Integration
Connect Amo Crm to Customerly
When New contact fires in Amo Crm, your agent runs Get Contact in Customerly. Describe the whole flow 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 Customerly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 can start in Customerly
When New contact in Amo Crm
then Get Contact in Customerly
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 Customerly
Triggers and actions 2 triggers · 24 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.
- Add conversation
Open a new conversation from a user to a teammate.
- Add User Tag
Attach a tag to an existing user or lead.
- Convert lead to user
Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).
- Create/Update Lead
Creates or updates a lead.
- Create/Update User
Creates or updates a new user.
- Get Contact
Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.
- Get Conversation
Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.
- Unsubscribe contacts
Unsubscribe contacts (bulk) via API.
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
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Questions
Amo Crm and Customerly, 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 Customerly when something happens in Amo Crm?
Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customerly to Amo Crm?
Customerly has no triggers in the catalog today, so automations start in Amo Crm. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it.
Do I have to build a connector for Amo Crm or Customerly?
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 Customerly 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.