Integration
Connect CRM in Cloud to Clever Elements
When New or Updated Company fires in CRM in Cloud, your agent runs Find subscriber by email in Clever Elements. 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 CRM in Cloud and Clever Elements 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 CRM in Cloud can start in Clever Elements
When New or Updated Company in CRM in Cloud
then Find subscriber by email in Clever Elements
When New or Updated Contact in CRM in Cloud
then Add list in Clever Elements
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 CRM in Cloud and Clever Elements
Triggers and actions 4 triggers · 21 actions
Trigger
New or Updated CompanyTriggers when a given action is performed on Company.
Trigger
New or Updated ContactTriggers when a given action is performed on Contact.
Trigger
New or Updated LeadTriggers when a given action is performed on Lead.
Trigger
New or Updated OpportunityTriggers when a given action is performed on Opportunity.
Action
Create or Update ActivityCreates 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 CompanyCreates a new Company, or update an exising one specifying its ID field value.
Action
Create or Update ContactCreates a new Contact, or update an exising one specifying its ID field value.
Action
Create or Update LeadCreates a new Lead, or update an exising one specifying its ID field value.
Action
Create or Update OpportunityCreates a new Opportunity, or update an exising one specifying its ID field value.
Action
Find Anagraphic Emails in ListFinds 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 CompanyReturns up to 100 companies that match the specified search filter.
Action
Add listCreates a new subscriber list in your Clever Elements account, with an optional description.
Action
Add SubscriberAdds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.
Action
Add subscriber fieldCreates a new subscriber (personalization) field in your Clever Elements account.
Action
Delete listDeletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.
Action
Delete subscriberDeletes a subscriber from your Clever Elements account by subscriber ID.
Action
Find subscriber by emailFinds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.
Action
Get list detailsReturns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.
Action
Get subscriberReturns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.
Action
List listsReturns every subscriber list in the Clever Elements account, with each list's ID and name.
Action
List subscriber fieldsReturns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.
Action
List subscribersReturns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.
Action
Unsubscribe Subscriber From All ListUnsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.
Action
Unsubscribe Subscriber From ListUnsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.
Action
Update SubscriberUpdates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.
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
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Questions
CRM in Cloud and Clever Elements, answered
What can start an automation from CRM in Cloud?
Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clever Elements when something happens in CRM in Cloud?
Any of Clever Elements's 14 actions, including Update Subscriber, Add list, Add Subscriber and Add subscriber field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clever Elements to CRM in Cloud?
Clever Elements has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Clever Elements's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or Clever Elements?
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 CRM in Cloud and Clever Elements 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.