--- title: "Connect WhatConverts to Pascal - APIANT.ai" description: "When \"New Lead\" fires in WhatConverts, your agent runs \"Generate & Email a Case Report\" in Pascal." canonical: "https://apiant.ai/connect/whatconverts-to-pascal" --- # Connect WhatConverts to Pascal When **New Lead** fires in [WhatConverts](https://apiant.ai/connections/whatconverts), your agent runs **Generate & Email a Case Report** in [Pascal](https://apiant.ai/connections/pascal). Describe the whole flow and it is built, tested on every scenario and kept running. WhatConverts **2** triggers WhatConverts **14** actions Pascal **12** 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 Pascal 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 Pascal - When **New Lead** in WhatConverts then **Generate & Email a Case Report** in Pascal - When **Updated Lead** in WhatConverts then **Create a Client** in Pascal 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 Pascal ## Triggers and actions 2 triggers · 26 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 a Business Case** Creates a Business case in Pascal and screens it immediately, returning the case with its search results. - Action **Create a Client** Create a new client in Pascal — an organisation-level record that groups related screening cases. - Action **Find a Case** Returns up to 100 cases that match the search text and any other filters you set. - Action **Generate & Email a Case Report** Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports. - Action **Get case** Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources. - Action **Get client** Fetches a client by ID. An error occurs if the client is not found. - Action **Link clients** Link a Pascal client to one or more other clients. - Action **List cases** Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution. - Action **List clients** List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases. - Action **Unlink clients** Unlink a client from one or more other clients in Pascal. - Action **Update a Case** Updates an existing case by ID. Only the fields you fill in are changed. - Action **Update a Client** Updates an existing client by ID. Only the fields you fill in are changed. ## 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) - [ **Pascal** Pascal is an AI-powered KYC/KYB tool that screens contacts and companies for sanctions, PEPs and adverse...](https://apiant.ai/connections/pascal) 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 Pascal - [ **HubSpot to Pascal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pascal) - [ **Salesforce to Pascal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pascal) - [ **Slack to Pascal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pascal) - [ **Google Sheets to Pascal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pascal) - [ **Gmail to Pascal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pascal) - [ **Google Calendar to Pascal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pascal) Questions ## WhatConverts and Pascal, 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 Pascal when something happens in WhatConverts? Any of Pascal's 12 actions, including Create a Business Case, Create a Client, Update a Case and Update a Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pascal to WhatConverts? Pascal has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads Pascal's API documentation and adds it. ### ### Do I have to build a connector for WhatConverts or Pascal? 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 Pascal 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.