contact notes** Returns the notes recorded on an iClosed contact, optionally only those written by a specific user. - Action **List deals** Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range. - Action **List events** Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type. - Action **List products** Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting. - Action **Search Call** Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range. - Action **Search Contact** Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts. - Action **Search Custom Fields** Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier. - Action **Search Transaction** Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date. - Action **Search Users** Finds users in your iClosed account whose name or email matches the search text, including removed users. - Action **Update call** Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call. - Action **Update Contact** Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed. - Action **Update Contact Custom Field** Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier. - Action **Update deal** Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal. - Action **Update product** Updates an existing product's name or description in iClosed and returns the updated product. - Action **Update transaction** Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction. ## Each app on its own - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) - [ **iClosed** iClosed is a sales analytics & scheduler platform that helps you scale your business.](https://apiant.ai/connections/iclosed) Reviews ## What our customers say ## More from REsimpli - [ **REsimpli to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resimpli-to-salesforce) - [ **REsimpli to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resimpli-to-slack) - [ **REsimpli to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resimpli-to-stripe) - [ **REsimpli to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resimpli-to-shopify) - [ **REsimpli to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resimpli-to-trello) - [ **REsimpli to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resimpli-to-zoom) ## More into iClosed - [ **HubSpot to iClosed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iclosed) - [ **Salesforce to iClosed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iclosed) - [ **Slack to iClosed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iclosed) - [ **Google Sheets to iClosed** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-iclosed) - [ **Gmail to iClosed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iclosed) - [ **Google Calendar to iClosed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iclosed) Questions ## REsimpli and iClosed, answered ### ### What can start an automation from REsimpli? Any of REsimpli's 4 triggers in the catalog, including New Agent, New Buyer, New Lead and New Vendor. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in iClosed when something happens in REsimpli? Any of iClosed's 25 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iClosed to REsimpli? iClosed has no triggers in the catalog today, so automations start in REsimpli. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it. ### ### Do I have to build a connector for REsimpli or iClosed? 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 REsimpli and iClosed 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.