Integration
Connect CRM in Cloud to FilePost
When something happens in CRM in Cloud, your agent does the next thing in FilePost. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want CRM in Cloud and FilePost to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What CRM in Cloud can start in FilePost
When New or Updated Company in CRM in Cloud
then Create Intake Link in FilePost
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 FilePost
Triggers and actions 4 triggers · 17 actions
- New or Updated Company
Triggers when a given action is performed on Company.
- New or Updated Contact
Triggers when a given action is performed on Contact.
- New or Updated Lead
Triggers when a given action is performed on Lead.
- New or Updated Opportunity
Triggers when a given action is performed on Opportunity.
- 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.
- Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
- Create or Update Opportunity
Creates a new Opportunity, or update an exising one specifying its ID field value.
- 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.
- Find Company
Returns up to 100 companies that match the specified search filter.
- Create Intake Link
Creates a FilePost intake link — a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.
- Delete File
Permanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.
- Delete intake link
Closes a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.
- Get file
Returns the details FilePost holds about one stored file — its name, size, type, download link and when it expires.
- Get intake link
Returns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.
- List Files
Returns the files stored in your FilePost account, newest first, together with the total number of files.
- List intake links
Returns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.
- Update file
Changes whether a stored file's name appears in its public link, and returns the file with its new link.
- Upload File
Uploads a file to FilePost and returns its shareable link.
- Upload File From URL
Stores a file from a public web link in FilePost and returns its shareable link.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from CRM in Cloud
CRM in Cloud to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CRM in Cloud to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CRM in Cloud to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CRM in Cloud to Google SheetsGoogle Sheets
CRM in Cloud to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CRM in Cloud to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into FilePost
Questions
CRM in Cloud and FilePost, 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 FilePost when something happens in CRM in Cloud?
Any of FilePost's 10 actions, including Create Intake Link, Update file, Upload File and Upload File From URL. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FilePost to CRM in Cloud?
FilePost has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads FilePost's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or FilePost?
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.
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.