Integration
Connect CrewForm and Offri
When AI Agent Task Failed fires in CrewForm, your agent runs Create Contact in Offri, or New Contact in Offri 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 Offri 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 CrewForm and Offri can do together
From CrewForm to Offri
When AI Agent Task Failed in CrewForm
then Create Contact in Offri
When AI Agent Task Failed in CrewForm
then Create Contact Person in Offri
From Offri to CrewForm
When New Contact in Offri
then Send Task to AI Agent in CrewForm
When New Proposal in Offri
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 Offri
Triggers and actions 4 triggers · 28 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
New ContactTriggers when a new client is added in Offri.
Trigger
New ProposalTriggers when a new proposal is created in Offri.
Trigger
Proposal Status ChangedTriggers when a proposal's status changes, for example to won, lost or expired.
Action
Add componentCreates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
Action
Create ContactCreates a client (company or private person) in Offri.
Action
Create Contact PersonAdds a contact person to an Offri client.
Action
Create ProposalCreates a new proposal in Offri, optionally for a client.
Action
Delete componentDeletes a component (product) from your Offri workspace.
Action
Delete ProposalDeletes a draft Offri proposal.
Action
Find ContactFinds Offri clients by name, email or customer number.
Action
Find Contact PersonFinds the contact persons of an Offri client, optionally by email.
Action
Get componentReturns the details of a component (product) in your Offri workspace, including its category and product pricing.
Action
Get ContactReturns one Offri client by ID.
Action
Get ProposalReturns one Offri proposal with its totals and signing details.
Action
List componentsReturns the components and products in your Offri workspace, optionally filtered by name or category.
Action
Remove ContactRemoves a client from Offri.
Action
Remove Contact PersonRemoves a contact person from an Offri client.
Action
Send ProposalSends an Offri proposal to its client with an expiration date.
Action
Update componentUpdates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
Action
Update ContactUpdates the details of an existing Offri client.
Action
Update Contact PersonUpdates a contact person of an Offri client.
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
More from CrewForm
CrewForm to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CrewForm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CrewForm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CrewForm to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CrewForm to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CrewForm to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Offri
HubSpot to OffriHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to OffriGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to OffriGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OffriGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to OffriGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OffriMailchimp marketing automation and email platform.
Questions
CrewForm and Offri, 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 Offri when something happens in CrewForm?
Any of Offri's 18 actions, including Create Contact, Create Contact Person, Create Proposal and Send Proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Offri to CrewForm?
Yes. When something happens in Offri, your agent can act in CrewForm too. This page covers both directions: Offri's triggers and CrewForm's actions are listed here as well.
Do I have to build a connector for CrewForm or Offri?
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 Offri 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.