--- title: "Connect CRM in Cloud and Exayard - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Project\" in Exayard." canonical: "https://apiant.ai/connect/crm-in-cloud-to-exayard" --- # Connect CRM in Cloud and Exayard When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Project** in [Exayard](https://apiant.ai/connections/exayard), or **Assessment Completed** in Exayard 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 Exayard **7** triggers Exayard **9** 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 Exayard 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 Exayard can do together ### From CRM in Cloud to Exayard - When **New or Updated Company** in CRM in Cloud then **Create Project** in Exayard - When **New or Updated Contact** in CRM in Cloud then **Send Test Webhook Event** in Exayard ### From Exayard to CRM in Cloud - When **Assessment Completed** in Exayard then **Create or Update Contact** in CRM in Cloud - When **New Project** in Exayard 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 Exayard ## Triggers and actions 11 triggers ยท 16 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 **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. ## 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) - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) 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 Exayard - [ **ActiveCampaign to Exayard** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-exayard) - [ **Airtable to Exayard** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-exayard) - [ **Asana to Exayard** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-exayard) - [ **ClickUp to Exayard** 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-exayard) - [ **Discord to Exayard** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-exayard) - [ **Brevo to Exayard** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-exayard) Questions ## CRM in Cloud and Exayard, 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 Exayard when something happens in CRM in Cloud? Any of Exayard's 9 actions, including Create Project, Send Test Webhook Event, Update project and Add quote request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Exayard to CRM in Cloud? Yes. When something happens in Exayard, your agent can act in CRM in Cloud too. This page covers both directions: Exayard'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 Exayard? 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 Exayard 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.