Integration
Connect Copper and G2 Crowd
When New Activity fires in Copper, your agent runs Get Current User in G2 Crowd, or New Review in G2 Crowd to Create Lead in Copper. 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 Copper and G2 Crowd 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 Copper and G2 Crowd can do together
From Copper to G2 Crowd
When New Activity in Copper
then Get Current User in G2 Crowd
When New Company in Copper
then Add Product in G2 Crowd
From G2 Crowd to Copper
When New Review in G2 Crowd
then Create Lead in Copper
When New Visit Event in G2 Crowd
then Create Task in Copper
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 Copper and G2 Crowd
Triggers and actions 19 triggers ยท 39 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
New ReviewTriggers when a new review is published for one of your G2 products.
Trigger
New Visit EventTriggers when G2 records new buyer-intent activity (a company researching your product, by day).
Action
Add ProductSubmits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.
Action
Add Product mappingCreates a mapping between your own product identifier and a G2 product.
Action
Find ProductsSearches G2 product listings whose name contains the given text.
Action
Get CategoryReturns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.
Action
Get Current UserReturns the G2 user that owns the API token, with their ID and email.
Action
Get ProductReturns one G2 product listing, including its name, slug, domain, G2 page URL and review count.
Action
Get Product ratingsReturns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.
Action
Get QuestionReturns a single G2 review question by its ID, including its title, text, type and whether it is required.
Action
List Buyer intentReturns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).
Action
List CategoriesReturns G2 software categories.
Action
List CompetitorsReturns the products G2 lists as competitors of a given product.
Action
List DiscussionsReturns the discussions (community questions) posted about a G2 product, up to 250 per call.
Action
List MedalsReturns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.
Action
List Product FeaturesReturns the features of a G2 product, with ratings, review counts and categories.
Action
List Product mappingsReturns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.
Action
List Product ReviewsReturns reviews written about one of your G2 products.
Action
List QuestionsReturns the list of G2 review questions, optionally filtered by created or updated date.
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
Copper and G2 Crowd, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in G2 Crowd when something happens in Copper?
Any of G2 Crowd's 17 actions, including Add Product, Add Product mapping, Find Products and Get Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from G2 Crowd to Copper?
Yes. When something happens in G2 Crowd, your agent can act in Copper too. This page covers both directions: G2 Crowd's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or G2 Crowd?
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 Copper and G2 Crowd 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.