--- title: "Connect WhatConverts to FYI - APIANT.ai" description: "When \"New Lead\" fires in WhatConverts, your agent runs \"Create or Update Task\" in FYI." canonical: "https://apiant.ai/connect/whatconverts-to-fyi" --- # Connect WhatConverts to FYI When **New Lead** fires in [WhatConverts](https://apiant.ai/connections/whatconverts), your agent runs **Create or Update Task** in [FYI](https://apiant.ai/connections/fyi). Describe the whole flow and it is built, tested on every scenario and kept running. WhatConverts **2** triggers WhatConverts **14** actions FYI **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WhatConverts and FYI to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What WhatConverts can start in FYI - When **New Lead** in WhatConverts then **Create or Update Task** in FYI - When **Updated Lead** in WhatConverts then **Create File Note** in FYI 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 WhatConverts and FYI ## Triggers and actions 2 triggers · 22 actions - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **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. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. - Action **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. ## Each app on its own - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) - [ **FYI** FYI is a document management service for professionals](https://apiant.ai/connections/fyi) Reviews ## What our customers say ## More from WhatConverts - [ **WhatConverts to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/whatconverts-to-zoom) - [ **WhatConverts to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/whatconverts-to-wix) - [ **WhatConverts to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/whatconverts-to-linkedin) - [ **WhatConverts to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/whatconverts-to-facebook) - [ **WhatConverts to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/whatconverts-to-anthropic) - [ **WhatConverts to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/whatconverts-to-supabase) ## More into FYI - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) Questions ## WhatConverts and FYI, answered ### ### What can start an automation from WhatConverts? Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FYI when something happens in WhatConverts? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FYI to WhatConverts? FYI has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads FYI's API documentation and adds it. ### ### Do I have to build a connector for WhatConverts or FYI? 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 WhatConverts and FYI 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.