Integration
Connect CRM in Cloud and monday.com
When something happens in CRM in Cloud or monday.com, 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 monday.com 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 monday.com can do together
From CRM in Cloud to monday.com
When New or Updated Company in CRM in Cloud
then Create Board in monday.com
From monday.com 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 monday.com
Triggers and actions 14 triggers · 34 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.
- Any Column Value Changed in Board
Triggers when any column's value is changed in the selected board.
- Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
- New Board
Triggers when a new board is created.
- New Item in Board
Triggers when an item is created in a specific board.
- New Subitem on Board
Triggers when a new subitem on a specific board is created.
- New Update in Board
Triggers when a new update is posted on a board.
- New User
Triggers when a new user joins your monday.com account.
- Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board.
- Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board.
- Specific Subitem Column Value Changed in Board
Triggers when a specific column's value changes in a subitem within the selected board.
- Archive Board
Archives a board
- Archive Group
Archives a specific group in a board
- Archive Item
Archives an item
- Create Board
Creates a new board
- Create Column
Create a new column in board.
- Create Group
Creates a new group in a board
- Create Item
Create a new Item in a board
- Create Subitem
Create a new subitem in a item with column values
- Create Update
Create a new update.
- Delete Group
Delete a specific group from a board
- Delete Item
Delete an item from a board
- Duplicate Item
Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
- Find Items
Find items that match a specific value in a column
- Find Subitems
Finds the subitems of a specific item on the board
- Find User by Name
Search for a user by name using exact matching
- Get Board Values
Returns the data for a all columns in the specific board
- Get Column Values
Returns the data for a specific column in the board
- Get File Column Values
Returns the data for a specific file column in the board
- Get Group Details
Returns the group name for a specific board
- Get User Details
Returns the details for a specific user
- Group Position
Duplicate a group with its items
- List Boards
Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
- Move Item to Group
Move an item to a different group
- Update Item
Change multiple column values of an item
- Update Item Name
Update an item's name
- Update Subitem
Updates a update subitem on your board.
- Upload File to Specific Column
Upload File To Specific Column
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 monday.com
Questions
CRM in Cloud and monday.com, 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 monday.com when something happens in CRM in Cloud?
Any of monday.com's 27 actions, including Create Board, Create Column, Create Group and Create Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from monday.com to CRM in Cloud?
Yes. When something happens in monday.com, your agent can act in CRM in Cloud too. This page covers both directions: monday.com'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 monday.com?
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.