--- title: "Connect Buildin.AI and CRM in Cloud - APIANT.ai" description: "When \"Database Item Created\" fires in Buildin.AI, your agent runs \"Create or Update Contact\" in CRM in Cloud." canonical: "https://apiant.ai/connect/buildin-ai-to-crm-in-cloud" --- # Connect Buildin.AI and CRM in Cloud When **Database Item Created** fires in [Buildin.AI](https://apiant.ai/connections/buildin-ai), your agent runs **Create or Update Contact** in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), or **New or Updated Company** in CRM in Cloud to **Add Block to Page** in Buildin.AI. Describe the whole flow and it is built, tested on every scenario and kept running. Buildin.AI **2** triggers Buildin.AI **8** actions CRM in Cloud **4** triggers CRM in Cloud **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Buildin.AI and CRM in Cloud 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 Buildin.AI and CRM in Cloud can do together ### From Buildin.AI to CRM in Cloud - When **Database Item Created** in Buildin.AI then **Create or Update Contact** in CRM in Cloud - When **Page Updated** in Buildin.AI then **Create or Update Lead** in CRM in Cloud ### From CRM in Cloud to Buildin.AI - When **New or Updated Company** in CRM in Cloud then **Add Block to Page** in Buildin.AI - When **New or Updated Contact** in CRM in Cloud then **Add Content to Page** in Buildin.AI 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 Buildin.AI and CRM in Cloud ## Triggers and actions 6 triggers · 15 actions - Trigger **Database Item Created** Triggers when a new item (row) is added to a Buildin database. - Trigger **Page Updated** Triggers when a page in your Buildin workspace is created or edited. - Action **Add Block to Page** Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block. - Action **Add Content to Page** Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block). - Action **Create Database** Creates a new database in Buildin with the columns you define, optionally inside a parent page. - Action **Create Database Item** Creates a new item (row) in a Buildin database, with its property values and optional page content. - Action **Create Page** Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content. - Action **Find Page by Title** Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out. - Action **Get Page and Children** Returns a page's details together with the content blocks directly inside it (up to 100). - Action **Update Database Item** Updates the property values, icon or cover of an existing item in a Buildin database. - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. ## Each app on its own - [ **Buildin.AI** Buildin.AI is a workspace for docs, notes, tasks, wikis, databases & more.](https://apiant.ai/connections/buildin-ai) - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) Reviews ## What our customers say ## More from Buildin.AI - [ **Buildin.AI to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buildin-ai-to-hubspot) - [ **Buildin.AI to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buildin-ai-to-salesforce) - [ **Buildin.AI to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buildin-ai-to-slack) - [ **Buildin.AI to Google Sheets** Google Sheets](https://apiant.ai/connect/buildin-ai-to-google-sheets) - [ **Buildin.AI to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/buildin-ai-to-gmail) - [ **Buildin.AI to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/buildin-ai-to-google-calendar) ## More into CRM in Cloud - [ **ActiveCampaign to CRM in Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crm-in-cloud) - [ **Airtable to CRM in Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crm-in-cloud) - [ **Asana to CRM in Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crm-in-cloud) - [ **ClickUp to CRM in Cloud** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crm-in-cloud) - [ **Brevo to CRM in Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crm-in-cloud) - [ **Calendly to CRM in Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crm-in-cloud) Questions ## Buildin.AI and CRM in Cloud, answered ### ### What can start an automation from Buildin.AI? Any of Buildin.AI's 2 triggers in the catalog, including Database Item Created and Page Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CRM in Cloud when something happens in Buildin.AI? Any of CRM in Cloud's 7 actions, including Create or Update Activity, Create or Update Company, Create or Update Contact and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CRM in Cloud to Buildin.AI? Yes. When something happens in CRM in Cloud, your agent can act in Buildin.AI too. This page covers both directions: CRM in Cloud's triggers and Buildin.AI's actions are listed here as well. ### ### Do I have to build a connector for Buildin.AI or CRM in Cloud? 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 Buildin.AI and CRM in Cloud 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.