Integration
Connect CRM in Cloud to Ironclad
When New or Updated Company fires in CRM in Cloud, your agent runs Update Record in Ironclad. 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 Ironclad 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 can start in Ironclad
When New or Updated Company in CRM in Cloud
then Update Record in Ironclad
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 Ironclad
Triggers and actions 4 triggers · 19 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 Workflow Comment
Posts a comment to a workflow's activity feed in Ironclad, optionally replying to an existing comment or @-mentioning users.
- Delete Record
Deletes an existing record from the Ironclad repository.
- Find a Record
Finds contract records in Ironclad by search text or filter formula and returns the matching records.
- Find a Workflow
Returns up to 100 workflows that match the search text, filter formula, status, template or last-updated date you specify.
- Get record
Returns a single Ironclad record with its properties, attachments, links and contract status.
- Get workflow
Returns one Ironclad workflow, including its attributes, current step, status, roles, and approval and signature state. An error occurs if the workflow is not found.
- Get Workflow Approvals
Returns the approval groups and approver roles on an Ironclad workflow, with each reviewer's status.
- Launch New Workflow
Launches a new Ironclad workflow from a published workflow template and returns the launched workflow.
- Send signature request
Sends the signature packet of an Ironclad workflow out for signature and returns the workflow's resulting sign status and signers.
- Update Record
Updates an existing Ironclad contract record: changes its name or type, sets or removes properties, and manages its links, parent and child records.
- Update Workflow
Updates the attributes of an Ironclad workflow that is in the Review step, setting or clearing values, and returns the updated workflow.
- Update Workflow Approval
Sets an approver role's approval status on a workflow to approved or pending. Works only during the Review step, when that role's approval group is active.
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
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Questions
CRM in Cloud and Ironclad, 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 Ironclad when something happens in CRM in Cloud?
Any of Ironclad's 12 actions, including Create Workflow Comment, Send signature request, Update Record and Update Workflow. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ironclad to CRM in Cloud?
Ironclad has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Ironclad's API documentation and adds it.
Do I have to build a connector for CRM in Cloud or Ironclad?
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 Ironclad 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.