--- title: "Connect CRM in Cloud and Order Desk - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add Order Item\" in Order Desk." canonical: "https://apiant.ai/connect/crm-in-cloud-to-order-desk" --- # Connect CRM in Cloud and Order Desk When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add Order Item** in [Order Desk](https://apiant.ai/connections/order-desk), or **New Order Added** in Order Desk 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 Order Desk **2** triggers Order Desk **16** 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 Order Desk 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 Order Desk can do together ### From CRM in Cloud to Order Desk - When **New or Updated Company** in CRM in Cloud then **Add Order Item** in Order Desk - When **New or Updated Contact** in CRM in Cloud then **Add Order Note** in Order Desk ### From Order Desk to CRM in Cloud - When **New Order Added** in Order Desk then **Create or Update Contact** in CRM in Cloud - When **Order Folder Changed** in Order Desk 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 Order Desk ## Triggers and actions 6 triggers · 23 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 **New Order Added** Triggered when a new order is added in Order Desk. - Trigger **Order Folder Changed** Triggered when an order moves to a different folder in Order Desk. - Action **Add Order Item** Adds a line item to an existing order in Order Desk. - Action **Add Order Note** Adds a note to an order's history in Order Desk. - Action **Add Shipment** Records a shipment with tracking details against an order in Order Desk. - Action **Change Folder** Moves an order into a different folder in Order Desk. - Action **Change Tag** Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost. - Action **Create Inventory Item** Creates a product in the Order Desk store's inventory. - Action **Create New Order** Creates a new order in Order Desk with its line items, addresses and totals. - Action **Delete Inventory Item** Deletes a product from the Order Desk store's inventory. - Action **Delete Order** Deletes an order from Order Desk. - Action **Delete Order Item** Removes a line item from an order in Order Desk. - Action **Get Inventory Item** Returns one product from the Order Desk store's inventory, including its stock level and your own metadata. - Action **Get Order** Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata. - Action **List Orders** Returns orders from Order Desk, with optional folder, source, customer and date filters. - Action **Set Order Data** Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost. - Action **Set Order Item Data** Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost. - Action **Update Inventory Item** Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost. ## 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) - [ **Order Desk** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connections/order-desk) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Order Desk - [ **HubSpot to Order Desk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-order-desk) - [ **Google Sheets to Order Desk** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-order-desk) - [ **Gmail to Order Desk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-order-desk) - [ **Google Calendar to Order Desk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-order-desk) - [ **Google Drive to Order Desk** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-order-desk) - [ **Mailchimp to Order Desk** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-order-desk) Questions ## CRM in Cloud and Order Desk, 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 Order Desk when something happens in CRM in Cloud? Any of Order Desk's 16 actions, including Create Inventory Item, Create New Order, Update Inventory Item and Add Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Order Desk to CRM in Cloud? Yes. When something happens in Order Desk, your agent can act in CRM in Cloud too. This page covers both directions: Order Desk'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 Order Desk? 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 Order Desk 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.