--- title: "Connect Amo Crm and Rossum - APIANT.ai" description: "When \"New contact\" fires in Amo Crm, your agent runs \"Upload a Document\" in Rossum, or \"Document Export\" in Rossum to \"Add contact\" in Amo Crm." canonical: "https://apiant.ai/connect/amo-crm-to-rossum" --- # Connect Amo Crm and Rossum When **New contact** fires in [Amo Crm](https://apiant.ai/connections/amo-crm), your agent runs **Upload a Document** in [Rossum](https://apiant.ai/connections/rossum), or **Document Export** in Rossum 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 **16** actions Rossum **1** trigger Rossum **9** 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 Rossum 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 Rossum can do together ### From Amo Crm to Rossum - When **New contact** in Amo Crm then **Upload a Document** in Rossum - When **New lead** in Amo Crm then **Get document** in Rossum ### From Rossum to Amo Crm - When **Document Export** in Rossum then **Add contact** in Amo Crm - When **Document Export** in Rossum then **Add lead** 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 Rossum ## Triggers and actions 3 triggers · 25 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 lead** Create a lead. - 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 **Document Export** Triggers when a document is exported in Rossum. - Action **Add queue** Create a queue. - Action **Confirm annotation** Confirm an annotation. - Action **Delete annotation** Delete an annotation. - Action **Get annotation** Retrieve one annotation (extracted document data) by id. - Action **Get document** Retrieve document metadata by id. - Action **Get queue** Retrieve a queue by id. - Action **Start Annotation** moves an annotation (e.g. to_review) into reviewing status so it can be confirmed; returns the annotation and session timeout. - Action **Update annotation** Update an annotation (e.g. metadata, status). - Action **Upload a Document** Uploads a document to one of Rossum queues ## 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) - [ **Rossum** Rossum is cloud-based app that uses artificial intelligence to replicate the human approach to data...](https://apiant.ai/connections/rossum) 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](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 Rossum - [ **HubSpot to Rossum** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rossum) - [ **Google Sheets to Rossum** Google Sheets](https://apiant.ai/connect/google-sheets-to-rossum) - [ **Gmail to Rossum** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rossum) - [ **Google Calendar to Rossum** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rossum) - [ **Google Drive to Rossum** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rossum) - [ **Mailchimp to Rossum** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rossum) Questions ## Amo Crm and Rossum, 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 Rossum when something happens in Amo Crm? Any of Rossum's 9 actions, including Update annotation, Upload a Document, Add queue and Confirm annotation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rossum to Amo Crm? Yes. When something happens in Rossum, your agent can act in Amo Crm too. This page covers both directions: Rossum's triggers and Amo Crm's actions are listed here as well. ### ### Do I have to build a connector for Amo Crm or Rossum? 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 Rossum 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.