Integration
Connect CRM in Cloud and HappyFox Chat
When something happens in CRM in Cloud or HappyFox Chat, your agent does the next thing in the other. 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 HappyFox Chat 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 and HappyFox Chat can do together
From CRM in Cloud to HappyFox Chat
When New or Updated Company in CRM in Cloud
then Get agent in HappyFox Chat
From HappyFox Chat to 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 HappyFox Chat
Triggers and actions 7 triggers · 15 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.
- Finished Chat
Triggered when a chat in HappyFox Chat ends and its transcript is created.
- New Missed Chat
Triggered when a chat in HappyFox Chat ends without an agent answering it.
- New Offline Message
Triggered when a visitor leaves an offline message in HappyFox Chat.
- Get agent
Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
- Get department
Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
- List agents
Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
- List canned responses
Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
- List departments
Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
- List offline messages
Returns the offline messages visitors left in HappyFox Chat while no agent was available.
- List transcripts
Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
- List visitors
Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
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 HappyFox Chat
Google Drive to HappyFox ChatGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to HappyFox ChatActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to HappyFox ChatOrganize anything with Airtable, a modern database created for everyone.
Questions
CRM in Cloud and HappyFox Chat, 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 HappyFox Chat when something happens in CRM in Cloud?
Any of HappyFox Chat's 8 actions, including Get agent, Get department, List agents and List canned responses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HappyFox Chat to CRM in Cloud?
Yes. When something happens in HappyFox Chat, your agent can act in CRM in Cloud too. This page covers both directions: HappyFox Chat'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 HappyFox Chat?
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.