Integration
Connect Amo Crm to swiDOC
When New contact fires in Amo Crm, your agent runs Update document metadata in swiDOC. 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 swiDOC 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 swiDOC
When New contact in Amo Crm
then Update document metadata in swiDOC
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 swiDOC
Triggers and actions 2 triggers · 20 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.
- Archive Document
Archives a file in swiDOC with its name, folder path, description, tags and search attributes, and returns the new document's id.
- Download document
Downloads an archived swiDOC document as a file you can pass to later steps.
- Get document metadata
Returns the metadata of an archived document: its file name, folder path, description, tags, archive dates and search attribute values.
- Update document metadata
Updates the metadata of an archived swiDOC document, such as its file name, folder path, description, tags, search attributes or archive duration. Only the values you fill in are changed.
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 swiDOC, 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 swiDOC when something happens in Amo Crm?
Any of swiDOC's 4 actions, including Update document metadata, Download document, Get document metadata and Archive Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from swiDOC to Amo Crm?
swiDOC has no triggers in the catalog today, so automations start in Amo Crm. If you need the other direction, ask: your agent reads swiDOC's API documentation and adds it.
Do I have to build a connector for Amo Crm or swiDOC?
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 swiDOC 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.