--- title: "Connect CRM in Cloud and ONLYOFFICE DocSpace - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create File\" in ONLYOFFICE DocSpace." canonical: "https://apiant.ai/connect/crm-in-cloud-to-onlyoffice-docspace" --- # Connect CRM in Cloud and ONLYOFFICE DocSpace When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create File** in [ONLYOFFICE DocSpace](https://apiant.ai/connections/onlyoffice-docspace), or **File Created** in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace **8** triggers ONLYOFFICE DocSpace **19** 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace can do together ### From CRM in Cloud to ONLYOFFICE DocSpace - When **New or Updated Company** in CRM in Cloud then **Create File** in ONLYOFFICE DocSpace - When **New or Updated Contact** in CRM in Cloud then **Create File in My Documents** in ONLYOFFICE DocSpace ### From ONLYOFFICE DocSpace to CRM in Cloud - When **File Created** in ONLYOFFICE DocSpace then **Create or Update Contact** in CRM in Cloud - When **File Created in My Documents** in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace ## Triggers and actions 12 triggers · 26 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 **File Created** Triggers when a new file is created in the selected DocSpace folder or room. - Trigger **File Created in My Documents** Triggers when a new file is created in your My documents section. - Trigger **Folder Created** Triggers when a new folder is created inside the selected folder or room. - Trigger **Folder Created in My Documents** Triggers when a new folder is created in your My Documents section. - Trigger **Room Archived** Triggers when a room is moved to the Archive section of your DocSpace. - Trigger **Room Created** Triggers when a new room is created in the DocSpace portal. - Trigger **User Added** Triggers when a new user is added to the DocSpace portal. - Trigger **User Joined** Triggers when a user joins the DocSpace portal by activating their account. - Action **Archive Room** Moves a DocSpace room to the Archive section. - Action **Create File** Creates a new document, spreadsheet or presentation file in a DocSpace folder or room. - Action **Create File in My Documents** Creates a new blank document, spreadsheet or presentation in your My documents section. - Action **Create Folder** Creates a new folder with the given title inside a folder or room. - Action **Create Folder in My Documents** Creates a new folder in your My Documents section. - Action **Create Room** Creates a new room in the DocSpace Rooms section and returns the room's information. - Action **Delete Folder** Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned. - Action **Delete Folder From My Documents** Deletes a folder from My Documents in ONLYOFFICE DocSpace. - Action **Download File** Returns a temporary pre-signed download link for a DocSpace file. - Action **Download File From My Documents** Returns a temporary download link for a file in My Documents. - Action **Find User by Email** Finds a DocSpace user by email address and returns their profile. - Action **Get External Link** Returns the primary external (public share) link of a DocSpace room. - Action **Get Room Access List** Returns the list of users, groups and links that have access to a room, with their access rights. - Action **Invite User** Invites a person to the DocSpace portal by email with the chosen user role. - Action **Search File** Searches a DocSpace folder or room for files whose title matches the given text. - Action **Search Folder** Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches. - Action **Share Room** Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification. - Action **Upload File** Uploads a file from a URL into a chosen DocSpace folder or room. - Action **Upload File to My Documents** Uploads a file to your My documents section in ONLYOFFICE DocSpace. ## 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) - [ **ONLYOFFICE DocSpace** ONLYOFFICE DocSpace is a room-based collaboration environment for organizing teamwork on an any content.](https://apiant.ai/connections/onlyoffice-docspace) 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 ONLYOFFICE DocSpace - [ **HubSpot to ONLYOFFICE DocSpace** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-onlyoffice-docspace) - [ **Google Sheets to ONLYOFFICE DocSpace** Google Sheets](https://apiant.ai/connect/google-sheets-to-onlyoffice-docspace) - [ **Gmail to ONLYOFFICE DocSpace** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-onlyoffice-docspace) - [ **Google Calendar to ONLYOFFICE DocSpace** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onlyoffice-docspace) - [ **Google Drive to ONLYOFFICE DocSpace** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-onlyoffice-docspace) - [ **Mailchimp to ONLYOFFICE DocSpace** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-onlyoffice-docspace) Questions ## CRM in Cloud and ONLYOFFICE DocSpace, 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 ONLYOFFICE DocSpace when something happens in CRM in Cloud? Any of ONLYOFFICE DocSpace's 19 actions, including Create File, Create File in My Documents, Create Folder and Create Folder in My Documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ONLYOFFICE DocSpace to CRM in Cloud? Yes. When something happens in ONLYOFFICE DocSpace, your agent can act in CRM in Cloud too. This page covers both directions: ONLYOFFICE DocSpace'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 ONLYOFFICE DocSpace? 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 ONLYOFFICE DocSpace 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.