--- title: "Connect Amo Crm and Sertifier - APIANT.ai" description: "When \"New contact\" fires in Amo Crm, your agent runs \"Create Detail\" in Sertifier, or \"New Detail\" in Sertifier to \"Add contact\" in Amo Crm." canonical: "https://apiant.ai/connect/amo-crm-to-sertifier" --- # Connect Amo Crm and Sertifier When **New contact** fires in [Amo Crm](https://apiant.ai/connections/amo-crm), your agent runs **Create Detail** in [Sertifier](https://apiant.ai/connections/sertifier), or **New Detail** in Sertifier 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 Sertifier **2** triggers Sertifier **1** action 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 Sertifier 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 Sertifier can do together ### From Amo Crm to Sertifier - When **New contact** in Amo Crm then **Create Detail** in Sertifier ### From Sertifier to Amo Crm - When **New Detail** in Sertifier then **Add contact** in Amo Crm - When **New Skills** in Sertifier 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 Sertifier ## Triggers and actions 4 triggers · 17 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 **New Detail** Triggers when new Detail is created. - Trigger **New Skills** Triggers when new skill is created. - Action **Create Detail** Create the Detail of the credential, will be used in the Campaign. ## 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) - [ **Sertifier** Sertifier is a digital credentialing platform, enabling digital certificate & badge management and...](https://apiant.ai/connections/sertifier) 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 Sertifier - [ **HubSpot to Sertifier** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sertifier) - [ **Salesforce to Sertifier** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sertifier) - [ **Google Sheets to Sertifier** Google Sheets](https://apiant.ai/connect/google-sheets-to-sertifier) - [ **Gmail to Sertifier** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sertifier) - [ **Google Calendar to Sertifier** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sertifier) - [ **Google Drive to Sertifier** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sertifier) Questions ## Amo Crm and Sertifier, 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 Sertifier when something happens in Amo Crm? Any of Sertifier's 1 action, including Create Detail. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sertifier to Amo Crm? Yes. When something happens in Sertifier, your agent can act in Amo Crm too. This page covers both directions: Sertifier's triggers and Amo Crm's actions are listed here as well. ### ### Do I have to build a connector for Amo Crm or Sertifier? 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 Sertifier 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.