--- title: "Connect Clockify and CRM in Cloud - APIANT.ai" description: "When \"New Client\" fires in Clockify, your agent runs \"Create or Update Contact\" in CRM in Cloud." canonical: "https://apiant.ai/connect/clockify-to-crm-in-cloud" --- # Connect Clockify and CRM in Cloud When **New Client** fires in [Clockify](https://apiant.ai/connections/clockify), 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 **Create Task** in Clockify. Describe the whole flow and it is built, tested on every scenario and kept running. Clockify **7** triggers Clockify **24** 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 Clockify 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 Clockify and CRM in Cloud can do together ### From Clockify to CRM in Cloud - When **New Client** in Clockify then **Create or Update Contact** in CRM in Cloud - When **New Project** in Clockify then **Create or Update Lead** in CRM in Cloud ### From CRM in Cloud to Clockify - When **New or Updated Company** in CRM in Cloud then **Create Task** in Clockify - When **New or Updated Contact** in CRM in Cloud then **Create Client** in Clockify 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 Clockify and CRM in Cloud ## Triggers and actions 11 triggers ยท 31 actions - Trigger **New Client** Triggers when a new client is added to a workspace. - Trigger **New Project** Triggers when a new project is added to a workspace. - Trigger **New Tag** Triggers when a new tag is added to a workspace. - Trigger **New Task** Triggers when a new task is added to a project on a specified workspace. - Trigger **New Time Entry** Triggers when a new time entry is added. - Trigger **New Timer Started** Triggers when a new entry is started and running. - Trigger **New Workspace** Triggers when a new workspace is created. - Action **Create Client** Creates a client on a specified workspace. - Action **Create Project** Creates a project on a specified workspace. - Action **Create Tag** Creates a tag on a specified workspace. - Action **Create Task** Creates a task on a specified project. - Action **Create Time Entry** Creates a new time entry on a specified workspace. - Action **Delete Client** Delete a client from a workspace. - Action **Delete Project** Delete a project from a workspace. - Action **Delete Tag** Delete a tag from a workspace. - Action **Delete Task** Delete a task from a project. - Action **Delete Time Entry** Delete a time entry from a workspace. - Action **Find Client** Finds a client by name on a specified workspace. - Action **Find Project** Finds a project by name on a specified workspace. - Action **Find Running Timer** Finds a currently running time entry on a specified workspace. - Action **Find Tag** Finds a tag on a specified workspace. - Action **Find Task** Finds a task by name on a specified project and workspace. - Action **Find Time Entry** Finds a time entry by description, start datetime or end datetime. - Action **List Workspaces** List all workspaces the authenticated user belongs to. - Action **Start Timer** Starts a new time entry. - Action **Stop Timer** Stops currently running time entry on a specified workspace. - Action **Update Client** Update a client's name/note/archived status. - Action **Update Project** Update a project's name/color/client/billable status/dates. - Action **Update Tag** Update a tag's name/archived status on a workspace. - Action **Update Task** Update a task's name/status/assignee/estimate on a project. - Action **Update Time Entry** Update a time entry's start/end/description/project/task/billable/tags on a workspace. - 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 - [ **Clockify** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connections/clockify) - [ **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 Clockify - [ **Clockify to Kimai** Time-tracking platform for project-driven teams, with invoicing, expense tracking, and reporting.](https://apiant.ai/connect/clockify-to-kimai) - [ **Clockify to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/clockify-to-nvidia) - [ **Clockify to Pdforge** No-code builder and API for generating PDF documents/reports at scale for SaaS apps.](https://apiant.ai/connect/clockify-to-pdforge) - [ **Clockify to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/clockify-to-postman) - [ **Clockify to SHARE** A free, open, dataset about research and scholarly activities. Free, credential-less public API.](https://apiant.ai/connect/clockify-to-share) - [ **Clockify to SharpAPI** Real-time sports betting odds from 20+ sportsbooks with +EV detection](https://apiant.ai/connect/clockify-to-sharpapi) ## 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 ## Clockify and CRM in Cloud, answered ### ### What can start an automation from Clockify? Any of Clockify's 7 triggers in the catalog, including New Client, New Project, New Tag and New Task. 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 Clockify? 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 Clockify? Yes. When something happens in CRM in Cloud, your agent can act in Clockify too. This page covers both directions: CRM in Cloud's triggers and Clockify's actions are listed here as well. ### ### Do I have to build a connector for Clockify 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 Clockify 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.