--- title: "Connect CRM in Cloud and Frame.io - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Comment\" in Frame.io." canonical: "https://apiant.ai/connect/crm-in-cloud-to-frame-io-v4" --- # Connect CRM in Cloud and Frame.io When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Comment** in [Frame.io](https://apiant.ai/connections/frame-io-v4), or **Comment Completed** in Frame.io 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 Frame.io **9** triggers Frame.io **15** 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 Frame.io 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 Frame.io can do together ### From CRM in Cloud to Frame.io - When **New or Updated Company** in CRM in Cloud then **Create Comment** in Frame.io - When **New or Updated Contact** in CRM in Cloud then **Create Project** in Frame.io ### From Frame.io to CRM in Cloud - When **Comment Completed** in Frame.io then **Create or Update Contact** in CRM in Cloud - When **Comment Created** in Frame.io 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 Frame.io ## Triggers and actions 13 triggers ยท 22 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 **Comment Completed** Triggers when a comment is marked as completed. Shows live data from your projects. - Trigger **Comment Created** Triggers when a new comment is created. - Trigger **Comment Updated** Triggers when a comment is updated. - Trigger **File Created** Triggers when a file is first created, but before it is uploaded and processed. - Trigger **File Deleted** Triggers when a file is deleted. Note: Only deletion metadata is available, not the original file content. - Trigger **File Ready** Triggers when a newly uploaded file has been fully processed and is available for preview, comments, sharing, and downloads. - Trigger **File Upload Completed** Triggers when a file has been fully uploaded to Frame.io and is ready for processing. - Trigger **Metadata Value Updated** Triggers when a metadata value is updated. Shows live data from your projects. Prioritizes Status field changes (Approved, In Review, etc.) for workflow automation. - Trigger **Project Created** Triggers when a new project is created. Shows live data from your workspace. - Action **Create Comment** Creates a new comment on a file. - Action **Create Folder** Creates a new folder within a project. - Action **Create Project** Creates a new project within a workspace. - Action **Create Share** Creates a new share. - Action **Create Version Stack** Create a new version stack to group related asset versions together. - Action **Create Workspace** Creates a new workspace within an account. - Action **Custom API Request (SDK)** Make a custom request to the Frame.io v4 API using the official SDK with guided method selection. - Action **Delete File** deletes a file, firing the file.deleted webhook. - Action **Show Project Details** Get detailed information about a specific project. - Action **Show Share** Returns one share by id. - Action **Show Workspace** Returns a single workspace's details. - Action **Update Comment** Updates an existing comment with new text, annotation, or completion status. - Action **Update File Metadata** sets metadata field values (field_definition_id + value) on one or more file_ids; fires metadata.value.updated. - Action **Update Project** Updates an existing project name, status, or access restrictions. - Action **Upload File From URL** Upload a file to Frame.io from a remote URL (like Google Drive, AWS S3, etc.) ## 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) - [ **Frame.io** Frame.io is Adobe's video review and collaboration platform.](https://apiant.ai/connections/frame-io-v4) 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 Frame.io - [ **ActiveCampaign to Frame.io** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-frame-io-v4) - [ **Airtable to Frame.io** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-frame-io-v4) - [ **Asana to Frame.io** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-frame-io-v4) - [ **ClickUp to Frame.io** 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-frame-io-v4) - [ **Discord to Frame.io** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-frame-io-v4) - [ **Brevo to Frame.io** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-frame-io-v4) Questions ## CRM in Cloud and Frame.io, 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 Frame.io when something happens in CRM in Cloud? Any of Frame.io's 15 actions, including Create Comment, Create Folder, Create Project and Create Share. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Frame.io to CRM in Cloud? Yes. When something happens in Frame.io, your agent can act in CRM in Cloud too. This page covers both directions: Frame.io'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 Frame.io? 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 Frame.io 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.