Integration
Connect AM-CRM and Manifestly Checklists Agent
When something happens in AM-CRM or Manifestly Checklists Agent, 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 Manifestly Checklists Agent 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 Manifestly Checklists Agent can do together
From AM-CRM to Manifestly Checklists Agent
When Contact Updated in AM-CRM
then Change Step State in Manifestly Checklists Agent
When Deal Created in AM-CRM
then Run Workflow in Manifestly Checklists Agent
From Manifestly Checklists Agent to AM-CRM
When Run Late in Manifestly Checklists Agent
then Create Contact in AM-CRM
When Run Late in Manifestly Checklists Agent
then Create Deal in 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 Manifestly Checklists Agent
Triggers and actions 4 triggers · 13 actions
Trigger
Contact UpdatedTriggers when a contact is updated.
Trigger
Deal CreatedTriggers when a new deal is created.
Trigger
New Contact CreatedTriggers when a new contact is created.
Action
Create ContactCreates a new contact
Action
Create DealAction
Find Contact by EmailFinds a contact by email address
Action
Find Contact by IDFinds a contact by its ID
Action
Find Contact by SearchFinds contacts by name, email, phone or company
Action
Find Deal by IDreturns the deal (array, each row with deal_id, title, value_cents, status, contact).
Action
Update ContactUpdates an existing contact
Action
Update DealUpdates an existing deal
Trigger
Run LateTriggers when a run is late.
Action
Change Step StateCompletes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.
Action
Get RunLook up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.
Action
List Run StepsReturns the steps of a checklist run
Action
List WorkflowsReturns the checklist workflows in your Manifestly account.
Action
Run WorkflowStarts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.
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 Manifestly Checklists Agent
HubSpot to Manifestly Checklists AgentHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Manifestly Checklists AgentGoogle Sheets
Gmail to Manifestly Checklists AgentGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Manifestly Checklists AgentGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Manifestly Checklists AgentGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Manifestly Checklists AgentMailchimp marketing automation and email platform.
Questions
AM-CRM and Manifestly Checklists Agent, 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 Manifestly Checklists Agent when something happens in AM-CRM?
Any of Manifestly Checklists Agent's 5 actions, including Change Step State, Get Run, List Run Steps and List Workflows. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Manifestly Checklists Agent to AM-CRM?
Yes. When something happens in Manifestly Checklists Agent, your agent can act in AM-CRM too. This page covers both directions: Manifestly Checklists Agent's triggers and AM-CRM's actions are listed here as well.
Do I have to build a connector for AM-CRM or Manifestly Checklists Agent?
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.