--- title: "Connect CRM in Cloud and Dastra - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create a Task\" in Dastra." canonical: "https://apiant.ai/connect/crm-in-cloud-to-dastra" --- # Connect CRM in Cloud and Dastra When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create a Task** in [Dastra](https://apiant.ai/connections/dastra), or **New Task** in Dastra to **Create or Update Contact** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions Dastra **1** trigger Dastra **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and Dastra to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What CRM in Cloud and Dastra can do together ### From CRM in Cloud to Dastra - When **New or Updated Company** in CRM in Cloud then **Create a Task** in Dastra - When **New or Updated Contact** in CRM in Cloud then **Update task** in Dastra ### From Dastra to CRM in Cloud - When **New Task** in Dastra then **Create or Update Contact** in CRM in Cloud - When **New Task** in Dastra then **Create or Update Lead** in CRM in Cloud 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 Dastra ## Triggers and actions 5 triggers ยท 24 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates 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 Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds 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 Company** Returns up to 100 companies that match the specified search filter. - Trigger **New Task** Triggers when a new task is created in the chosen Dastra workspace. - Action **Add asset** Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record. - Action **Add data processing** Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose. - Action **Attach an Actor to a Data Processing** Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents. - Action **Create an Actor** Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record. - Action **Create a Task** Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records. - Action **Delete actor** Deletes an actor (a controller, processor or other third party) from a Dastra workspace. - Action **Delete task** Deletes a task from a Dastra workspace. - Action **Get actor** Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values. - Action **Get data processing** Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields. - Action **Get task** Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values. - Action **List assets** Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text. - Action **List tasks** Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text. - Action **Search Actor** Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters. - Action **Search Data Processing** Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record. - Action **Update actor** Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values. - Action **Update data processing** Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record. - Action **Update task** Updates an existing Dastra task. Fields you leave blank keep their current values. ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **Dastra** Dastra is a simple and guided data protection solution to make your entire organization accountable for...](https://apiant.ai/connections/dastra) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Dastra - [ **ActiveCampaign to Dastra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dastra) - [ **Airtable to Dastra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dastra) - [ **Asana to Dastra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dastra) - [ **ClickUp to Dastra** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dastra) - [ **Brevo to Dastra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dastra) - [ **Calendly to Dastra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-dastra) Questions ## CRM in Cloud and Dastra, 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 Dastra when something happens in CRM in Cloud? Any of Dastra's 17 actions, including Create an Actor, Create a Task, Update actor and Update data processing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dastra to CRM in Cloud? Yes. When something happens in Dastra, your agent can act in CRM in Cloud too. This page covers both directions: Dastra's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or Dastra? 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 Dastra 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.