Integration
Connect CRM in Cloud and RepairDesk
When New or Updated Company fires in CRM in Cloud, your agent runs Create a New Invoice in RepairDesk, or Inventory Updated in RepairDesk 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 RepairDesk 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 RepairDesk can do together
From CRM in Cloud to RepairDesk
When New or Updated Company in CRM in Cloud
then Create a New Invoice in RepairDesk
When New or Updated Contact in CRM in Cloud
then Create a New Ticket in RepairDesk
From RepairDesk to CRM in Cloud
When Inventory Updated in RepairDesk
then Create or Update Contact in CRM in Cloud
When New Customer in RepairDesk
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 RepairDesk
Triggers and actions 13 triggers · 14 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
Employee CommissionTriggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes.
Trigger
Inventory UpdatedTriggers when an inventory item is added or changed (stock, price, name or other details).
Trigger
New CustomerTriggers when a new customer is added in RepairDesk.
Trigger
New Inventory ItemTriggers when a new inventory item is added in RepairDesk.
Trigger
New InvoiceTriggers when a new invoice is created in RepairDesk.
Trigger
New LeadTriggers when a new lead (appointment) is created in RepairDesk.
Trigger
New Payment AddedTriggers when a payment is recorded against an invoice in your RepairDesk store today.
Trigger
New TicketTriggers when a new repair ticket is created in RepairDesk.
Trigger
Ticket Status ChangeTriggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets).
Action
Add PaymentRecords a payment against an existing RepairDesk invoice.
Action
Create a New InvoiceCreates a new invoice for a customer in RepairDesk with the given line items.
Action
Create a New TicketCreates a repair ticket in RepairDesk for a customer, with one or more device line items.
Action
Create CustomerCreates a new customer in RepairDesk with their contact details and address.
Action
Create LeadCreates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired.
Action
Find CustomerFinds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source.
Action
Update TicketUpdates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images.
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
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Questions
CRM in Cloud and RepairDesk, 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 RepairDesk when something happens in CRM in Cloud?
Any of RepairDesk's 7 actions, including Create a New Invoice, Create a New Ticket, Create Customer and Create Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RepairDesk to CRM in Cloud?
Yes. When something happens in RepairDesk, your agent can act in CRM in Cloud too. This page covers both directions: RepairDesk'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 RepairDesk?
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 RepairDesk 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.