--- title: "Connect CRM in Cloud to Extracta.ai - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add classification\" in Extracta.ai." canonical: "https://apiant.ai/connect/crm-in-cloud-to-extracta-ai" --- # Connect CRM in Cloud to Extracta.ai When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add classification** in [Extracta.ai](https://apiant.ai/connections/extracta-ai). 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 Extracta.ai **10** 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 Extracta.ai 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 Extracta.ai - When **New or Updated Company** in CRM in Cloud then **Add classification** in Extracta.ai - When **New or Updated Contact** in CRM in Cloud then **Add extraction** in Extracta.ai 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 Extracta.ai ## Triggers and actions 4 triggers · 17 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 classification** Creates a document classification with a list of document types that uploaded documents can be classified into. Returns the new classification's id. - Action **Add extraction** Creates a new data extraction in Extracta.ai that defines which fields to pull out of uploaded documents. Returns the new extraction's id, which you use when uploading files for processing. - Action **Delete classification** Permanently deletes a document classification, including all of its batches, results and uploaded files. - Action **Delete extraction** Permanently deletes an extraction with all its batches and files, or just one batch or one file within it. - Action **Get classification** Returns the details of a document classification, including its name, description and configured document types with their keywords and linked extraction templates. - Action **Get credits** Returns the number of credits currently available on your Extracta.ai account, where one credit processes one page. - Action **Get extraction** Returns the setup of an extraction: its name, description, language, options, the fields it extracts, and the batches processed under it. - Action **Get extraction results** Returns the extracted data for a batch of documents processed by an extraction, or its waiting status if processing is not finished. Optionally narrows the results to a single file. - Action **Update classification** Updates an existing document classification's name, description and document types. - Action **Update extraction** Updates an existing Extracta extraction's name, description, language, processing options or fields to extract. Anything left blank stays unchanged. ## 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) - [ **Extracta.ai** Extracta.ai automates data extraction from any document or image, converting unstructured content into...](https://apiant.ai/connections/extracta-ai) 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 Extracta.ai - [ **HubSpot to Extracta.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-extracta-ai) - [ **Salesforce to Extracta.ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-extracta-ai) - [ **Slack to Extracta.ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-extracta-ai) - [ **Google Sheets to Extracta.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-extracta-ai) - [ **Gmail to Extracta.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-extracta-ai) - [ **Google Calendar to Extracta.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-extracta-ai) Questions ## CRM in Cloud and Extracta.ai, 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 Extracta.ai when something happens in CRM in Cloud? Any of Extracta.ai's 10 actions, including Update classification, Update extraction, Add classification and Add extraction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Extracta.ai to CRM in Cloud? Extracta.ai has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Extracta.ai's API documentation and adds it. ### ### Do I have to build a connector for CRM in Cloud or Extracta.ai? 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 Extracta.ai 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.