--- title: "Connect AITable.ai and AM-CRM - APIANT.ai" description: "When \"New Form\" fires in AITable.ai, your agent runs \"Create Contact\" in AM-CRM, or \"Contact Updated\" in AM-CRM to \"Create a Record\" in AITable.ai." canonical: "https://apiant.ai/connect/aitable-ai-to-am-crm" --- # Connect AITable.ai and AM-CRM When **New Form** fires in [AITable.ai](https://apiant.ai/connections/aitable-ai), your agent runs **Create Contact** in [AM-CRM](https://apiant.ai/connections/am-crm), or **Contact Updated** in AM-CRM to **Create a Record** in AITable.ai. Describe the whole flow and it is built, tested on every scenario and kept running. AITable.ai **2** triggers AITable.ai **10** actions AM-CRM **3** triggers AM-CRM **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AITable.ai and AM-CRM 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 AITable.ai and AM-CRM can do together ### From AITable.ai to AM-CRM - When **New Form** in AITable.ai then **Create Contact** in AM-CRM - When **New Record** in AITable.ai then **Create Deal **in AM-CRM ### From AM-CRM to AITable.ai - When **Contact Updated** in AM-CRM then **Create a Record** in AITable.ai - When **Deal Created** in AM-CRM then **Update a Record** in AITable.ai 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 AITable.ai and AM-CRM ## Triggers and actions 5 triggers · 18 actions - Trigger **New Form** Triggers when a form is submitted and received, the zap will start running. - Trigger **New Record** Fires once for each new record added to an AITable datasheet. - Action **Add datasheet** Create a datasheet in a space. - Action **Create a Record** Create a new record. - Action **Delete field** Delete a field from a datasheet. - Action **Delete record** Delete records from a datasheet. - Action **Find Records** Search for records. - Action **List fields** List fields of a datasheet. - Action **List nodes** Lists the top-level files (datasheets, folders, forms, dashboards) in a space's working directory. - Action **List spaces** List spaces the user can access. - Action **List views** List views of a datasheet. - Action **Update a Record** Update a record. - Trigger **Contact Updated** Triggers when a contact is updated. - Trigger **Deal Created** Triggers when a new deal is created. - Trigger **New Contact Created** Triggers when a new contact is created. - Action **Create Contact** Creates a new contact - Action **Create Deal** - Action **Find Contact by Email** Finds a contact by email address - Action **Find Contact by ID** Finds a contact by its ID - Action **Find Contact by Search** Finds contacts by name, email, phone or company - Action **Find Deal by ID** returns the deal (array, each row with deal_id, title, value_cents, status, contact). - Action **Update Contact** Updates an existing contact - Action **Update Deal** Updates an existing deal ## Each app on its own - [ **AITable.ai** AITable.ai is your own spreadsheet-style database for superior project management and CRM.](https://apiant.ai/connections/aitable-ai) - [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm) Reviews ## What our customers say ## More from AITable.ai - [ **AITable.ai to CROssBAR** # About CROssBAR & data **CROssBAR**: Comprehensive Resource of Biomedical Relations with Deep Learning...](https://apiant.ai/connect/aitable-ai-to-crossbar) - [ **AITable.ai to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/aitable-ai-to-hubspot) - [ **AITable.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aitable-ai-to-salesforce) - [ **AITable.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/aitable-ai-to-slack) - [ **AITable.ai to Google Sheets** Google Sheets](https://apiant.ai/connect/aitable-ai-to-google-sheets) - [ **AITable.ai to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/aitable-ai-to-gmail) ## More into AM-CRM - [ **ActiveCampaign to AM-CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-am-crm) - [ **Airtable to AM-CRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-am-crm) - [ **2Chat to AM-CRM** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-am-crm) - [ **3Scribe to AM-CRM** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-am-crm) - [ **5pm to AM-CRM** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-am-crm) - [ **Abyssale to AM-CRM** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-am-crm) Questions ## AITable.ai and AM-CRM, answered ### ### What can start an automation from AITable.ai? Any of AITable.ai's 2 triggers in the catalog, including New Form and New Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AM-CRM when something happens in AITable.ai? Any of AM-CRM's 8 actions, including Create Contact, Create Deal, Update Contact and Update Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AM-CRM to AITable.ai? Yes. When something happens in AM-CRM, your agent can act in AITable.ai too. This page covers both directions: AM-CRM's triggers and AITable.ai's actions are listed here as well. ### ### Do I have to build a connector for AITable.ai or AM-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 AITable.ai and AM-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.