--- title: "Connect CRM in Cloud to SchoolMaker - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add conversation message\" in SchoolMaker." canonical: "https://apiant.ai/connect/crm-in-cloud-to-schoolmaker" --- # Connect CRM in Cloud to SchoolMaker When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add conversation message** in [SchoolMaker](https://apiant.ai/connections/schoolmaker). 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 SchoolMaker **30** 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 SchoolMaker 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 can start in SchoolMaker - When **New or Updated Company** in CRM in Cloud then **Add conversation message** in SchoolMaker - When **New or Updated Contact** in CRM in Cloud then **Add community comment** in SchoolMaker 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 SchoolMaker ## Triggers and actions 4 triggers · 37 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. - Action **Add community comment** Adds a comment, or a reply to an existing comment, on a community post as the school owner. - Action **Add community post** Creates a post in your SchoolMaker community, as the school owner, in an open category. - Action **Add conversation message** Sends a message from an admin or moderator to an existing conversation group. - Action **Add lesson** Creates a lesson in a section of a SchoolMaker program. New lessons are published by default. - Action **Add offer** Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them. - Action **Add program** Creates a new program (course) in your SchoolMaker school. - Action **Add section** Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise. - Action **Award badge** Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again. - Action **Create a Coaching Appointment** Creates a coaching appointment of a chosen coaching type with the selected members and coaches. - Action **Create a Conversation** Creates a conversation group with the chosen members and sends its first message. - Action **Delete Member** Deletes a member from your SchoolMaker school, identified by member id or email. - Action **Delete offer** Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash. - Action **Delete program** Moves a SchoolMaker program to Trash and removes its logo and cover. - Action **Get All Coaching Types** Returns every coaching type in your SchoolMaker school, with its coaches and publication status. - Action **Get Member Accesses** Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email. - Action **Get Member Progress** Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level. - Action **Get Offer Details** Returns the details of a SchoolMaker offer, including its prices, accesses and member counts. - Action **Get Program Details** Returns the details of a program, optionally with a specific member's progress through it. - Action **Get Top 10 Members in Leaderboard** Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space. - Action **List badges** Returns all badges defined in your SchoolMaker school, newest first. - Action **List lessons** Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name. - Action **List Members** Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access. - Action **List Offers** Returns all offers in your SchoolMaker school, optionally filtered by published status. - Action **List Programs** Returns all programs in your school, optionally only those a given member can access, with that member's progress. - Action **List sections** Returns the sections in a SchoolMaker program, optionally filtered by section group or search text. - Action **Set a Drip Boost** Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner. - Action **Set Member Ban** Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details. - Action **Set Member Suspend** Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email. - Action **Set Offer Access for a Member / Add New Member** Grants or revokes a member's access to an offer, creating the member if they don't exist yet. - Action **Set Offer Details** Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values. ## 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) - [ **SchoolMaker** SchoolMaker is an LMS with a focus on accountability and community.](https://apiant.ai/connections/schoolmaker) 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](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into SchoolMaker - [ **HubSpot to SchoolMaker** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-schoolmaker) - [ **Salesforce to SchoolMaker** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-schoolmaker) - [ **Slack to SchoolMaker** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-schoolmaker) - [ **Google Sheets to SchoolMaker** Google Sheets](https://apiant.ai/connect/google-sheets-to-schoolmaker) - [ **Gmail to SchoolMaker** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-schoolmaker) - [ **Google Calendar to SchoolMaker** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-schoolmaker) Questions ## CRM in Cloud and SchoolMaker, 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 SchoolMaker when something happens in CRM in Cloud? Any of SchoolMaker's 30 actions, including Create a Coaching Appointment, Create a Conversation, Add community comment and Add community post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SchoolMaker to CRM in Cloud? SchoolMaker has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads SchoolMaker's API documentation and adds it. ### ### Do I have to build a connector for CRM in Cloud or SchoolMaker? 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 SchoolMaker 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.