Integration
Connect SetSmart and VaultRE
When New Lead fires in SetSmart, your agent runs Add Contact Note in VaultRE, or New Enquiry in VaultRE to Send Template Message to Existing Contact in SetSmart. 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 SetSmart and VaultRE 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 SetSmart and VaultRE can do together
From SetSmart to VaultRE
When New Lead in SetSmart
then Add Contact Note in VaultRE
From VaultRE to SetSmart
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 SetSmart and VaultRE
Triggers and actions 9 triggers · 39 actions
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Add Tag
Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- Import New Contact
Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Remove Tags
Removes one or more tags from a SetSmart contact and returns the tags that remain.
- Send Template Message to Existing Contact
Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Set Lead to Sold
Records a sale on a SetSmart lead, with amount, currency and your own sale ID.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- Update Custom Fields
Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.
- Update Notes to Existing Contact
Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.
- New Enquiry
Triggers when a new enquiry arrives in the VaultRE holding area.
- New or Updated Contact
Triggers when a VaultRE contact is created or modified.
- New Property Listing (Sales)
Triggers when a residential sale property in VaultRE becomes a listing.
- Add Contact Note
Adds a text note to a VaultRE contact.
- Add contact requirement
Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.
- Add property note
Adds a note to a property in VaultRE, optionally with a note type and read-only flag.
- Add property offer
Records an offer from a contact on a property's sale or lease listing. Returns the created offer.
- Add residential lease property
Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.
- Add residential sale property
Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.
- Create Contact
Creates a new contact in VaultRE with a name, company, email and mobile number.
- Create Enquiry in Holding Area
Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.
- Delete Contact
Deletes a VaultRE contact by its ID.
- Delete task
Deletes a task from VaultRE.
- Get Contact
Returns one VaultRE contact by its ID, including name, company and email addresses.
- Get Enquiry
Returns one enquiry from the VaultRE holding area by its ID.
- Get residential lease property
Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.
- Get Residential Sale Property
Returns one VaultRE residential sale property by its ID.
- Get task
Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.
- List Contacts
Returns a page of VaultRE contacts, optionally only those modified since a date.
- List property offers
Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.
- List residential lease properties
Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.
- List residential sale properties
Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.
- List tasks
Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.
- Send email to contact
Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.
- Send SMS to contact
Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).
- Update Contact
Updates a VaultRE contact's name, company or email address.
- Update residential sale property
Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.
- Update task
Updates the subject, description or start time of an existing VaultRE task.
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
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Questions
SetSmart and VaultRE, answered
What can start an automation from SetSmart?
Any of SetSmart's 6 triggers in the catalog, including New Lead, New Resume for Lead, AI Switched Off and Failed Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in VaultRE when something happens in SetSmart?
Any of VaultRE's 25 actions, including Create Contact, Create Enquiry in Holding Area, Send email to contact and Send SMS to contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VaultRE to SetSmart?
Yes. When something happens in VaultRE, your agent can act in SetSmart too. This page covers both directions: VaultRE's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart or VaultRE?
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 SetSmart and VaultRE 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.