Integration
Connect ConnectWise Manage and karmaCRM
When New Territory fires in ConnectWise Manage, your agent runs Create Contact in karmaCRM, or New Company in karmaCRM to Create Company in ConnectWise Manage. 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 ConnectWise Manage and karmaCRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ConnectWise Manage and karmaCRM can do together
From ConnectWise Manage to karmaCRM
When New Territory in ConnectWise Manage
then Create Contact in karmaCRM
From karmaCRM to ConnectWise Manage
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 ConnectWise Manage and karmaCRM
Triggers and actions 9 triggers · 27 actions
- New Territory
Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage.
- New Ticket Note
Triggers when a new note is added to a ConnectWise Manage service ticket.
- New/Updated Contact
Triggers when a contact is created or updated in ConnectWise Manage.
- New/Updated Project
Triggers when a project is created or updated in ConnectWise Manage.
- New/Updated Ticket
Triggers when a service ticket is created or updated in ConnectWise Manage.
- Attach a File to a Record
Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project.
- Create Company
Creates a new company in ConnectWise Manage.
- Create Ticket Note
Adds a note to a ConnectWise Manage service ticket.
- Find Company
Finds a company in ConnectWise Manage by name and returns the first match.
- Find Contact
Finds a contact in ConnectWise Manage by email address.
- Find File
Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title.
- Find Ticket
Finds a service ticket in ConnectWise Manage by summary, returning the newest match.
- Update Company
Updates an existing company in ConnectWise Manage; only the fields you fill in are changed.
- Update Ticket
Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed.
- New Company
Triggers when a new company is created in karmaCRM.
- New Contact
Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags.
- New deal
Triggers when a new deal is created in karmaCRM.
- Updated Contact
Triggers when a contact is updated in karmaCRM.
- Add note
Adds a note (or logged call) to a karmaCRM contact, company or other record.
- Create Company
Creates a company in karmaCRM with its contact details, tags and custom field values.
- Create Contact
Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values.
- Create Deal
Creates a deal in karmaCRM, optionally linked to a contact and company.
- Create Task
Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts.
- Delete company
Deletes a company from karmaCRM.
- Delete contact
Deletes a contact from karmaCRM by its ID.
- Delete deal
Deletes a deal from karmaCRM.
- Find Company
Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches.
- Find Contact
Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags.
- Get company
Returns a single karmaCRM company by its ID, including contact details, tags and custom field values.
- Get contact
Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values.
- Get deal
Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values.
- Get note
Returns a single karmaCRM note (history entry), including its content, related record and participants.
- List deals
Returns the deals in your karmaCRM account, optionally only those after a given date.
- Update company
Updates an existing company in karmaCRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in karmaCRM, changing only the fields you fill in.
- Update deal
Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values.
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
ConnectWise Manage and karmaCRM, answered
What can start an automation from ConnectWise Manage?
Any of ConnectWise Manage's 5 triggers in the catalog, including New Territory, New Ticket Note, New/Updated Contact and New/Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in karmaCRM when something happens in ConnectWise Manage?
Any of karmaCRM's 18 actions, including Create Company, Create Contact, Create Deal and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from karmaCRM to ConnectWise Manage?
Yes. When something happens in karmaCRM, your agent can act in ConnectWise Manage too. This page covers both directions: karmaCRM's triggers and ConnectWise Manage's actions are listed here as well.
Do I have to build a connector for ConnectWise Manage or karmaCRM?
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 ConnectWise Manage and karmaCRM 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.