Integration
Connect SmartMatchApp and Spotio
When New Client fires in SmartMatchApp, your agent runs Update Record in Spotio, or Activity Created in Spotio to Create Email Draft in SmartMatchApp. 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 SmartMatchApp and Spotio 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 SmartMatchApp and Spotio can do together
From SmartMatchApp to Spotio
When New Client in SmartMatchApp
then Update Record in Spotio
From Spotio to SmartMatchApp
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 SmartMatchApp and Spotio
Triggers and actions 9 triggers · 32 actions
- New Client
Triggers when a new client is created.
- New Client Note
Triggers when a note is added to a client.
- New Task
Triggers when a new task is created.
- Create Client
Creates a new client in your SmartMatchApp agency and returns its ID.
- Create Client Match
Creates a match between a client and another client and returns the match ID.
- Create Client Note
Adds a note to a client and returns the note ID.
- Create Email Draft
Creates an email draft and returns its ID.
- Create Task
Creates a task and returns its ID.
- Create Task Note
Adds a note to a task and returns the note ID.
- Delete Client
Deletes a client.
- Delete Client Match
Deletes a client match.
- Delete Client Note
Deletes a client note.
- Delete Email Draft
Deletes an email draft.
- Delete Task
Deletes a task.
- Find a Client
Returns clients, newest first, with paging.
- Get Client
Returns a client's type, status, created date and assigned users.
- Get Client Note
Returns one note on a client.
- Get Email Draft
Returns an email draft.
- Get Task
Returns a task with its board, status and folder.
- List Client Matches
Returns a client's matches.
- List Client Notes
Returns a client's notes.
- List Email Drafts
Returns email drafts.
- List Tasks
Returns tasks, optionally filtered by board, status or assignee.
- Update Client
Updates a client's type, status flags or assigned users.
- Update Client Match
Updates a client match's group, priorities, due dates or statuses.
- Update Client Note
Updates a client note's content or date.
- Update Email Draft
Updates an email draft's subject, message or campaign.
- Update Task
Updates a task.
- Activity Created
Triggers when a new activity (such as a visit, call or note) is logged in SPOTIO.
- Activity Created or Updated
Triggers when an activity in SPOTIO is logged or changed.
- Document Added to Record
Triggers when a document is added to a chosen SPOTIO record.
- Record Created
Triggers when a new record (pin/lead) is created in SPOTIO.
- Record Created or Updated
Triggers when a SPOTIO record is created or updated.
- Record Stage Changed
Triggers when a SPOTIO record moves to a different stage.
- Create Activity
Logs a new activity (such as a visit, call or event) on a SPOTIO record.
- Create Activity Note
Adds a note to a SPOTIO record.
- Create Appointment
Schedules an appointment on a SPOTIO record.
- Search Activity by ActivityId
Returns one SPOTIO activity by its ID, including the record it belongs to.
- Search Record
Searches SPOTIO records by any text (name, address, phone, email or field value) and returns the matches.
- Update Activity
Updates an existing SPOTIO activity's title, notes, date, result or done state.
- Update Record
Updates one value on an existing SPOTIO record, such as its stage, owner or a custom field.
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
SmartMatchApp and Spotio, answered
What can start an automation from SmartMatchApp?
Any of SmartMatchApp's 3 triggers in the catalog, including New Client, New Client Note and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Spotio when something happens in SmartMatchApp?
Any of Spotio's 7 actions, including Create Activity, Create Activity Note, Create Appointment and Update Activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spotio to SmartMatchApp?
Yes. When something happens in Spotio, your agent can act in SmartMatchApp too. This page covers both directions: Spotio's triggers and SmartMatchApp's actions are listed here as well.
Do I have to build a connector for SmartMatchApp or Spotio?
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 SmartMatchApp and Spotio 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.