--- title: "Connect Accredible Certificates and CRM in Cloud - APIANT.ai" description: "When \"New Credential Published\" fires in Accredible Certificates, your agent runs \"Create or Update Contact\" in CRM in Cloud." canonical: "https://apiant.ai/connect/accredible-certificates-to-crm-in-cloud" --- # Connect Accredible Certificates and CRM in Cloud When **New Credential Published** fires in [Accredible Certificates](https://apiant.ai/connections/accredible-certificates), your agent runs **Create or Update Contact** in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), or **New or Updated Company** in CRM in Cloud to **Add evidence item** in Accredible Certificates. Describe the whole flow and it is built, tested on every scenario and kept running. Accredible Certificates **1** trigger Accredible Certificates **10** actions CRM in Cloud **4** triggers CRM in Cloud **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Accredible Certificates and CRM in Cloud to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Accredible Certificates and CRM in Cloud can do together ### From Accredible Certificates to CRM in Cloud - When **New Credential Published** in Accredible Certificates then **Create or Update Contact** in CRM in Cloud - When **New Credential Published** in Accredible Certificates then **Create or Update Lead** in CRM in Cloud ### From CRM in Cloud to Accredible Certificates - When **New or Updated Company** in CRM in Cloud then **Add evidence item** in Accredible Certificates - When **New or Updated Contact** in CRM in Cloud then **Add reference** in Accredible Certificates 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 Accredible Certificates and CRM in Cloud ## Triggers and actions 5 triggers · 17 actions - Trigger **New Credential Published** Triggers when a credential (certificate or badge) is published in Accredible, optionally limited to one group or recipient. - Action **Add evidence item** Adds an evidence item (a file, link, video, grade or transcript) to an existing credential so it is shown on the recipient's certificate or badge page. - Action **Add reference** Adds a reference (a testimonial from a teacher, manager, mentor or colleague) to an existing credential. - Action **Create Evidence - Transcript** Adds a transcript to a credential as an evidence item, shown on the recipient's certificate or badge. - Action **Delete Credential** Deletes a credential (certificate or badge) from your Accredible account and returns the record that was removed. - Action **Delete group** Deletes a group (a course or achievement) from your Accredible account and returns the deleted group. - Action **Find Credentials** Returns the credentials that match the criteria you supply, such as recipient email, recipient name, group, or issue date range. - Action **Generate credential PDF** Generates a PDF of a published credential and returns a link to download it. - Action **Get credential** Returns one credential by its id, including its recipient, group, custom attributes, evidence, references, skills and image links. - Action **Get group** Returns a group (a course or achievement) with its course details, design, collections, earning criteria and skills. - Action **List credentials** Returns every credential in your Accredible account, oldest first, optionally narrowed to one group, a publish state, a recipient or a date range. - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. ## Each app on its own - [ **Accredible Certificates** Easily create and manage digital certificates & open badges for your events or courses.](https://apiant.ai/connections/accredible-certificates) - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) Reviews ## What our customers say ## More from Accredible Certificates - [ **Accredible Certificates to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/accredible-certificates-to-hubspot) - [ **Accredible Certificates to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/accredible-certificates-to-salesforce) - [ **Accredible Certificates to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/accredible-certificates-to-slack) - [ **Accredible Certificates to Google Sheets** Google Sheets](https://apiant.ai/connect/accredible-certificates-to-google-sheets) - [ **Accredible Certificates to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/accredible-certificates-to-gmail) - [ **Accredible Certificates to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/accredible-certificates-to-google-calendar) ## More into CRM in Cloud - [ **ActiveCampaign to CRM in Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crm-in-cloud) - [ **Airtable to CRM in Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crm-in-cloud) - [ **Asana to CRM in Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crm-in-cloud) - [ **ClickUp to CRM in Cloud** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crm-in-cloud) - [ **Brevo to CRM in Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crm-in-cloud) - [ **Calendly to CRM in Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crm-in-cloud) Questions ## Accredible Certificates and CRM in Cloud, answered ### ### What can start an automation from Accredible Certificates? Any of Accredible Certificates's 1 trigger in the catalog, including New Credential Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CRM in Cloud when something happens in Accredible Certificates? Any of CRM in Cloud's 7 actions, including Create or Update Activity, Create or Update Company, Create or Update Contact and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CRM in Cloud to Accredible Certificates? Yes. When something happens in CRM in Cloud, your agent can act in Accredible Certificates too. This page covers both directions: CRM in Cloud's triggers and Accredible Certificates's actions are listed here as well. ### ### Do I have to build a connector for Accredible Certificates or CRM in Cloud? 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 Accredible Certificates and CRM in Cloud 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.