Integration
Connect SmartMatchApp and Walcu CRM
When New Client fires in SmartMatchApp, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM 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 Walcu CRM 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 SmartMatchApp and Walcu CRM can do together
From SmartMatchApp to Walcu CRM
When New Client in SmartMatchApp
then Create Client in Walcu CRM
When New Client Note in SmartMatchApp
then Create Note in Walcu CRM
From Walcu CRM to SmartMatchApp
When New Aftersale Lead in Walcu CRM
then Create Email Draft in SmartMatchApp
When New Appraisal Lead in Walcu CRM
then Create Task in 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 Walcu CRM
Triggers and actions 8 triggers · 44 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New Client NoteTriggers when a note is added to a client.
Trigger
New TaskTriggers when a new task is created.
Action
Create ClientCreates a new client in your SmartMatchApp agency and returns its ID.
Action
Create Client MatchCreates a match between a client and another client and returns the match ID.
Action
Create Client NoteAdds a note to a client and returns the note ID.
Action
Create Email DraftCreates an email draft and returns its ID.
Action
Create TaskCreates a task and returns its ID.
Action
Create Task NoteAdds a note to a task and returns the note ID.
Action
Delete ClientDeletes a client.
Action
Delete Client MatchDeletes a client match.
Action
Delete Client NoteDeletes a client note.
Action
Delete Email DraftDeletes an email draft.
Action
Delete TaskDeletes a task.
Action
Find a ClientReturns clients, newest first, with paging.
Action
Get ClientReturns a client's type, status, created date and assigned users.
Action
Get Client NoteReturns one note on a client.
Action
Get Email DraftReturns an email draft.
Action
Get TaskReturns a task with its board, status and folder.
Action
List Client MatchesReturns a client's matches.
Action
List Client NotesReturns a client's notes.
Action
List Email DraftsReturns email drafts.
Action
List TasksReturns tasks, optionally filtered by board, status or assignee.
Action
Update ClientUpdates a client's type, status flags or assigned users.
Action
Update Client MatchUpdates a client match's group, priorities, due dates or statuses.
Action
Update Client NoteUpdates a client note's content or date.
Action
Update Email DraftUpdates an email draft's subject, message or campaign.
Action
Update TaskUpdates a task.
Trigger
New Aftersale LeadTriggers when a new aftersale lead is created in Walcu CRM.
Trigger
New Appraisal LeadTriggers when a new appraisal lead is created in Walcu CRM.
Trigger
New ClientTriggers when a new client is created in Walcu CRM.
Trigger
New Sale LeadTriggers when a new sale lead is created in Walcu CRM.
Trigger
New TaskTriggers when a new task is created in Walcu CRM.
Action
Create AftersaleleadCreates a new aftersale lead in Walcu CRM.
Action
Create AppraisalleadCreates a new appraisal lead in Walcu CRM.
Action
Create CarCreates a new car in Walcu CRM.
Action
Create ClientCreates a new client in Walcu CRM.
Action
Create DateCreates a new appointment in Walcu CRM.
Action
Create NoteCreates a new note in Walcu CRM.
Action
Create OfferCreates a new offer in Walcu CRM.
Action
Create SaleleadCreates a new sale lead in Walcu CRM.
Action
Create TaskCreates a new task in Walcu CRM.
Action
Delete OfferDeletes a offer from Walcu CRM.
Action
List Aftersale LeadsReturns aftersale leads from Walcu CRM, optionally filtered by a search expression.
Action
List AppointmentsReturns appointments from Walcu CRM, optionally filtered by a search expression.
Action
List Appraisal LeadsReturns appraisal leads from Walcu CRM, optionally filtered by a search expression.
Action
List CarsReturns cars from Walcu CRM, optionally filtered by a search expression.
Action
List ClientsReturns clients from Walcu CRM, optionally filtered by a search expression.
Action
List NotesReturns notes from Walcu CRM, optionally filtered by a search expression.
Action
List OffersReturns offers from Walcu CRM, optionally filtered by a search expression.
Action
List Sale LeadsReturns sale leads from Walcu CRM, optionally filtered by a search expression.
Action
List TasksReturns tasks from Walcu CRM, optionally filtered by a search expression.
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 Walcu CRM, 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 Walcu CRM when something happens in SmartMatchApp?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to SmartMatchApp?
Yes. When something happens in Walcu CRM, your agent can act in SmartMatchApp too. This page covers both directions: Walcu CRM's triggers and SmartMatchApp's actions are listed here as well.
Do I have to build a connector for SmartMatchApp or Walcu CRM?
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 Walcu CRM 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.