Integration
Connect AM-CRM and Flatfile
When something happens in AM-CRM or Flatfile, your agent does the next thing in the other. Describe it 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 AM-CRM and Flatfile to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 AM-CRM and Flatfile can do together
From AM-CRM to Flatfile
When Contact Updated in AM-CRM
then Create Document in Flatfile
From Flatfile to AM-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 AM-CRM and Flatfile
Triggers and actions 11 triggers · 12 actions
- Contact Updated
Triggers when a contact is updated.
- Deal Created
Triggers when a new deal is created.
- New Contact Created
Triggers when a new contact is created.
- Create Contact
Creates a new contact
- Create Deal
- Find Contact by Email
Finds a contact by email address
- Find Contact by ID
Finds a contact by its ID
- Find Contact by Search
Finds contacts by name, email, phone or company
- Find Deal by ID
returns the deal (array, each row with deal_id, title, value_cents, status, contact).
- Update Contact
Updates an existing contact
- Update Deal
Updates an existing deal
- New Agent
Triggers when a new agent is created.
- New App
Triggers when a new app is created.
- New Document
Triggers when a new document is created in a space.
- New Event
Triggers when a new event occurs in Flatfile.
- New Prompt
Triggers when a new prompt is created.
- New Sheet
Trigger when a new sheet is created in a Flatfile workbook.
- New User
Triggers when a new user is created.
- New Workbook
Trigger when a new workbook is created in Flatfile.
- Create Document
Creates a new document in Flatfile.
- Create Prompt
Creates a new AI prompt in Flatfile.
- Get Document
Retrieves a single document from a Flatfile space by its ID.
- Upload File
Uploads a file to Flatfile.
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
More from AM-CRM
AM-CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AM-CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AM-CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AM-CRM to Google SheetsGoogle Sheets
AM-CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AM-CRM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Flatfile
Shopify to FlatfileShopify is a commerce platform for online stores and retail point-of-sale.
ActiveCampaign to FlatfileActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FlatfileOrganize anything with Airtable, a modern database created for everyone.
Asana to FlatfileAsana is a collaborative information manager for workspace.
ClickUp to FlatfileClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Questions
AM-CRM and Flatfile, answered
What can start an automation from AM-CRM?
Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Flatfile when something happens in AM-CRM?
Any of Flatfile's 4 actions, including Create Document, Create Prompt, Upload File and Get Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flatfile to AM-CRM?
Yes. When something happens in Flatfile, your agent can act in AM-CRM too. This page covers both directions: Flatfile's triggers and AM-CRM's actions are listed here as well.
Do I have to build a connector for AM-CRM or Flatfile?
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.
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.