--- title: "Connect Checkvist and noCRM.io - APIANT.ai" description: "When \"New List\" fires in Checkvist, your agent runs \"Create Lead\" in noCRM.io, or \"Lead Status Changed\" in noCRM.io to \"Create Task Note\" in Checkvist." canonical: "https://apiant.ai/connect/checkvist-to-nocrm-io" --- # Connect Checkvist and noCRM.io When **New List** fires in [Checkvist](https://apiant.ai/connections/checkvist), your agent runs **Create Lead** in [noCRM.io](https://apiant.ai/connections/nocrm-io), or **Lead Status Changed** in noCRM.io to **Create Task Note** in Checkvist. Describe the whole flow and it is built, tested on every scenario and kept running. Checkvist **2** triggers Checkvist **15** actions noCRM.io **8** triggers noCRM.io **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Checkvist and noCRM.io 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 Checkvist and noCRM.io can do together ### From Checkvist to noCRM.io - When **New List** in Checkvist then **Create Lead** in noCRM.io - When **New List Item** in Checkvist then **Assign Lead** in noCRM.io ### From noCRM.io to Checkvist - When **Lead Status Changed** in noCRM.io then **Create Task Note** in Checkvist - When **New Client Folder** in noCRM.io then **Close Task** in Checkvist 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 Checkvist and noCRM.io ## Triggers and actions 10 triggers · 31 actions - Trigger **New List** Triggered when a new checklist is created in Checkvist. - Trigger **New List Item** Triggered when a new item is added to the chosen Checkvist checklist. - Action **Close Task** Marks a task in a Checkvist checklist as closed (done) and returns the updated task. - Action **Create List Item** Adds a new item (task) to a Checkvist checklist and returns the created item. - Action **Create New List** Creates a new Checkvist checklist and returns it. - Action **Create Several List Items** Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items. - Action **Create Task Note** Adds a note (comment) to a task in a Checkvist checklist and returns the new note. - Action **Delete Checklist** Deletes a Checkvist checklist and returns the deleted list. - Action **Delete List Item** Deletes an item (task) from a Checkvist checklist and returns the deleted item. - Action **Get Checklist** Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts. - Action **Get List Item** Returns a single item (task) from a Checkvist checklist, optionally with its notes. - Action **List Checklists** Returns the Checkvist checklists the connected account can see. - Action **List List Items** Returns the items (tasks) in a Checkvist checklist. - Action **List Task Notes** Returns the notes (comments) on a task in a Checkvist checklist. - Action **Reopen Task** Reopens a closed task in a Checkvist checklist and returns the updated task. - Action **Update Checklist** Updates a Checkvist checklist's name or sharing setting and returns the updated list. - Action **Update List Item** Updates an item (task) in a Checkvist checklist and returns the updated item. - Trigger **Lead Status Changed** Triggers when a specific status of the lead is changed. - Trigger **New Client Folder** Triggers when a client folder is created. - Trigger **New Deleted Lead** Triggers when a lead is deleted. This trigger only works for Expert edition and above. - Trigger **New Lead** Triggers when a lead is created. - Trigger **New Lead Assigned** Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above. - Trigger **New Lead Comment** Triggers when a lead is comment on. This trigger only works for Expert edition and above. - Trigger **New Lead Content or Title Changed** Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above. - Trigger **New Prospect** Triggers 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 Attachment** Add an attachment to a lead - Action **Add Comment** Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Add Tags** Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Assign Lead** Assign the lead to a user - Action **Call Simplified API** Call our simplified API to interact with your data - Action **Change Lead's Title** Change the title of a lead - Action **Change Status** Change the status of a lead to Standby, Won, Cancelled or Lost - Action **Change Step** Change the step of a lead - Action **Create Lead** Creates a new lead. - Action **Create Prospect** Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above. - Action **Delete Lead** Moves a lead to the trash. - Action **Find Lead** Finds a lead from an email address. - Action **Get Lead** Look 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 Activity** Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Set Amount and Probability** Set the amount and the probability of a lead - Action **Set the Estimated Closing Date** Set the estimated closing date on a lead ## Each app on its own - [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist) - [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io) Reviews ## What our customers say ## More from Checkvist - [ **Checkvist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/checkvist-to-hubspot) - [ **Checkvist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/checkvist-to-salesforce) - [ **Checkvist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/checkvist-to-slack) - [ **Checkvist to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/checkvist-to-google-sheets) - [ **Checkvist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/checkvist-to-gmail) - [ **Checkvist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/checkvist-to-google-calendar) ## More into noCRM.io - [ **HubSpot to noCRM.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nocrm-io) - [ **Google Sheets to noCRM.io** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nocrm-io) - [ **Gmail to noCRM.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nocrm-io) - [ **Google Calendar to noCRM.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nocrm-io) - [ **Google Drive to noCRM.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nocrm-io) - [ **Mailchimp to noCRM.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nocrm-io) Questions ## Checkvist and noCRM.io, answered ### ### What can start an automation from Checkvist? Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. 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 Checkvist? 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 Checkvist? Yes. When something happens in noCRM.io, your agent can act in Checkvist too. This page covers both directions: noCRM.io's triggers and Checkvist's actions are listed here as well. ### ### Do I have to build a connector for Checkvist 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. ### ### Can my AI client use Checkvist and noCRM.io 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.