Integration
Connect CRM in Cloud and ReadyCloud Suite
When New or Updated Company fires in CRM in Cloud, your agent runs Add order note in ReadyCloud Suite, or New Contact in ReadyCloud Suite to Create or Update Contact in CRM in Cloud. Describe the whole flow 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 ReadyCloud Suite to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 ReadyCloud Suite can do together
From CRM in Cloud to ReadyCloud Suite
When New or Updated Company in CRM in Cloud
then Add order note in ReadyCloud Suite
When New or Updated Contact in CRM in Cloud
then Create Contact in ReadyCloud Suite
From ReadyCloud Suite to CRM in Cloud
When New Contact in ReadyCloud Suite
then Create or Update Contact in CRM in Cloud
When New Order in ReadyCloud Suite
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 ReadyCloud Suite
Triggers and actions 6 triggers · 22 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 ContactTriggers when a new Contact is created.
Trigger
New OrderTriggers when a new order is created in the selected ReadyCloud organization.
Action
Add order noteAdds a note to an existing ReadyCloud order, optionally attributed to a named author.
Action
Add productCreates a product (SKU) in a ReadyCloud organization's product catalog.
Action
Add tagAdds a tag to a ReadyCloud order.
Action
Create ContactCreates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.
Action
Create Member EventCreates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.
Action
Create OrderCreates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.
Action
Find boxesReturns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.
Action
Find ContactReturns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.
Action
Find OrderReturns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.
Action
Find productsReturns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.
Action
Get contactReturns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.
Action
Get orderReturns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.
Action
Update contactUpdates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.
Action
Update orderUpdates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.
Action
Update productUpdates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed.
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 ReadyCloud Suite, 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 ReadyCloud Suite when something happens in CRM in Cloud?
Any of ReadyCloud Suite's 15 actions, including Create Contact, Create Member Event, Create Order and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ReadyCloud Suite to CRM in Cloud?
Yes. When something happens in ReadyCloud Suite, your agent can act in CRM in Cloud too. This page covers both directions: ReadyCloud Suite'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 ReadyCloud Suite?
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 ReadyCloud Suite 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.