--- title: "Connect CRM in Cloud and Lokalise - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create a Task\" in Lokalise." canonical: "https://apiant.ai/connect/crm-in-cloud-to-lokalise" --- # Connect CRM in Cloud and Lokalise When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create a Task** in [Lokalise](https://apiant.ai/connections/lokalise), or **Contributor Added** in Lokalise 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 Lokalise **16** triggers Lokalise **26** 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 Lokalise 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 Lokalise can do together ### From CRM in Cloud to Lokalise - When **New or Updated Company** in CRM in Cloud then **Create a Task** in Lokalise - When **New or Updated Contact** in CRM in Cloud then **Create Comment** in Lokalise ### From Lokalise to CRM in Cloud - When **Contributor Added** in Lokalise then **Create or Update Contact** in CRM in Cloud - When **Key Added** in Lokalise 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 Lokalise ## Triggers and actions 20 triggers · 33 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 **Contributor Added** Triggers when a new contributor is added to a Lokalise project. - Trigger **Contributor Removed** Triggers when a contributor is removed from the selected Lokalise project. - Trigger **Key Added** Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key. - Trigger **Key Comment Added** Triggers when someone adds a comment to a translation key in a Lokalise project. - Trigger **Key Modified** Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding). - Trigger **Key Removed** Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key. - Trigger **Language Added** Triggers when one or more languages are added to a Lokalise project, firing once for each language added. - Trigger **Language Removed** Triggers when a language is removed from a Lokalise project. - Trigger **Poll Tasks** Triggers when a new task is created in a Lokalise project. - Trigger **Project Exported** Triggers when translation files are downloaded (exported) from a Lokalise project. - Trigger **Project Imported** Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file. - Trigger **Project Snapshot** Triggers when a snapshot is taken of the selected Lokalise project. - Trigger **Task Created** Triggers when a new translation or review task is created in a Lokalise project. - Trigger **Task Deleted** Triggers when a task is deleted in a Lokalise project. - Trigger **Translation Reviewed** Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk. - Trigger **Translation Updated** Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API. - Action **Add Contributor** Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions. - Action **Add Languages** Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms. - Action **Create a Key** Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key. - Action **Create a Task** Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages. - Action **Create Comment** Adds a comment to a translation key in a Lokalise project. - Action **Create Project** Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project. - Action **Create Snapshot** Creates a snapshot of a Lokalise project, saving its current state so it can be restored later. - Action **Delete a Key** Deletes a key, with its translations, from a Lokalise project. - Action **Delete a Language** Removes a language from a Lokalise project. - Action **Delete a Task** Deletes a task from a Lokalise project. - Action **Download Files** Exports a Lokalise project's translation files as a.zip bundle and returns the download URL of the bundle. - Action **List All Orders** Returns all translation orders placed under a Lokalise team. - Action **List All Tasks** Returns the tasks in a Lokalise project, optionally filtered by title or status. - Action **List All Translations** Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task. - Action **List Project Languages** Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms. - Action **List Snapshots** Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details. - Action **Remove Contributor** Removes a contributor from a Lokalise project. - Action **Retrieve a Comment** Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added. - Action **Retrieve a Contributor** Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions. - Action **Retrieve a Key** Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations. - Action **Retrieve a Task** Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers. - Action **Retrieve Project** Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics. - Action **Update a Key** Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key. - Action **Update a Translation** Updates the text and review flags of a translation in a Lokalise project. - Action **Update Language** Updates a language in a Lokalise project, changing its code, name or plural forms. - Action **Upload File** Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status. ## 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) - [ **Lokalise** Lokalise is a translation management tool that lets you structure and automate workflows while encouraging...](https://apiant.ai/connections/lokalise) 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](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Lokalise - [ **HubSpot to Lokalise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lokalise) - [ **Google Sheets to Lokalise** Google Sheets](https://apiant.ai/connect/google-sheets-to-lokalise) - [ **Gmail to Lokalise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lokalise) - [ **Google Calendar to Lokalise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lokalise) - [ **Google Drive to Lokalise** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lokalise) - [ **ActiveCampaign to Lokalise** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lokalise) Questions ## CRM in Cloud and Lokalise, 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 Lokalise when something happens in CRM in Cloud? Any of Lokalise's 26 actions, including Create a Key, Create a Task, Create Comment and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lokalise to CRM in Cloud? Yes. When something happens in Lokalise, your agent can act in CRM in Cloud too. This page covers both directions: Lokalise'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 Lokalise? 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 Lokalise 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.