Integration
Connect RiskAdvisor to Reloadify
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add order in Reloadify. 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 RiskAdvisor and Reloadify 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 RiskAdvisor can start in Reloadify
When Call-In Quote Submitted in RiskAdvisor
then Add order in Reloadify
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 RiskAdvisor and Reloadify
Triggers and actions 7 triggers · 32 actions
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
- Add global unsubscribe
Globally unsubscribes a profile (by email or profile id) from all Reloadify mailings for a language, or re-subscribes it.
- Add order
Creates or updates an order in Reloadify for a language, linked to an existing profile.
- Add product
Creates a product in a Reloadify language (shop), or updates it when a product with the same id already exists.
- Add shopping cart
Creates or updates a shopping cart for a customer profile in a Reloadify language (shop), e.g. to power abandoned-cart emails.
- Create Profile
Creates a profile in a Reloadify language, or updates the existing profile with the same email.
- Delete product
Hides a product in a Reloadify language. The product is kept so existing order lines still reference it; send it again as visible to show it.
- Delete profile
Deletes a profile (contact) from a Reloadify language by its id.
- Find profiles
Finds profiles in a Reloadify language by email address and/or creation and update dates.
- Get order
Returns a single order, including its products, totals, status and custom attributes, by its ID within a store language.
- Get product
Returns a single product from your Reloadify store by its ID, including price, images, brand, categories and custom attributes.
- Get profile
Returns a single Reloadify profile (contact) by its ID, including subscription status, address details and custom attributes.
- Get shopping cart
Returns a shopping cart by its ID, including its profile, products, price, recovery link and custom attributes.
- List languages
Returns the languages (shops) configured in your Reloadify account, with each language's id, name, code and active status.
- List orders
Returns the orders recorded for a store language, optionally filtered by when they were created or updated.
- List products
Returns the products in a store language, optionally filtered by when they were created or updated.
- List segments
Returns the segments defined in your Reloadify account, optionally limited to one language.
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 RiskAdvisor
RiskAdvisor to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
RiskAdvisor to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
RiskAdvisor to StripeStripe is a payment processing platform for online businesses.
RiskAdvisor to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
RiskAdvisor to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
RiskAdvisor to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Reloadify
HubSpot to ReloadifyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ReloadifyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ReloadifyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ReloadifyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
RiskAdvisor and Reloadify, answered
What can start an automation from RiskAdvisor?
Any of RiskAdvisor's 7 triggers in the catalog, including Call-In Quote Submitted, Custom QuoteForm Submitted, New Client and New Policy. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Reloadify when something happens in RiskAdvisor?
Any of Reloadify's 16 actions, including Create Profile, Add global unsubscribe, Add order and Add product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Reloadify to RiskAdvisor?
Reloadify has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Reloadify's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Reloadify?
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 RiskAdvisor and Reloadify 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.