--- title: "Connect CRM in Cloud and DNSFilter - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add organization user\" in DNSFilter." canonical: "https://apiant.ai/connect/crm-in-cloud-to-dnsfilter" --- # Connect CRM in Cloud and DNSFilter When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add organization user** in [DNSFilter](https://apiant.ai/connections/dnsfilter), or **Blocked Page Form Submitted** in DNSFilter 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 DNSFilter **4** triggers DNSFilter **29** 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 DNSFilter 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 DNSFilter can do together ### From CRM in Cloud to DNSFilter - When **New or Updated Company** in CRM in Cloud then **Add organization user** in DNSFilter - When **New or Updated Contact** in CRM in Cloud then **Add IP address** in DNSFilter ### From DNSFilter to CRM in Cloud - When **Blocked Page Form Submitted** in DNSFilter then **Create or Update Contact** in CRM in Cloud - When **Policy Changed** in DNSFilter 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 DNSFilter ## Triggers and actions 8 triggers ยท 36 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 **Blocked Page Form Submitted** Triggers when a user submits the form on the blocked page. - Trigger **Blocked Page Visited** Triggered when someone in your DNSFilter account hits a blocked page. - Trigger **Invoice Available** Triggered when a new DNSFilter invoice becomes available. - Trigger **Policy Changed** Triggered when a DNSFilter policy is created or changed. - Action **Add IP address** Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy. - Action **Add organization user** Adds a new or existing user, by email, to a DNSFilter organization with the chosen role. - Action **Add policy** Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings. - Action **Add scheduled report** Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule. - Action **Add to Allow List** Adds a single domain to a DNSFilter policy's allow list, with a note explaining why. - Action **Add to Block List** Adds a single domain to a DNSFilter policy's block list, with a note explaining why. - Action **Allow Category in a Policy** Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list. - Action **Assign Policy to a Roaming Client** Assigns a DNSFilter policy to a roaming client, so that device filters against that policy. - Action **Assign Policy to a Site** Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy. - Action **Block Category in a Policy** Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list. - Action **Create Organization** Creates a new organization under an MSP in DNSFilter. - Action **Create Site** Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page. - Action **Delete IP address** Removes an IP address from your DNSFilter account. - Action **Delete organization user** Removes a user from a DNSFilter organization. The user's account itself is not deleted. - Action **Delete policy** Deletes a policy from your DNSFilter account. - Action **Delete site** Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted. - Action **Find domain by FQDN** Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications. - Action **Get organization** Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found. - Action **Get policy** Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found. - Action **Get site** Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies. - Action **List categories** Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat. - Action **List IP addresses** Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term. - Action **List organizations** Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP. - Action **List organization users** Returns the users of a DNSFilter organization, with their contact details, role and organization access. - Action **List policies** Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings. - Action **List sites** Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned. - Action **Update organization** Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization. - Action **Update policy** Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications. - Action **Update site** Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site. ## 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) - [ **DNSFilter** DNSFilter is a cloud-based, AI-driven content filtering and threat protection service.](https://apiant.ai/connections/dnsfilter) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into DNSFilter - [ **ActiveCampaign to DNSFilter** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dnsfilter) - [ **Airtable to DNSFilter** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dnsfilter) - [ **Asana to DNSFilter** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dnsfilter) - [ **ClickUp to DNSFilter** 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-dnsfilter) - [ **Discord to DNSFilter** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dnsfilter) - [ **Brevo to DNSFilter** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dnsfilter) Questions ## CRM in Cloud and DNSFilter, 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 DNSFilter when something happens in CRM in Cloud? Any of DNSFilter's 29 actions, including Create Organization, Create Site, Update organization and Update policy. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DNSFilter to CRM in Cloud? Yes. When something happens in DNSFilter, your agent can act in CRM in Cloud too. This page covers both directions: DNSFilter'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 DNSFilter? 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 DNSFilter 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.