Integration
Connect Amo Crm and Better Proposals
When something happens in Amo Crm or Better Proposals, 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 Amo Crm and Better Proposals 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 Amo Crm and Better Proposals can do together
From Amo Crm to Better Proposals
When New contact in Amo Crm
then Create a Proposal in Better Proposals
From Better Proposals to 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 Better Proposals
Triggers and actions 5 triggers · 17 actions
- New contact
Polling trigger for new contacts.
- New lead
Polling trigger for new leads.
- Add company
Create a company.
- Add contact
Create a contact.
- Add lead
Create a lead.
- Add note
Add a note to a lead/contact/company.
- Add task
Create a task.
- Get company
Get a company by ID.
- Get contact
Get a contact by ID.
- Get lead
Get a lead by ID.
- Get note
Returns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id.
- List contacts
List contacts.
- List leads
List leads.
- List pipelines
List lead pipelines.
- List tasks
List tasks.
- Update company
Update a company.
- Update contact
Update a contact.
- Update lead
Update a lead.
- Proposal Opened
Triggers when a proposal is opened.
- Proposal Paid
Triggers when a proposal is paid.
- Proposal Signed
Triggers when a proposal is signed.
- Create a Proposal
Creates a new proposal.
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 Amo Crm
Amo Crm to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Amo Crm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Amo Crm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Amo Crm to Google SheetsGoogle Sheets
Amo Crm to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Amo Crm to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Better Proposals
Stripe to Better ProposalsStripe is a payment processing platform for online businesses.
ActiveCampaign to Better ProposalsActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to Better ProposalsOrganize anything with Airtable, a modern database created for everyone.
Asana to Better ProposalsAsana is a collaborative information manager for workspace.
JIRA to Better ProposalsAtlassian JIRA Cloud — issue tracking and project management.
Brevo to Better ProposalsBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Amo Crm and Better Proposals, 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 Better Proposals when something happens in Amo Crm?
Any of Better Proposals's 1 action, including Create a Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Better Proposals to Amo Crm?
Yes. When something happens in Better Proposals, your agent can act in Amo Crm too. This page covers both directions: Better Proposals's triggers and Amo Crm's actions are listed here as well.
Do I have to build a connector for Amo Crm or Better Proposals?
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.