--- title: "Connect CRM in Cloud to Docusnap365 - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add several assets\" in Docusnap365." canonical: "https://apiant.ai/connect/crm-in-cloud-to-docusnap365" --- # Connect CRM in Cloud to Docusnap365 When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add several assets** in [Docusnap365](https://apiant.ai/connections/docusnap365). 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 Docusnap365 **7** 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 Docusnap365 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 can start in Docusnap365 - When **New or Updated Company** in CRM in Cloud then **Add several assets** in Docusnap365 - When **New or Updated Contact** in CRM in Cloud then **Create Inventory** in Docusnap365 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 Docusnap365 ## Triggers and actions 4 triggers · 14 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. - Action **Add several assets** Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated. - Action **Create Inventory** Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity. - Action **Find assets by criteria** Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details. - Action **Get Account Details** Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data. - Action **Get Accounts** Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users. - Action **Get Hardware** Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms. - Action **Get Systems** Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page. ## 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) - [ **Docusnap365** Docusnap is a software for automated network inventory, IT documentation, license management and permission...](https://apiant.ai/connections/docusnap365) 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 Docusnap365 - [ **Inistate to Docusnap365** Inistate is simplifying processes to best-fit sustainable and scalable solutions and reinventing no-code...](https://apiant.ai/connect/inistate-to-docusnap365) - [ **HubSpot to Docusnap365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docusnap365) - [ **Salesforce to Docusnap365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docusnap365) - [ **Slack to Docusnap365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docusnap365) - [ **Google Sheets to Docusnap365** Google Sheets](https://apiant.ai/connect/google-sheets-to-docusnap365) - [ **Gmail to Docusnap365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docusnap365) Questions ## CRM in Cloud and Docusnap365, 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 Docusnap365 when something happens in CRM in Cloud? Any of Docusnap365's 7 actions, including Create Inventory, Add several assets, Find assets by criteria and Get Account Details. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docusnap365 to CRM in Cloud? Docusnap365 has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Docusnap365's API documentation and adds it. ### ### Do I have to build a connector for CRM in Cloud or Docusnap365? 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 Docusnap365 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.