Integration
Connect Process Street and REsimpli
When Data Set Record Created fires in Process Street, your agent runs Add Contact Details to Lead in REsimpli, or New Agent in REsimpli to Create Data Set Record in Process Street. 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 Process Street and REsimpli 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 Process Street and REsimpli can do together
From Process Street to REsimpli
When Data Set Record Created in Process Street
then Add Contact Details to Lead in REsimpli
When Data Set Record Updated in Process Street
then Add Contact to Lead in REsimpli
From REsimpli to Process Street
When New Agent in REsimpli
then Create Data Set Record in Process Street
When New Buyer in REsimpli
then Update Data Set Record in Process Street
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 Process Street and REsimpli
Triggers and actions 11 triggers · 43 actions
Trigger
Data Set Record CreatedTriggers when a new record is added to a data set.
Trigger
Data Set Record UpdatedTriggers when an existing record is updated in a data set.
Trigger
New CommentTriggers when a new comment is posted on a task in a workflow, or in a specific workflow run.
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
List Workflow Run Taskslists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
Action
List WorkflowsLists the workflows in your Process Street organization.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
Trigger
New AgentTriggers when a new agent is added in REsimpli.
Trigger
New BuyerTriggers when a new buyer is added in REsimpli.
Trigger
New LeadTriggers when a new lead is added in REsimpli.
Trigger
New VendorTriggers when a new vendor is added in REsimpli.
Action
Add ActivityAdds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
Action
Add Contact Details to LeadCreates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
Action
Add Contact to LeadLinks an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
Action
Add Tags to AgentAdds one or more existing agent tags to an agent in REsimpli.
Action
Add Tags to BuyerAdds one or more existing buyer tags to a buyer in REsimpli.
Action
Add Tags to LeadAdds one or more existing lead tags to a lead in REsimpli.
Action
Add Tags to VendorAdds one or more existing vendor tags to a vendor in REsimpli.
Action
Create BuyerCreates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
Action
Create LeadCreates a new lead (property and seller contact) in REsimpli and returns the created lead.
Action
Create TagCreates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
Action
Create VendorCreates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
Action
Delete AgentDeletes an agent in REsimpli (soft delete).
Action
Delete BuyerDeletes a buyer in REsimpli (soft-delete).
Action
Download FileDownloads a file stored on a REsimpli lead, buyer, vendor or agent record.
Action
Get BuyerReturns the full details of a buyer in REsimpli.
Action
Get VendorReturns the full details of a vendor in REsimpli.
Action
List ActivitiesReturns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
Action
List AgentsReturns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
Action
List BuyersReturns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
Action
List Call LogsReturns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
Action
List ContactsReturns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
Action
List FilesReturns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
Action
List LeadsReturns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
Action
List VendorsReturns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
Action
Remove Contact from LeadUnlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
Action
Remove Tags from AgentRemoves one or more tags from an agent in REsimpli.
Action
Remove Tags from BuyerRemoves one or more tags from a buyer in REsimpli.
Action
Remove Tags from LeadRemoves one or more tags from a lead in REsimpli.
Action
Update Agent StatusMoves an agent to another pipeline status in REsimpli, optionally completing open tasks.
Action
Update Buyer StatusMoves a buyer to another pipeline status in REsimpli.
Action
Update Custom Question AnswersSaves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
Action
Update Lead StatusMoves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
Action
Update Vendor StatusMoves a vendor to another pipeline status in REsimpli.
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 Process Street
Process Street to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Process Street to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Process Street to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Process Street to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Process Street to StripeStripe is a payment processing platform for online businesses.
Process Street to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into REsimpli
HubSpot to REsimpliHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to REsimpliGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to REsimpliGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to REsimpliGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to REsimpliGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to REsimpliMailchimp marketing automation and email platform.
Questions
Process Street and REsimpli, answered
What can start an automation from Process Street?
Any of Process Street's 7 triggers in the catalog, including Data Set Record Created, Data Set Record Updated, New Comment and New Comment Attachment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in REsimpli when something happens in Process Street?
Any of REsimpli's 33 actions, including Create Buyer, Create Lead, Create Tag and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from REsimpli to Process Street?
Yes. When something happens in REsimpli, your agent can act in Process Street too. This page covers both directions: REsimpli's triggers and Process Street's actions are listed here as well.
Do I have to build a connector for Process Street or REsimpli?
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 Process Street and REsimpli 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.