Integration
Connect WhatConverts to Folderit Dms
When New Lead fires in WhatConverts, your agent runs Add entity tasks in Folderit Dms. 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 WhatConverts and Folderit Dms 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 WhatConverts can start in Folderit Dms
When New Lead in WhatConverts
then Add entity tasks in Folderit Dms
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 Folderit Dms
Triggers and actions 2 triggers · 36 actions
- New Lead
Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
- Updated Lead
Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
- Add account
Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
- Add profile
Creates a new profile under a WhatConverts agency account.
- Create Lead
Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
- Delete account
Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
- Delete profile
Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
- Find Lead
Returns one WhatConverts lead by its lead ID, including source, contact and call details.
- Get account
Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
- Get lead
Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
- Get profile
Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
- List accounts
Returns the accounts in your WhatConverts agency, with each account's profiles.
- 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.
- Update account
Renames an existing WhatConverts account (agency key required).
- Update Lead
Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
- Update profile
Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
- Add entity tasks
Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
- Add file
/v2/accounts/{accountUid}/files/upload - upload new file/version.
- Add folder
/v2/accounts/{accountUid}/folders - create a folder/section.
- Add group
Creates a new user group in a Folderit account.
- Add share
Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
- Add tag
Creates a new tag in a Folderit account, optionally nested under an existing parent tag.
- Add tags to file
/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
- Add team user
Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
- Delete file
Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
- Delete folder
/v2/accounts/{accountUid}/folders/{folderUid}.
- Find files
Searches the files of a Folderit account by text and optional filters, returning the matching files.
- Get entity tasks
Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
- Get file download link
/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
- Get folder
/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
- List accounts
Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership.
- List files
Lists the files directly inside a Folderit folder or section.
- List folders
Lists the subfolders directly inside a Folderit folder or section.
- List groups
Lists the user groups in a Folderit account.
- List tags
Lists all tags in a Folderit account.
- List team users
Lists the team users of a Folderit account, optionally filtered by email address.
- Update file
Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
- Update folder
/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
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
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Questions
WhatConverts and Folderit Dms, 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 Folderit Dms when something happens in WhatConverts?
Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to WhatConverts?
Folderit Dms has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for WhatConverts or Folderit Dms?
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 Folderit Dms 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.