Integration
Connect CRM in Cloud and Groove
When New or Updated Company fires in CRM in Cloud, your agent runs Add label to ticket in Groove, or Customer Added in Groove to Create or Update Contact in CRM in Cloud. Describe the whole flow 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 Groove to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 and Groove can do together
From CRM in Cloud to Groove
When New or Updated Company in CRM in Cloud
then Add label to ticket in Groove
When New or Updated Contact in CRM in Cloud
then Add message in Groove
From Groove to CRM in Cloud
When Customer Added in Groove
then Create or Update Contact in CRM in Cloud
When Note Added in Groove
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 Groove
Triggers and actions 13 triggers · 22 actions
Trigger
New or Updated CompanyTriggers when a given action is performed on Company.
Trigger
New or Updated ContactTriggers when a given action is performed on Contact.
Trigger
New or Updated LeadTriggers when a given action is performed on Lead.
Trigger
New or Updated OpportunityTriggers when a given action is performed on Opportunity.
Action
Create or Update ActivityCreates 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 CompanyCreates a new Company, or update an exising one specifying its ID field value.
Action
Create or Update ContactCreates a new Contact, or update an exising one specifying its ID field value.
Action
Create or Update LeadCreates a new Lead, or update an exising one specifying its ID field value.
Action
Create or Update OpportunityCreates a new Opportunity, or update an exising one specifying its ID field value.
Action
Find Anagraphic Emails in ListFinds 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 CompanyReturns up to 100 companies that match the specified search filter.
Trigger
Agent RepliedTriggers when an agent replies to a ticket.
Trigger
Customer AddedTriggers when a customer is created.
Trigger
Customer RepliedTriggers when a customer replies to a ticket.
Trigger
Note AddedTriggers when a note is added to a ticket.
Trigger
Ticket AssignedTriggers when a ticket is assigned.
Trigger
Ticket ClosedTriggers when a ticket is closed.
Trigger
Ticket OpenedTriggers when a ticket is opened.
Trigger
Ticket StartedTriggers when a new ticket is created.
Trigger
Ticket TaggedTriggers when a ticket is tagged.
Action
Add label to ticketAdds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket.
Action
Add messageAdds a new message (reply or private note) to an existing Groove ticket.
Action
Add NoteAdds a private note to a Groove ticket, visible only to agents.
Action
Change Assigned AgentAssigns a Groove ticket to a different agent, identified by the agent's email address.
Action
Change Ticket MailboxMoves a ticket into a different mailbox.
Action
Change Ticket StateChanges the state of a Groove ticket (unread, opened, pending, closed or spam).
Action
Close TicketCloses a Groove ticket by setting its state to closed.
Action
Create New TicketCreates a new ticket in Groove from a customer or agent, with its first message.
Action
Get customerReturns one Groove customer, looked up by email address, including their contact details and custom attributes.
Action
Get ticketReturns a single Groove ticket by its ticket number.
Action
List agentsReturns the agents on your Groove account, optionally limited to one group.
Action
List mailboxesReturns all mailboxes in the Groove account, with each mailbox's name and email address.
Action
List messagesReturns the messages and notes on a Groove ticket.
Action
Reopen TicketReopens a Groove ticket by setting its state to opened.
Action
Update customerUpdates a customer's profile details, such as name, company, title and contact info, identified by their email address.
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
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Questions
CRM in Cloud and Groove, 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 Groove when something happens in CRM in Cloud?
Any of Groove's 15 actions, including Create New Ticket, Update customer, Add label to ticket and Add message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Groove to CRM in Cloud?
Yes. When something happens in Groove, your agent can act in CRM in Cloud too. This page covers both directions: Groove'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 Groove?
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 Groove 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.