Integration
Connect Commusoft and CrewForm
When New Contact fires in Commusoft, your agent runs Send Task to AI Agent in CrewForm, or AI Agent Task Failed in CrewForm to Create Contact in Commusoft. 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 Commusoft and CrewForm 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 Commusoft and CrewForm can do together
From Commusoft to CrewForm
When New Contact in Commusoft
then Send Task to AI Agent in CrewForm
From CrewForm to Commusoft
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 Commusoft and CrewForm
Triggers and actions 8 triggers · 57 actions
- New Contact
Triggers when a new contact is added to a customer or work address.
- New Customer
Triggers when a new customer is created.
- New Diary
Triggers when a new diary appointment is booked.
- New Job
Triggers when a new job is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Scheduled Activity
Triggers when a new scheduled activity is created.
- New Work Address
Triggers when a new work address is created.
- Complete Scheduled Activity
Marks a scheduled activity as completed.
- Create Company
Creates a new company customer in Commusoft.
- Create Contact
Adds a contact person to a customer or work address.
- Create New Customer
Creates a new private customer in Commusoft with its primary contact and address.
- Create New Work Address
Creates a new work address under an existing customer.
- Create Opportunity
Creates a new sales opportunity at an existing customer or work address property.
- Delete Appointment
Deletes a diary appointment.
- Delete Asset
Deletes an asset from a property.
- Delete Contact
Deletes a contact person.
- Delete Job
Deletes a job.
- Delete Opportunity
Deletes a sales opportunity.
- Delete Property
Deletes a customer, company or work address.
- Delete Scheduled Activity
Deletes a scheduled activity.
- Get Appointment
Returns one diary appointment by its ID.
- Get Asset
Returns one asset (e.g. a boiler) by its ID.
- Get Job
Returns one job by its ID.
- Get Opportunity
Returns one sales opportunity by its ID.
- Get Property
Returns one customer, company or work address by its ID.
- List Advertising Types
Returns the advertising types (lead sources).
- List Appointments
Returns diary appointments, optionally for one engineer or date range.
- List Asset Groups
Returns asset groups such as Boiler or Heat pump.
- List Assets
Returns assets recorded at properties.
- List Asset Types
Returns asset types within asset groups.
- List Business Units
Returns the business units.
- List Customer Types
Returns the customer types set up in Commusoft.
- List Files
Returns files saved against properties, opportunities or jobs.
- List Forms
Returns custom forms completed against jobs.
- List Job Description Templates
Returns the job description templates used when creating jobs.
- List Jobs
Returns jobs, optionally filtered by property, status or pipeline stage.
- List Opportunities
Returns sales opportunities, optionally filtered by property or pipeline stage.
- List Opportunity Pipelines
Returns active opportunity pipelines.
- List Opportunity Stages
Returns the stages of one opportunity pipeline.
- List Properties
Returns customers, companies and work addresses.
- List Property Contacts
Returns the contacts of a customer or work address.
- List Provinces
Returns the provinces/counties set up in Commusoft.
- List Scheduled Activities
Returns scheduled activities, optionally filtered by status or associated record.
- List Telephone Types
Returns the telephone types.
- List Titles
Returns the contact title options such as Mr and Mrs.
- List User Groups
Returns the user groups.
- Mark Job Complete
Marks a job as complete at the given date and time.
- Mark Job Uncompleted
Reopens a completed job.
- Put Job On Hold
Puts a job on hold for a given reason.
- Remove Job From Hold
Takes a job off hold.
- Update Company
Updates an existing company customer's details.
- Update Contact
Updates a contact person's details.
- Update Customer
Updates an existing private customer's contact and address details.
- Update Work Address
Updates a work address's contact and address details.
- AI Agent Task Failed
Triggers when a CrewForm AI agent task fails.
- Add agent
Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.
- Delete agent
Deletes an AI agent from your CrewForm workspace.
- Delete task
Deletes a task from your CrewForm workspace.
- Get agent
Returns a single CrewForm agent by its id, including its model, prompt and settings.
- Get task
Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.
- List agents
Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.
- List tasks
Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.
- Send Task to AI Agent
Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.
- Update agent
Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.
- Update task
Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.
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
Commusoft and CrewForm, answered
What can start an automation from Commusoft?
Any of Commusoft's 7 triggers in the catalog, including New Contact, New Customer, New Diary and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CrewForm when something happens in Commusoft?
Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CrewForm to Commusoft?
Yes. When something happens in CrewForm, your agent can act in Commusoft too. This page covers both directions: CrewForm's triggers and Commusoft's actions are listed here as well.
Do I have to build a connector for Commusoft or CrewForm?
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 Commusoft and CrewForm 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.