Integration
Connect CRM in Cloud and Rootly
When New or Updated Company fires in CRM in Cloud, your agent runs Add action item in Rootly, or New Alert in Rootly 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 Rootly 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Rootly can do together
From CRM in Cloud to Rootly
When New or Updated Company in CRM in Cloud
then Add action item in Rootly
When New or Updated Contact in CRM in Cloud
then Add service in Rootly
From Rootly to CRM in Cloud
When New Alert in Rootly
then Create or Update Contact in CRM in Cloud
When New Incident in Rootly
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 Rootly
Triggers and actions 7 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 AlertTriggers when a new alert is created in Rootly.
Trigger
New IncidentTriggers when a new incident is created in Rootly.
Trigger
New PulseTriggers when a new pulse, such as a deploy or config change, is recorded in Rootly.
Action
Add action itemAdds an action item (task or follow-up) to a Rootly incident.
Action
Add serviceCreates a new service in Rootly's service catalog.
Action
Create AlertCreates a new alert in Rootly and returns its ID and status.
Action
Create IncidentCreates a new incident in Rootly and returns its ID, status and link.
Action
Create PulseRecords a pulse in Rootly, such as a deploy or configuration change, and returns its ID.
Action
Get AlertReturns one Rootly alert by its ID.
Action
Get IncidentReturns one Rootly incident by its ID.
Action
Get PulseReturns one Rootly pulse by its ID.
Action
List alertsReturns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.
Action
List incidentsReturns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.
Action
List pulsesReturns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.
Action
List servicesReturns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.
Action
List teamsReturns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.
Action
List usersReturns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.
Action
Update incidentUpdates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.
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 Rootly, 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 Rootly when something happens in CRM in Cloud?
Any of Rootly's 15 actions, including Create Alert, Create Incident, Create Pulse and Update incident. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rootly to CRM in Cloud?
Yes. When something happens in Rootly, your agent can act in CRM in Cloud too. This page covers both directions: Rootly'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 Rootly?
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 Rootly 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.