Integration
Connect Parallel and Perfex CRM
When Parallel Event fires in Parallel, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add contact in Parallel. 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 Parallel and Perfex 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 Parallel and Perfex CRM can do together
From Parallel to Perfex CRM
When Parallel Event in Parallel
then Create Customer in Perfex CRM
From Perfex CRM to Parallel
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 Parallel and Perfex CRM
Triggers and actions 10 triggers · 32 actions
- Parallel Event
Triggers when a new parallel is created.
- Add contact
Creates a contact in your Parallel organization.
- Comment on a Parallel
Posts a general comment on a parallel.
- Create Draft
Creates a draft parallel from a template.
- Delete parallel
Deletes a parallel, optionally even when it is shared with other users.
- Delete profile
Permanently deletes a profile. The profile must already be closed or scheduled for deletion.
- Export Parallel
Exports a parallel's replies and returns a temporary download link.
- Find a Parallel
Returns a parallel by its ID.
- Get contact
Returns a contact's details, including name and email.
- List contacts
Returns the contacts in your Parallel organization.
- List parallel recipients
Returns the recipients a parallel has been sent to, with each recipient's contact, status and reminder details.
- List profiles
Returns the profiles in your Parallel organization, optionally filtered by name, profile type or status.
- List templates
Returns the list of Parallel templates you have access to, optionally filtered by tags.
- List users
Returns the members (users) of your Parallel organization.
- Remind parallel recipient
Sends a reminder email to a recipient of a parallel asking them to complete it, optionally with a custom message.
- Rename Parallel
Renames a parallel.
- Send a Parallel
Sends a parallel to one recipient by email.
- Send Multiple
Sends a parallel to several recipients at once.
- Tag Parallel
Adds a tag to a parallel.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Contract
Creates a contract in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Estimate
Creates a estimate in Perfex CRM.
- Create Invoice
Creates an invoice for a customer in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Create Project
Creates a project in Perfex CRM.
- Create Proposal
Creates a proposal in Perfex CRM.
- Create Task
Creates a task in Perfex CRM.
- Create Ticket
Creates a support ticket in Perfex CRM.
- Create Timesheet
Creates a timesheet entry in Perfex CRM.
- Find contacts by keyword
Returns the Perfex CRM contacts whose name, email or phone match a keyword.
- Find invoices by keyword
Returns the invoices in Perfex CRM that match a search keyword.
- Find leads by keyword
Returns the leads whose details match a search keyword, such as a name, email or company.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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 Parallel
Parallel to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Parallel to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Parallel to StripeStripe is a payment processing platform for online businesses.
Parallel to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Parallel to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Parallel to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Perfex CRM
HubSpot to Perfex CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Perfex CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Perfex CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Perfex CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Perfex CRMMailchimp marketing automation and email platform.
Questions
Parallel and Perfex CRM, answered
What can start an automation from Parallel?
Any of Parallel's 1 trigger in the catalog, including Parallel Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Parallel?
Any of Perfex CRM's 14 actions, including Create Contract, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Parallel?
Yes. When something happens in Perfex CRM, your agent can act in Parallel too. This page covers both directions: Perfex CRM's triggers and Parallel's actions are listed here as well.
Do I have to build a connector for Parallel or Perfex 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 Parallel and Perfex 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.