Integration
Connect CRM in Cloud and Siteleaf
When something happens in CRM in Cloud or Siteleaf, your agent does the next thing in the other. Describe it 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 Siteleaf 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 Siteleaf can do together
From CRM in Cloud to Siteleaf
When New or Updated Company in CRM in Cloud
then Add Collection in Siteleaf
When New or Updated Contact in CRM in Cloud
then Create Document in Siteleaf
From Siteleaf to CRM in Cloud
When New Collection in Siteleaf
then Create or Update Activity in CRM in Cloud
When New Document in Siteleaf
then Create or Update Company 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 Siteleaf
Triggers and actions 8 triggers · 24 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 CollectionTriggered when a new collection is created.
Trigger
New DocumentTriggered when a new document is created.
Trigger
New PageTriggered when a new page is created.
Trigger
New SiteTriggered when a new site is created.
Action
Add CollectionCreate a new collection on a site.
Action
Create DocumentCreates a new document.
Action
Create PageCreates a new page.
Action
Delete CollectionDelete a collection.
Action
Delete DocumentDelete a document.
Action
Delete PageDelete a page.
Action
Get DocumentGet a single document by id.
Action
Get PageGet a single page by id.
Action
Get SiteGet a single site by id.
Action
List CollectionsList collections for a site.
Action
List DocumentsList documents in a collection, filterable by search/visibility/extensions.
Action
List PagesList pages for a site, filterable by search/visibility/extensions.
Action
List SitesList all sites for the authenticated user.
Action
Update CollectionUpdate a collection's title/path/metadata.
Action
Update DocumentUpdate an existing document's title/body/tags/categories/metadata.
Action
Update PageUpdate an existing page's title/body/metadata.
Action
Update SiteUpdate a site's settings.
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 Siteleaf, 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 Siteleaf when something happens in CRM in Cloud?
Any of Siteleaf's 17 actions, including Create Document, Create Page, Update Collection and Update Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Siteleaf to CRM in Cloud?
Yes. When something happens in Siteleaf, your agent can act in CRM in Cloud too. This page covers both directions: Siteleaf'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 Siteleaf?
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.