Integration
Connect 5pm and OnePageCRM
When New Progress fires in 5pm, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM to Add Task Progress in 5pm. 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 5pm and OnePageCRM 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 5pm and OnePageCRM can do together
From 5pm to OnePageCRM
When New Progress in 5pm
then Create Contact in OnePageCRM
From OnePageCRM to 5pm
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 5pm and OnePageCRM
Triggers and actions 16 triggers · 32 actions
- New Progress
Triggers when a new task progress is created.
- New Project
Fires when a new project is created in 5pm.
- New Task
Triggers when a new support task is created.
- New User
Triggers when a new support user is created.
- Updated Project
Fires when a project is updated in 5pm.
- Updated Task
Triggers when a new support task is updated.
- Updated User
Triggers when a new support user is updated.
- Add Task Progress
Add Task Progress (progress in percent and house down).
- Add User
Create a new user in the 5pm account (UsersService add).
- Create Note
Creates a new note in task.
- Create Project
Creates a new project.
- Create Task
- Delete Note
Remove an activity note/progress message (ActivityService remove).
- Delete Project
Remove a project (ProjectsService remove).
- Delete Task
Remove a task from a 5pm project (TasksService remove).
- Delete User
Remove a user from the account (UsersService remove).
- Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
- Find Task
Finds a task in the application.
- Find Task by Id
Finds a task by Id in the application.
- Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
- Find User by Id
Finds a user by Id in the system.
- List Notes
List activity notes/progress messages on a task (ActivityService getList).
- List Projects
List all projects in the account (ProjectsService getAll/getList).
- List Users
List all users in the account (UsersService getAll).
- Update Note
Update an activity note/progress message (ActivityService update).
- Update Project
Update a project's fields (ProjectsService update).
- Update Task
Update task in the application.
- Update User
Update a user's fields (UsersService update).
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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
5pm and OnePageCRM, answered
What can start an automation from 5pm?
Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in 5pm?
Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnePageCRM to 5pm?
Yes. When something happens in OnePageCRM, your agent can act in 5pm too. This page covers both directions: OnePageCRM's triggers and 5pm's actions are listed here as well.
Do I have to build a connector for 5pm or OnePageCRM?
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 5pm and OnePageCRM 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.