Integration
Connect Transax to Simplicate
When New Contact fires in Transax, your agent runs Create Contact in Simplicate. 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 Transax and Simplicate 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 Transax can start in Simplicate
When New Contact in Transax
then Create Contact in Simplicate
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 Transax and Simplicate
Triggers and actions 4 triggers · 24 actions
- New Contact
Triggers when a contact is created in Transax.
- New Financial Application
Triggers when a new financial application is created in Transax.
- New Lead
Triggers when a new lead is created in Transax.
- Updated Contact
Triggers when a contact is updated in Transax.
- Change Financial Application Status
Changes the status of a financial application.
- Create Contact
Creates a contact in Transax.
- Create Lead
Creates a lead in Transax by submitting a contact form message.
- Get Financial Application Information
Returns the details of one financial application.
- Get Financial Applications
Returns the IDs of financial applications matching an optional status and creation date range.
- List Financing Applications
Returns the financing applications (ID and applicant name) for the account.
- List Locations
Returns all locations of the dealership.
- Create Company
Creates a company (organization) in Simplicate CRM.
- Create Contact
Creates a contact (person) in Simplicate.
- Create (Fixed Fee) Sales Service
Creates a fixed-fee service on a Simplicate sale.
- Create (Fixed Fee) Service
Creates a fixed-fee service on a Simplicate project.
- Create Project
Creates a project in Simplicate.
- Create Sales
Creates a sale in Simplicate.
- Create Timeline Note
Adds a note to the Simplicate timeline, linked to a company, person, project or sale.
- Find Company by ID
Returns one company by its Simplicate ID.
- Find Company by Name
Finds the first company whose name matches, and returns it.
- Find Contact by Email
Finds the first contact whose email matches, and returns it.
- Find Contact by ID
Returns one contact by its Simplicate ID.
- Find Project by ID
Returns one project by its Simplicate ID.
- Find Sales by ID
Returns one sale by its Simplicate ID.
- Update Company
Updates an existing company in Simplicate; only the fields you fill in change.
- Update Contact
Updates an existing contact in Simplicate; only the fields you fill in change.
- Update Project
Updates an existing project in Simplicate; only the fields you fill in change.
- Update Sales
Updates an existing sale in Simplicate; only the fields you fill in change.
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 Transax
Transax to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Transax to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Transax to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Transax to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Transax to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Transax to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Simplicate
HubSpot to SimplicateHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SimplicateSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SimplicateSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SimplicateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SimplicateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SimplicateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Transax and Simplicate, answered
What can start an automation from Transax?
Any of Transax's 4 triggers in the catalog, including New Contact, New Financial Application, New Lead and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Simplicate when something happens in Transax?
Any of Simplicate's 17 actions, including Create Company, Create Contact, Create (Fixed Fee) Sales Service and Create (Fixed Fee) Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplicate to Transax?
Simplicate has no triggers in the catalog today, so automations start in Transax. If you need the other direction, ask: your agent reads Simplicate's API documentation and adds it.
Do I have to build a connector for Transax or Simplicate?
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 Transax and Simplicate 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.