Integration
Connect CRM in Cloud and Notion
When something happens in CRM in Cloud or Notion, 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 Notion 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 Notion can do together
From CRM in Cloud to Notion
When New or Updated Company in CRM in Cloud
then Add Block to Page in Notion
When New or Updated Contact in CRM in Cloud
then Add Comment in Notion
From Notion to CRM in Cloud
When New Comment in Notion
then Create or Update Activity in CRM in Cloud
When New Data Source Item in Notion
then Create or Update Company 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 Notion
Triggers and actions 9 triggers · 30 actions
Trigger
New or Updated CompanyTriggers when a given action is performed on Company.
Trigger
New or Updated ContactTriggers when a given action is performed on Contact.
Trigger
New or Updated LeadTriggers when a given action is performed on Lead.
Trigger
New or Updated OpportunityTriggers when a given action is performed on Opportunity.
Action
Create or Update ActivityCreates 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 CompanyCreates a new Company, or update an exising one specifying its ID field value.
Action
Create or Update ContactCreates a new Contact, or update an exising one specifying its ID field value.
Action
Create or Update LeadCreates a new Lead, or update an exising one specifying its ID field value.
Action
Create or Update OpportunityCreates a new Opportunity, or update an exising one specifying its ID field value.
Action
Find Anagraphic Emails in ListFinds 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 CompanyReturns up to 100 companies that match the specified search filter.
Trigger
New CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database's title, description and column (property) schema.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
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 Notion, 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 Notion when something happens in CRM in Cloud?
Any of Notion's 23 actions, including Create Data Source Item, Create Page, Update Database and Update Data Source Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Notion to CRM in Cloud?
Yes. When something happens in Notion, your agent can act in CRM in Cloud too. This page covers both directions: Notion'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 Notion?
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.