Integration
Connect Agile CRM and Zoom
When New contact fires in Agile CRM, your agent runs Update user settings in Zoom, or Meeting ended in Zoom 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 Zoom 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)Connecting Zoom and Agile CRM means meetings, webinars and recordings show up against the right contact record. Registrants can land in Agile CRM campaigns, finished calls can leave notes and follow-up tasks on a contact, and new contacts or search matches in Agile CRM can get a Zoom meeting created or a registrant added.
Example flows
What Agile CRM and Zoom can do together
From Agile CRM to Zoom
When New contact in Agile CRM
then Update user settings in Zoom
From Zoom to 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 Zoom
Triggers and actions 25 triggers · 80 actions
- List all tasks
list all tasks, surfacing new ones over time
- List contacts
list contacts, surfacing new ones over time
- List deals
list deals/opportunities, surfacing new ones over time
- List events
list events, surfacing new ones over time
- List pending tasks
list pending tasks within N days
- List tickets
list help desk tickets by filter, surfacing new ones
- List tracks
list deal tracks/pipelines
- New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
- New matching contact or company
Triggers when a new contact or company matches your search query.
- New matching task
Triggers when a new task matches your filter.
- Add contact to campaign
enroll a contact into a campaign by email
- Add lead score by email
add lead score to a contact by email
- Add note by contact email
add a note to a contact by email
- Add tags by contact email
add tags to a contact by email
- Add tags to contact
add multiple tags to a contact by ID
- Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
- Add ticket note
add a note to a ticket
- Change contact owner
change the owner of a contact
- Create company
/contacts (type=company) — create a company record
- Create contact
create a full contact record
- Create deal
create a deal/opportunity
- Create deal by contact email
create a deal for a contact by email
- Create deal note
create a note on a deal
- Create document
create a document
- Create event
create an event
- Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
- Create note
create a note
- Create task
create a task
- Create task by email
create a task for a contact by email
- Create ticket
create a help desk ticket
- Delete company
Delete a company.
- Delete contact
delete a contact
- Delete contact note
delete a contact note
- Delete deal
delete a deal
- Delete event
delete an event
- Delete tags by contact email
remove tags from a contact by email
- Delete task
delete a task
- Delete ticket
delete a help desk ticket
- Find contact
Returns the Contact ID (and contact record) for the given email address.
- Get company by ID
Retrieve a company by ID.
- Get contact by ID
retrieve a contact by ID
- Get contact by phone
look up a contact by phone
- Get contact deals
list deals for a contact
- Get contact documents
list documents for a contact
- Get contact events
list events for a contact
- Get contact notes
list notes for a contact
- Get contact tasks
list tasks for a contact
- Get deal by ID
retrieve a deal by ID
- Get deal notes
list notes for a deal
- Get deals by pipeline
list deals grouped by pipeline
- Get deals from track
list deals filtered by track
- Get Deals Grouped by Milestone
Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
- Get my deals
list deals owned by the current user
- Get task by ID
retrieve a task by ID
- Get ticket filters
list available ticket filters
- Get ticket messages
list notes/messages for a ticket
- List companies
list companies
- Remove contact from deal
remove a contact from a deal
- Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
- Remove tags from contact
remove multiple tags from a contact by ID
- Search contact by email
look up a contact by email
- Search contact by email (POST)
look up a contact by email
- Search contacts by dynamic filter
search contacts by dynamic filter
- Update company
/contacts/edit-properties (company) — update company properties
- Update contact
Updates the specified contact's first name, last name, and email properties.
- Update contact lead score
update a contact's lead score
- Update contact property
update contact properties
- Update contact star rating
update a contact's star rating
- Update deal
partially update a deal
- Update deal note
Update 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.
- Update event
Update 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.
- Update task
partially update a task
- Update track
Update 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.
- Meeting ended
Triggered when a meeting ends.
- Meeting participant joined
Triggers when a participant joins a meeting.
- Meeting registration cancelled
Triggered when a meeting registration is cancelled.
- Meeting started
Triggered when a meeting starts.
- New recording completed
Triggered when a cloud recording is completed.
- New recording completed (all active licensed accounts)
Triggered when a cloud recording is completed in any licensed active account.
- New recording completed (specified account)
Triggered when a cloud recording is completed for the specified account.
- New webinar registrant
Triggers when a new registrant is added to a Webinar.
- Recording completed
Triggered when a recording completes.
- Upcoming meeting
Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (all active licensed accounts)
Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting (specified account)
Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
- Upcoming meeting via integration setting (all active licensed accounts)
Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
- Webinar ended
Triggered when a webinar ends.
- Webinar started
Triggered when a webinar starts.
- Add meeting registrant
Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
- Create meeting
Creates a new meeting.
- Delete meeting
Deletes the specified meeting.
- End meeting
Immediately ends a meeting.
- Find meeting by agenda
Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
- Get approved meeting registrants
Returns approved registrants (up to 300 max) registrants for the specified meeting.
- Get connection mode
Returns the mode of the named Zoom connection, either Individual or Admin.
- Get meeting
Outputs details for the specified meeting.
- Get meeting registrant
Returns details for the specified registrant in the specified meeting.
- Get user
Returns a Zoom user's profile and settings by user ID or email.
- Get user settings
Outputs all settings for the specified user.
- List cloud recordings
Lists cloud recordings for a Zoom user within a date range.
- List meetings
Lists a Zoom user's scheduled, live, or upcoming meetings.
- List users
Lists the users on the Zoom account.
- Update meeting
Updates an existing meeting.
- Update meeting registrant status
Updates a registrant's status for the specified meeting.
- Update user settings
Updates the specified user's settings.
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 Zoom, answered
Can a Zoom meeting be logged on the matching Agile CRM contact?
Yes. The Meeting ended trigger can lead to Search contact by email in Agile CRM, and when that contact is found you can add a note by contact email and create a task by email for follow-up.
What happens if the person is not yet in Agile CRM?
You can use Find contact or Search contact by email first and then Create new contact (just email) or Create contact before anything else runs. The agent tests every scenario, including the one where no matching contact exists.
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 Zoom when something happens in Agile CRM?
Any of Zoom's 17 actions, including Add meeting registrant, Create meeting, Get meeting and Update meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoom to Agile CRM?
Yes. When something happens in Zoom, your agent can act in Agile CRM too. This page covers both directions: Zoom's triggers and Agile CRM's actions are listed here as well.
Do I have to build a connector for Agile CRM or Zoom?
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 Zoom 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.