Integration
Connect CrewForm and LeadSquared
When AI Agent Task Failed fires in CrewForm, your agent runs Create Task on Lead in LeadSquared, or Lead Stage Changed in LeadSquared to Send Task to AI Agent in CrewForm. 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 CrewForm and LeadSquared 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 CrewForm and LeadSquared can do together
From CrewForm to LeadSquared
When AI Agent Task Failed in CrewForm
then Create Task on Lead in LeadSquared
When AI Agent Task Failed in CrewForm
then Add Lead to Static List in LeadSquared
From LeadSquared to CrewForm
When Lead Stage Changed in LeadSquared
then Send Task to AI Agent in CrewForm
When New Lead in LeadSquared
then Update task in CrewForm
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 CrewForm and LeadSquared
Triggers and actions 4 triggers · 23 actions
Trigger
AI Agent Task FailedTriggers when a CrewForm AI agent task fails.
Action
Add agentCreates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.
Action
Delete agentDeletes an AI agent from your CrewForm workspace.
Action
Delete taskDeletes a task from your CrewForm workspace.
Action
Get agentReturns a single CrewForm agent by its id, including its model, prompt and settings.
Action
Get taskReturns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.
Action
List agentsReturns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.
Action
List tasksReturns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.
Action
Send Task to AI AgentCreates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.
Action
Update agentUpdates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.
Action
Update taskUpdates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.
Trigger
Lead Stage ChangedTriggers when a lead moves to a different stage.
Trigger
New LeadTriggers when a new lead is created in LeadSquared.
Trigger
Updated LeadTriggers when a lead is created or any of its fields change.
Action
Add Lead to Static ListAdds a lead to a static list.
Action
Create or Update LeadCreates a new lead, or updates the existing lead with the same email address.
Action
Create Task on LeadCreates a task or appointment on a lead.
Action
Delete LeadDeletes a lead.
Action
Find LeadFinds an existing lead by email address and returns its fields.
Action
Find Lead by PhoneFinds an existing lead by phone number and returns its fields.
Action
Find Lead (New)Searches leads by name, email, phone, company, city or country and returns every match.
Action
Get Activity DetailsReturns the details and field values of one activity.
Action
Get Lead by IDReturns a lead and all of its fields by lead id.
Action
List Activity TypesReturns every activity type in the account with its numeric event code.
Action
List ListsReturns all lead lists with their type and member count.
Action
Post a Sales Activity to a LeadPosts a sales activity (a product sale, open, won or lost) on a lead.
Action
Update LeadUpdates the given fields on an existing lead; fields left blank are unchanged.
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
CrewForm and LeadSquared, answered
What can start an automation from CrewForm?
Any of CrewForm's 1 trigger in the catalog, including AI Agent Task Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LeadSquared when something happens in CrewForm?
Any of LeadSquared's 13 actions, including Create or Update Lead, Create Task on Lead, Post a Sales Activity to a Lead and Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeadSquared to CrewForm?
Yes. When something happens in LeadSquared, your agent can act in CrewForm too. This page covers both directions: LeadSquared's triggers and CrewForm's actions are listed here as well.
Do I have to build a connector for CrewForm or LeadSquared?
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 CrewForm and LeadSquared 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.