Integration
Connect Saasu and WhatConverts
When New Contact fires in Saasu, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts to Create Contact in Saasu. 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 Saasu and WhatConverts 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 Saasu and WhatConverts can do together
From Saasu to WhatConverts
When New Contact in Saasu
then Create Lead in WhatConverts
From WhatConverts to Saasu
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 Saasu and WhatConverts
Triggers and actions 3 triggers · 35 actions
- New Contact
Triggers when a new contact is added to your Saasu file.
- Add activity
Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.
- Add company
Creates a company record in Saasu.
- Add item
Creates an inventory or combo item in Saasu.
- Add journal
Creates a manual journal entry with debit and credit lines in a Saasu file.
- Create Contact
Creates a new contact (person) in your Saasu file and returns its id.
- Create Item Invoice
Creates an item-layout invoice, quote or order in Saasu with inventory item line items.
- Create Service Invoice
Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.
- Delete contact
Deletes a contact from your Saasu file.
- Delete invoice
Deletes a sale or purchase invoice from the Saasu file.
- Delete item
Deletes an inventory item from the Saasu file.
- Email invoice
Emails a Saasu invoice to the email address you specify.
- Find accounts
Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.
- Find companies
Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.
- Find Contact
Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.
- Find items
Returns the inventory and combo items whose code or description matches the search text.
- Get contact
Returns a single Saasu contact by its ID.
- Get invoice
Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.
- Get journal
Returns a single journal transaction, including its date, reference, summary and journal line items.
- Update contact
Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.
- Update invoice
Updates an existing Saasu sale or purchase invoice, replacing its details and line items.
- Update item
Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- List profiles
Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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
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Questions
Saasu and WhatConverts, answered
What can start an automation from Saasu?
Any of Saasu's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WhatConverts when something happens in Saasu?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Saasu?
Yes. When something happens in WhatConverts, your agent can act in Saasu too. This page covers both directions: WhatConverts's triggers and Saasu's actions are listed here as well.
Do I have to build a connector for Saasu or WhatConverts?
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 Saasu and WhatConverts 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.