--- title: "Connect CRM in Cloud and Streamtime - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Company\" in Streamtime." canonical: "https://apiant.ai/connect/crm-in-cloud-to-streamtime" --- # Connect CRM in Cloud and Streamtime When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Company** in [Streamtime](https://apiant.ai/connections/streamtime), or **Company Created** in Streamtime to **Create or Update Company** in CRM in Cloud. 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 Streamtime **8** triggers Streamtime **17** 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 Streamtime 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 and Streamtime can do together ### From CRM in Cloud to Streamtime - When **New or Updated Company** in CRM in Cloud then **Create Company** in Streamtime - When **New or Updated Contact** in CRM in Cloud then **Create Contact** in Streamtime ### From Streamtime to CRM in Cloud - When **Company Created** in Streamtime then **Create or Update Company** in CRM in Cloud - When **Company Updated** in Streamtime then **Find 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 Streamtime ## Triggers and actions 12 triggers · 24 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. - Trigger **Company Created** Triggers when a new company is created in Streamtime. - Trigger **Company Updated** Triggers when a company in Streamtime is created or any of its details change. - Trigger **Job Activity** Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job. - Trigger **Job Comment Created** Triggers when a new comment is posted on a Streamtime job. - Trigger **Job Created** Triggers when a new job is created in Streamtime. - Trigger **Label Added** Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen. - Trigger **Quote Approved** Triggers when a quote is approved in Streamtime. - Trigger **Quote Sent** Triggers when a quote is sent to a client in Streamtime. - Action **Add Label** Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime. - Action **Create Company** Creates a new company (client or supplier) in Streamtime. - Action **Create Contact** Creates a new contact under a company in Streamtime. - Action **Create Expense** Creates a logged expense against a job in Streamtime. - Action **Create Job Comment** Adds a comment to a Streamtime job's activity feed. - Action **Create Job Post** Creates a post in a job's activity feed in Streamtime. - Action **Create Personal ToDo** Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date. - Action **Find Branch** Finds Streamtime branches whose name or external name matches the given branch name. - Action **Find Company** Finds companies in Streamtime that match a search filter, such as a company name. - Action **Find Contact** Searches Streamtime contacts matching a filter and returns the matching contacts. - Action **Find Expense** Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition. - Action **Find Invoice** Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status. - Action **Find Job** Finds jobs that match a search filter, such as a job name or status condition. - Action **Find Quote** Searches Streamtime quotes matching a filter and returns the matching quotes. - Action **Find User** Finds users in your Streamtime organisation by email address or display name. - Action **Get ToDo** Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs. - Action **List Job Activity Entries** Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type. ## 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) - [ **Streamtime** Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling...](https://apiant.ai/connections/streamtime) 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 Streamtime - [ **HubSpot to Streamtime** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-streamtime) - [ **Salesforce to Streamtime** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-streamtime) - [ **Slack to Streamtime** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-streamtime) - [ **Google Sheets to Streamtime** Google Sheets](https://apiant.ai/connect/google-sheets-to-streamtime) - [ **Gmail to Streamtime** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-streamtime) - [ **Google Calendar to Streamtime** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-streamtime) Questions ## CRM in Cloud and Streamtime, 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 Streamtime when something happens in CRM in Cloud? Any of Streamtime's 17 actions, including Create Company, Create Contact, Create Expense and Create Job Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Streamtime to CRM in Cloud? Yes. When something happens in Streamtime, your agent can act in CRM in Cloud too. This page covers both directions: Streamtime'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 Streamtime? 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 Streamtime 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.