Integration
Connect CRM in Cloud and Moxie
When something happens in CRM in Cloud or Moxie, 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 Moxie 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 Moxie can do together
From CRM in Cloud to Moxie
When New or Updated Company in CRM in Cloud
then Create Client in Moxie
From Moxie 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 Moxie
Triggers and actions 34 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.
- Agreement Sent
Triggers when a proposal is sent either via link or email.
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
- Agreement Viewed
Triggers when a user views the proposal.
- Client Created
Triggers when a new client is created in Moxie.
- Client Deleted
Triggers when a client record is deleted in Moxie.
- Client Updated
Triggers when a client record is updated in Moxie.
- Form Completed
Triggers when a form is completed.
- Invoice Sent
Triggers when an invoice is sent in Moxie.
- Meeting Cancelled
Triggers when a meeting is cancelled
- Meeting Scheduled
Triggers when a new meeting is scheduled
- Meeting Updated
Triggers when a meeting is updated or rescheduled
- Opportunity Created
Triggered with a pipeline opportunity is created
- Opportunity Deleted
Triggered with a pipeline opportunity is deleted
- Opportunity Updated
Triggered with a pipeline opportunity is updated
- Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
- Project Completed
Triggers when a project is set to "complete" in Moxie.
- Project Created
Triggers when a new project is created in Moxie.
- Project Updated
Triggers when the settings for a project are updated.
- Task Approval
Triggers when a new Deliverable is ready for client approval.
- Task Created
Triggered when a Project Task is created
- Task Deleted
Triggered when a Project Task is deleted
- Task Updated
Triggered with a Project Task is updated.
- Ticket Closed
Triggers and a support ticket is closed
- Ticket Comment
Triggers when a comment is created on a ticket
- Ticket Created
Triggers when a new support ticket is created
- Ticket Deleted
Triggers when a support ticket is deleted
- Ticket Updated
Triggers when a support ticket is updated
- Time Worked Created
Triggers when a new time worked entry is created.
- Time Worked Deleted
Triggers when a time worked record is deleted.
- Time Worked Updated
Triggers when a time worked entry has been updated.
- Create Client
Creates a new client record in Hectic
- Create Expense
Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
- Create Opportunity
Create a new pipeline opportunity
- Create & Optionally Send Invoice
Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.
- Create or Update Calendar Event
Create or update a calendar event in Moxie
- Create Project
Create a project and optionally use a template
- Create Task
Create a task in the project management system
- Create Ticket
Create a Ticket for a client and contact
- Create Ticket Comment
Adds a comment (public or private) to an existing ticket.
- Create Time Worked
Creates a time worked entry
- Delete Calendar Event
Deletes a calendar event in Moxie by the external ID.
- Find a Client
Finds a client by either name or contact email address.
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 Moxie, 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 Moxie when something happens in CRM in Cloud?
Any of Moxie's 12 actions, including Create Client, Create Expense, Create Opportunity and Create & Optionally Send Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moxie to CRM in Cloud?
Yes. When something happens in Moxie, your agent can act in CRM in Cloud too. This page covers both directions: Moxie'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 Moxie?
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.