--- title: "Connect actiTIME to webCRM - APIANT.ai" description: "When \"New Customer\" fires in actiTIME, your agent runs \"Create or Update Document\" in webCRM." canonical: "https://apiant.ai/connect/actitime-to-webcrm" --- # Connect actiTIME to webCRM When **New Customer** fires in [actiTIME](https://apiant.ai/connections/actitime), your agent runs **Create or Update Document** in [webCRM](https://apiant.ai/connections/webcrm). Describe the whole flow and it is built, tested on every scenario and kept running. actiTIME **7** triggers actiTIME **14** actions webCRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want actiTIME and webCRM 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 actiTIME can start in webCRM - When **New Customer** in actiTIME then **Create or Update Document** in webCRM - When **New Project** in actiTIME then **Create or Update Activity** in webCRM 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 actiTIME and webCRM ## Triggers and actions 7 triggers · 27 actions - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New User** Triggers when a new user is created. - Trigger **Updated Leave Time** Triggers when the user's leave time is changed. - Trigger **Updated Task** Triggers when an existing task is changed. - Trigger **Updated Time-Track** Triggers when the user's working time is changed. - Action **Create Customer** Creates a new customer. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a new task. - Action **Create User** creates a user account (firstName, lastName, email, username, password required; optional middleName, active, hired, releaseDate, departmentId, timeZoneGroupId). - Action **Find Customer** Finds the customer by name. - Action **Find Project** Finds project by name - Action **Find Task** Finds the task by name. - Action **Get Time-Track** Returns one time-track record (taskId, time, comment) - Action **List Leave Time** Lists leave-time records (userId, date, leaveTypeId, leaveTime) - Action **Modify Leave Time** Modifies the leave time record by replacing the existing value with a specified one. - Action **Modify Leave Time (Increase Time)** Modifies the leave time record by increasing the existing value by a specified value. - Action **Modify Time-Track** Modifies the time-track record by replacing the existing value with a specified one (along with the time-track record comment). - Action **Modify Time-Track (Increase Time)** Modifies the time-track record by increasing the existing value by a specified value. - Action **Update Task** updates a task's name, description, status/workflowStatusId, projectId, typeOfWorkId, deadline or estimatedTime. - Action **Create or Update Activity** Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id. - Action **Create or Update Delivery** Creates or updates a delivery. - Action **Create or Update Document** Creates or updates a document. - Action **Create or Update Organisation** Creates or updates an organisation. - Action **Create or Update Person** Creates or updates a person. - Action **Create or Update Product** Creates or updates a product. - Action **Create or Update Support Case** Creates or updates a support case. - Action **Find Delivery** Finds a delivery. - Action **Find Document** Finds a document. - Action **Find Organisation** Finds an organisation. - Action **Find Person** Finds a person. - Action **Find User** Finds a user. - Action **Get Document** Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields. ## Each app on its own - [ **actiTIME** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connections/actitime) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) Reviews ## What our customers say ## More from actiTIME - [ **actiTIME to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/actitime-to-hubspot) - [ **actiTIME to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/actitime-to-salesforce) - [ **actiTIME to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/actitime-to-slack) - [ **actiTIME to Google Sheets** Google Sheets](https://apiant.ai/connect/actitime-to-google-sheets) - [ **actiTIME to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/actitime-to-gmail) - [ **actiTIME to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/actitime-to-google-calendar) ## More into webCRM - [ **HubSpot to webCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webcrm) Questions ## actiTIME and webCRM, answered ### ### What can start an automation from actiTIME? Any of actiTIME's 7 triggers in the catalog, including New Customer, 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 webCRM when something happens in actiTIME? Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from webCRM to actiTIME? webCRM has no triggers in the catalog today, so automations start in actiTIME. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it. ### ### Do I have to build a connector for actiTIME or webCRM? 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 actiTIME and webCRM 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.