Integration
Connect CRM in Cloud and iDenfy
When New or Updated Company fires in CRM in Cloud, your agent runs Add identification to blocklist in iDenfy, or KYB - New Company Verification (Polling) in iDenfy to Create or Update Company 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 iDenfy 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 iDenfy can do together
From CRM in Cloud to iDenfy
When New or Updated Company in CRM in Cloud
then Add identification to blocklist in iDenfy
From iDenfy 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 iDenfy
Triggers and actions 6 triggers · 13 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.
- KYB - New Company Verification (Polling)
Triggers when a new KYB company verification is created in iDenfy.
- KYC - New Identity Verification (Polling)
Triggers when a new KYC identity verification appears in your iDenfy account.
- Add identification to blocklist
Adds a completed identity verification to your iDenfy blocklist, by its document, document details or selfie, so future verifications matching it are flagged.
- Delete identification from blocklist
Removes an identity verification's document, document data or selfie from your iDenfy blocklist.
- KYC - Create Identity Verification
Creates an iDenfy identity verification session for a client and returns the session reference, token and hosted verification link to send them to.
- KYC - Generate Verification PDF
Generates a PDF report for a completed identity verification, including verification data, status, AML and document photos, returned as a Base64-encoded file.
- KYC - Get Identification
Returns an identity verification's status and the personal and document data extracted from it, looked up by its scan reference.
- List identifications
Returns the KYC identity verifications on the account, with each one's scan reference and status, optionally filtered to one client.
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
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Questions
CRM in Cloud and iDenfy, 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 iDenfy when something happens in CRM in Cloud?
Any of iDenfy's 6 actions, including Add identification to blocklist, KYC - Create Identity Verification, KYC - Generate Verification PDF and KYC - Get Identification. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from iDenfy to CRM in Cloud?
Yes. When something happens in iDenfy, your agent can act in CRM in Cloud too. This page covers both directions: iDenfy'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 iDenfy?
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 iDenfy 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.