Integration
Connect CRM in Cloud and Request Tracker (RT)
When New or Updated Company fires in CRM in Cloud, your agent runs Create Ticket in Request Tracker (RT), or Ticket Created in Request Tracker (RT) 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 Request Tracker (RT) 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 Request Tracker (RT) can do together
From CRM in Cloud to Request Tracker (RT)
When New or Updated Company in CRM in Cloud
then Create Ticket in Request Tracker (RT)
From Request Tracker (RT) to 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 Request Tracker (RT)
Triggers and actions 7 triggers · 26 actions
- New or Updated Company
Triggers when a given action is performed on Company.
- New or Updated Contact
Triggers when a given action is performed on Contact.
- New or Updated Lead
Triggers when a given action is performed on Lead.
- New or Updated Opportunity
Triggers when a given action is performed on Opportunity.
- 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.
- Create or Update Company
Creates a new Company, or update an exising one specifying its ID field value.
- Create or Update Contact
Creates a new Contact, or update an exising one specifying its ID field value.
- Create or Update Lead
Creates a new Lead, or update an exising one specifying its ID field value.
- Create or Update Opportunity
Creates a new Opportunity, or update an exising one specifying its ID field value.
- 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.
- Find Company
Returns up to 100 companies that match the specified search filter.
- Ticket Correspondence
Triggers when a ticket is replied to (that is, corresponded with).
- Ticket Created
Triggers when a new Request Tracker ticket is created.
- Ticket Status Changed
Triggers when a Request Tracker ticket changes status. Can watch for any status change or only for changes to a specific status.
- Add asset
Create an asset.
- Add user
Create a user.
- Comment on a Ticket
Add an internal comment to a ticket and send to any internal watchers.
- Create Ticket
Create a new ticket in Request Tracker.
- Find Attachment
Locate an attachment by ID.
- Find Ticket
Locate a ticket by ID.
- Find Tickets
Issue a query to find matching tickets.
- Find Transaction
Find a transaction by ID
- Get asset
Retrieves one asset by ID: name, description, status, catalog, owner, held by, contact, custom fields.
- Get queue
Get a queue by id or name.
- Get user
Get a user by id or name.
- List queues
List all queues visible to user.
- List ticket history
List transactions of a ticket.
- Reply to a Ticket
Reply to the requestor and any internal or external watchers of a ticket.
- Update ticket
General ticket update (Owner, Priority, Queue, custom fields).
- Update Ticket Due Date
Update the due date of a ticket.
- Update Ticket Status
Update the status of a ticket.
- Update Ticket Subject
Update the subject of a ticket.
- Update user
Update a user.
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
What our customers say
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Questions
CRM in Cloud and Request Tracker (RT), 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 Request Tracker (RT) when something happens in CRM in Cloud?
Any of Request Tracker (RT)'s 19 actions, including Create Ticket, Update ticket, Update Ticket Due Date and Update Ticket Status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Request Tracker (RT) to CRM in Cloud?
Yes. When something happens in Request Tracker (RT), your agent can act in CRM in Cloud too. This page covers both directions: Request Tracker (RT)'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 Request Tracker (RT)?
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.