Integration
Connect Aplos and noCRM.io
When something happens in Aplos or noCRM.io, 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 Aplos and noCRM.io 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 Aplos and noCRM.io can do together
From Aplos to noCRM.io
When New contact in Aplos
then Add Attachment in noCRM.io
When New contribution in Aplos
then Add Comment in noCRM.io
From noCRM.io to Aplos
When Lead Status Changed in noCRM.io
then Add contribution in Aplos
When New Client Folder in noCRM.io
then Add payable in Aplos
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 Aplos and noCRM.io
Triggers and actions 11 triggers · 29 actions
Trigger
New contactTriggers when a new contact (a donor, individual or company) is added in Aplos.
Trigger
New contributionTriggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
Trigger
New or updated contactTriggers when a contact (a donor, individual or company) is added or changed in Aplos.
Action
Add contributionRecords a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
Action
Add payableCreates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
Action
Add transactionCreates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
Action
Find contactsReturns the contacts that match the specified name, email, type or last-updated time.
Action
Find contributionsReturns contributions (donation records) that match the specified contact, name and date criteria.
Action
Find transactionsReturns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
Action
Get contactRetrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
Action
Get contributionRetrieve a single Aplos contribution record by its ID.
Action
Get payableRetrieves a single payable (bill) by its id.
Action
Get transactionRetrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
Action
List accountsLists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
Action
List fundsLists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
Action
List purposesLists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
Trigger
Lead Status ChangedTriggers when a specific status of the lead is changed.
Trigger
New Client FolderTriggers when a client folder is created.
Trigger
New Deleted LeadTriggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New LeadTriggers when a lead is created.
Trigger
New Lead AssignedTriggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead CommentTriggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title ChangedTriggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New ProspectTriggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add AttachmentAdd an attachment to a lead
Action
Add CommentCreate a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add TagsCreate a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign LeadAssign the lead to a user
Action
Call Simplified APICall our simplified API to interact with your data
Action
Change Lead's TitleChange the title of a lead
Action
Change StatusChange the status of a lead to Standby, Won, Cancelled or Lost
Action
Change StepChange the step of a lead
Action
Create LeadCreates a new lead.
Action
Create ProspectCreate a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete LeadMoves a lead to the trash.
Action
Find LeadFinds a lead from an email address.
Action
Get LeadLook up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an ActivityLog an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and ProbabilitySet the amount and the probability of a lead
Action
Set the Estimated Closing DateSet the estimated closing date on a lead
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
Aplos and noCRM.io, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in noCRM.io when something happens in Aplos?
Any of noCRM.io's 16 actions, including Create Lead, Create Prospect, Log an Activity and Add Attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from noCRM.io to Aplos?
Yes. When something happens in noCRM.io, your agent can act in Aplos too. This page covers both directions: noCRM.io's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or noCRM.io?
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.