Integration
Connect Agile CRM and Confluence Cloud
When New contact fires in Agile CRM, your agent runs Create Blog Post in Confluence Cloud, or New Blog Post in Confluence Cloud to Add contact to campaign in Agile 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 Agile CRM and Confluence Cloud 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 Agile CRM and Confluence Cloud can do together
From Agile CRM to Confluence Cloud
When New contact in Agile CRM
then Create Blog Post in Confluence Cloud
When New matching contact or company in Agile CRM
then Create Footer Comment in Confluence Cloud
From Confluence Cloud to Agile CRM
When New Blog Post in Confluence Cloud
then Add contact to campaign in Agile CRM
When New Footer Comment in Confluence Cloud
then Add lead score by email in Agile 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 Agile CRM and Confluence Cloud
Triggers and actions 18 triggers ยท 100 actions
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) โ create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) โ update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Trigger
New Blog PostTriggers when a new blog post is published in your Confluence site, optionally limited to specific spaces.
Trigger
New Footer CommentTriggers when a new footer comment is added to any page, blog post or attachment on the Confluence site.
Trigger
New or Updated PageTriggers when a page is created or edited in your Confluence site.
Trigger
New PageTriggers when a new page is created in Confluence.
Trigger
New Page or Blog PostTriggers when a new page or blog post is created in your Confluence site.
Trigger
New SpaceTriggers when a new space is created on the selected Confluence site.
Trigger
New TaskTriggers when a new task is added to a Confluence page or blog post.
Trigger
Updated PageTriggers when an existing Confluence page is edited (a new version is saved).
Action
Add Label to ContentAdds a label to a Confluence page, blog post or attachment and returns the content's labels.
Action
Create Blog PostCreates a new blog post in a Confluence space, published or as a draft.
Action
Create FolderCreates a folder in a Confluence space, optionally under a parent page or folder.
Action
Create Footer CommentAdds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment.
Action
Create PageCreates a page in a Confluence space, published or as a draft, optionally under a parent page.
Action
Create Page or Blog PostCreates a new page or blog post in a Confluence space.
Action
Create SpaceCreates a new Confluence space with a name and key or alias, optionally private or from a template.
Action
Delete AttachmentDeletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash.
Action
Delete Blog PostDeletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft.
Action
Delete FolderDeletes a folder in Confluence, moving it to the space's trash.
Action
Delete Footer CommentPermanently deletes a footer comment from a Confluence page or blog post.
Action
Delete Inline CommentPermanently deletes an inline comment from a Confluence page or blog post.
Action
Delete PageDeletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash.
Action
Get AttachmentReturns a Confluence attachment's details, including its file name, media type, size, container and download link.
Action
Get Blog PostReturns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions.
Action
Get FolderReturns a Confluence folder by its ID, including its title, space, parent and version details.
Action
Get Footer CommentReturns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version.
Action
Get Inline CommentReturns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version.
Action
Get PageReturns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details.
Action
Get SpaceReturns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions.
Action
Get TaskReturns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to.
Action
List Blog PostsReturns blog posts across the Confluence site, optionally filtered by space, ID, title or status.
Action
List Child PagesReturns the child pages directly under a Confluence page, with each child's title, status, space and position.
Action
List Page AttachmentsReturns the attachments on a Confluence page, optionally filtered by status, media type or file name.
Action
List Page Footer CommentsReturns the top-level footer comments on a Confluence page.
Action
List Page LabelsReturns the labels on a Confluence page, with each label's ID, name and prefix.
Action
List PagesReturns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype.
Action
List SpacesReturns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label.
Action
List TasksReturns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates.
Action
Remove Label from ContentRemoves a label from a Confluence page, blog post or attachment.
Action
Search ContentSearches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results.
Action
Search for Page or Blog PostSearches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space.
Action
Update Blog PostUpdates an existing Confluence blog post's title, content or status, creating a new version.
Action
Update Footer CommentUpdates the text of an existing footer comment on a Confluence page, blog post or attachment.
Action
Update Inline CommentUpdates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it.
Action
Update PageUpdates an existing Confluence page's title, content, status, parent or owner, saving it as a new version.
Action
Upload AttachmentUploads a file as a new attachment on a Confluence page or blog post.
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
Agile CRM and Confluence Cloud, answered
What can start an automation from Agile CRM?
Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Confluence Cloud when something happens in Agile CRM?
Any of Confluence Cloud's 37 actions, including Create Blog Post, Create Folder, Create Footer Comment and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Confluence Cloud to Agile CRM?
Yes. When something happens in Confluence Cloud, your agent can act in Agile CRM too. This page covers both directions: Confluence Cloud's triggers and Agile CRM's actions are listed here as well.
Do I have to build a connector for Agile CRM or Confluence 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 Agile CRM and Confluence 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.