Integration
Connect CRM in Cloud and Stockpilot
When New or Updated Company fires in CRM in Cloud, your agent runs Create Order in Stockpilot, or New Sales Order in Stockpilot 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 Stockpilot 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 Stockpilot can do together
From CRM in Cloud to Stockpilot
When New or Updated Company in CRM in Cloud
then Create Order in Stockpilot
When New or Updated Contact in CRM in Cloud
then Get Invoice Details in Stockpilot
From Stockpilot to CRM in Cloud
When New Sales Order in Stockpilot
then Create or Update Contact in CRM in Cloud
When Order Fulfillment in Stockpilot
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 Stockpilot
Triggers and actions 7 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
New Sales OrderTriggers when a new sales order arrives in Stockpilot (orders.created).
Trigger
Order FulfillmentTriggers when a Stockpilot order reaches the completed state, once per order.
Trigger
Warehouse Item Stock UpdateTriggers when an inventory item's stock quantity changes in any warehouse (or the chosen warehouse).
Action
Create OrderCreates a sales order in Stockpilot with billing and shipping addresses and line items, reserving stock for matched products.
Action
Get Invoice DetailsReturns the invoice PDF for a Stockpilot order.
Action
Get OrderReturns a single order, including its customer, addresses, totals, line items and notes, looked up by order ID or order number.
Action
Get Warehouse ItemReturns a single inventory item, looked up by its ID, SKU or barcode, including prices, stock levels and a per-warehouse stock breakdown.
Action
List Webhook DeliveriesReturns recent delivery attempts for a Stockpilot webhook, newest first, with each attempt's status, response code and error.
Action
Register FulfilmentMarks a Stockpilot order as fulfilled, recording the carrier, tracking details and the items shipped.
Action
Send Test Webhook DeliverySends a sample signed delivery to a Stockpilot webhook's target URL and returns how the endpoint replied.
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 Stockpilot, 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 Stockpilot when something happens in CRM in Cloud?
Any of Stockpilot's 7 actions, including Create Order, Send Test Webhook Delivery, Get Invoice Details and Get Order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stockpilot to CRM in Cloud?
Yes. When something happens in Stockpilot, your agent can act in CRM in Cloud too. This page covers both directions: Stockpilot'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 Stockpilot?
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 Stockpilot 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.