--- title: "Connect Amo Crm and Benetics - APIANT.ai" description: "When \"New contact\" fires in Amo Crm, your agent runs \"Add Task\" in Benetics, or \"New Project\" in Benetics to \"Add contact\" in Amo Crm." canonical: "https://apiant.ai/connect/amo-crm-to-benetics" --- # Connect Amo Crm and Benetics When **New contact** fires in [Amo Crm](https://apiant.ai/connections/amo-crm), your agent runs **Add Task** in [Benetics](https://apiant.ai/connections/benetics), or **New Project** in Benetics to **Add contact** in Amo Crm. Describe the whole flow and it is built, tested on every scenario and kept running. Amo Crm **2** triggers Amo Crm **15** actions Benetics **4** triggers Benetics **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Amo Crm and Benetics 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 Amo Crm and Benetics can do together ### From Amo Crm to Benetics - When **New contact** in Amo Crm then **Add Task** in Benetics - When **New lead** in Amo Crm then **Update Task** in Benetics ### From Benetics to Amo Crm - When **New Project** in Benetics then **Add contact** in Amo Crm - When **New Task** in Benetics then **Add task** in Amo 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 Amo Crm and Benetics ## Triggers and actions 6 triggers · 40 actions - Trigger **New contact** Polling trigger for new contacts. - Trigger **New lead** Polling trigger for new leads. - Action **Add company** Create a company. - Action **Add contact** Create a contact. - Action **Add note** Add a note to a lead/contact/company. - Action **Add task** Create a task. - Action **Get company** Get a company by ID. - Action **Get contact** Get a contact by ID. - Action **Get lead** Get a lead by ID. - Action **Get note** Returns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id. - Action **List contacts** List contacts. - Action **List leads** List leads. - Action **List pipelines** List lead pipelines. - Action **List tasks** List tasks. - Action **Update company** Update a company. - Action **Update contact** Update a contact. - Action **Update lead** Update a lead. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Updated Project** Triggers when a project is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Add Plan Version** Upload a new version of a plan. - Action **Add Project Member** Add a member to a project. - Action **Add Task** Create a new task on a project. - Action **Create Project** Creates a new project. - Action **Delete Document** Delete a document. - Action **Delete Plan** Delete a plan. - Action **Delete Plan Version** Remove one version of a plan from a project. - Action **Delete Project** Delete a project. - Action **Delete Project Member** Remove a member from a project. - Action **Delete Task** Delete a task. - Action **Document Upload** Upload a document - Action **Get Project** Get a single project by id. - Action **Get Report** Get a single report by id. - Action **Get Task** Get a single task by id. - Action **List Members** List members of the organization. - Action **List Project Members** List members assigned to a project. - Action **List Projects** List projects in the organization. - Action **List Reports** List reports for a project. - Action **List Tasks** List tasks for a project. - Action **Plan Upload** Upload a plan - Action **Update Document** Update a document's fields. - Action **Update Plan** Update a plan's fields. - Action **Update Project** Update a project's fields. - Action **Update Task** Update a task's fields. - Action **Upload File** Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document. ## Each app on its own - [ **Amo Crm** CRM platform for managing sales pipelines and customer conversations across WhatsApp, Instagram, and other...](https://apiant.ai/connections/amo-crm) - [ **Benetics** Benetics is a construction efficiency platform built in the cloud.](https://apiant.ai/connections/benetics) Reviews ## What our customers say ## More from Amo Crm - [ **Amo Crm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/amo-crm-to-hubspot) - [ **Amo Crm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/amo-crm-to-salesforce) - [ **Amo Crm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/amo-crm-to-slack) - [ **Amo Crm to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/amo-crm-to-google-sheets) - [ **Amo Crm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/amo-crm-to-gmail) - [ **Amo Crm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/amo-crm-to-google-calendar) ## More into Benetics - [ **Mailchimp to Benetics** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-benetics) - [ **Shopify to Benetics** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-benetics) - [ **ActiveCampaign to Benetics** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-benetics) - [ **Airtable to Benetics** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-benetics) - [ **Asana to Benetics** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-benetics) - [ **2Chat to Benetics** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-benetics) Questions ## Amo Crm and Benetics, answered ### ### What can start an automation from Amo Crm? Any of Amo Crm's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Benetics when something happens in Amo Crm? Any of Benetics's 25 actions, including Create Project, Update Document, Update Plan and Update Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Benetics to Amo Crm? Yes. When something happens in Benetics, your agent can act in Amo Crm too. This page covers both directions: Benetics's triggers and Amo Crm's actions are listed here as well. ### ### Do I have to build a connector for Amo Crm or Benetics? 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 Amo Crm and Benetics 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.