Integration
Connect Act-On to Cubo Crm
When New Contact fires in Act-On, your agent runs Add deal in Cubo Crm. 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 Act-On and Cubo Crm 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 Act-On can start in Cubo Crm
When New Contact in Act-On
then Add deal in Cubo Crm
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 Act-On and Cubo Crm
Triggers and actions 2 triggers · 43 actions
- New Contact
Triggers when a new contact is added to All Contacts.
- New or Updated Contact
Triggers when a contact in All Contacts is added or changed.
- Add Contact to Marketing List
Adds a contact record to an Act-On marketing list.
- Create Contact in All Contacts
Creates a new contact in Act-On All Contacts.
- Delete Contact by Email
Deletes the contacts with this email address from All Contacts.
- Delete Contact from Marketing List
Deletes a contact record from a marketing list.
- Find Contacts by Email
Finds the contacts in All Contacts with this email address.
- Get Contact
Returns one contact from All Contacts by its ID.
- Get Contact from Marketing List
Returns one contact record from a marketing list.
- Get Message Report
Returns the delivery and engagement report of a sent message.
- Get Segment
Returns one segment of All Contacts.
- List Campaigns
Returns the campaigns in the account.
- List Contacts
Returns contacts from All Contacts, optionally only those created or updated after a time.
- List Email Senders
Returns the email senders defined in the account.
- List Forms
Returns the forms in the account, grouped by folder.
- List Marketing Lists
Returns the marketing lists in the Act-On account.
- List Messages
Returns the email messages in the account.
- List Programs
Returns the automated programs in the account, grouped by folder.
- List Segments
Returns the segments of All Contacts.
- Remove Contact from Direct Select Segment
Removes a contact from a direct select segment in All Contacts.
- Send Message
Sends an existing template or draft message to one or more lists.
- Update Contact in Marketing List by Record ID
Updates a contact record in a marketing list by its record ID.
- Update or Create Contact in All Contacts by Email
Updates the contact with this email in All Contacts, or creates it if none matches.
- Update or Create Contact in All Contacts by External ID
Updates the contact with this external ID in All Contacts, falling back to an email match, or creates it.
- Update or Create Contact in Marketing List by Email
Updates the contact with this email in a marketing list, or adds it if it is not there.
- Add activity
Create an activity. POST activities; docs "Criar nova atividade".
- Add deal
Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".
- Add note
Create a note (Anotação). POST notes; docs "Criar nova anotação".
- Add organization
Create an organization. POST organizations; docs "Criar nova organização".
- Add person
Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".
- Add product
Create a product. POST products; docs "Criar novo produto".
- Delete deal
Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".
- Delete person
Delete a person by ID.
- Get deal
Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".
- Get organization
Get an organization by ID.
- Get person
Get a person by ID.
- List organizations
List all organizations. GET organizations; docs "Listar todas as organizações".
- List people
List all people. GET persons; docs "Listar todas as pessoas".
- List pipelines
List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".
- List products
List all products. GET products; docs "Listar todos os produtos".
- List stages
List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".
- Update activity
Update an activity by ID.
- Update deal
Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".
- Update organization
Update an organization by ID.
- Update person
Update a person by ID.
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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More into Cubo Crm
Questions
Act-On and Cubo Crm, answered
What can start an automation from Act-On?
Any of Act-On's 2 triggers in the catalog, including New Contact and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cubo Crm when something happens in Act-On?
Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cubo Crm to Act-On?
Cubo Crm has no triggers in the catalog today, so automations start in Act-On. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it.
Do I have to build a connector for Act-On or Cubo Crm?
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 Act-On and Cubo Crm 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.