Integration
Connect SetSmart and Vaiz
When New Lead fires in SetSmart, your agent runs Create Task in Vaiz, or New Task in Vaiz to Set Lead to Booked in SetSmart. 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 SetSmart and Vaiz 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 SetSmart and Vaiz can do together
From SetSmart to Vaiz
When New Lead in SetSmart
then Create Task in Vaiz
From Vaiz to SetSmart
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 SetSmart and Vaiz
Triggers and actions 9 triggers · 20 actions
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- New Task
Triggers when a new task is created in Vaiz, optionally limited to one board or project.
- Task Completed
Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.
- Task Group Changed
Triggers when a task moves to a different group (column) on its board.
- Add comment
Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.
- Create Task
Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.
- Delete comment
Deletes a comment from a Vaiz task or document.
- Edit Task
Updates an existing Vaiz task. Only the fields you fill in are changed.
- Get milestone
Returns a single Vaiz milestone by its ID.
- Get project
Returns a single Vaiz project by its ID, including its name, description, team, color and dates.
- Get task
Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.
- List milestones
Returns all milestones in the connected Vaiz space, with their dates, task counts and status.
- List projects
Returns all projects in the connected Vaiz space.
- List tasks
Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.
- Move task
Moves a task to another group (column) on its board, optionally at a given position.
- Update comment
Edits the text of an existing comment and adds, reorders or removes its attached files.
- Update milestone
Updates an existing milestone's name, description, dates, tags or color.
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
SetSmart and Vaiz, answered
What can start an automation from SetSmart?
Any of SetSmart's 6 triggers in the catalog, including New Lead, New Resume for Lead, AI Switched Off and Failed Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vaiz when something happens in SetSmart?
Any of Vaiz's 13 actions, including Create Task, Update comment, Update milestone and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vaiz to SetSmart?
Yes. When something happens in Vaiz, your agent can act in SetSmart too. This page covers both directions: Vaiz's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart or Vaiz?
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 SetSmart and Vaiz 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.