--- title: "Connect CRM in Cloud and timelink - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create Client\" in timelink." canonical: "https://apiant.ai/connect/crm-in-cloud-to-timelink" --- # Connect CRM in Cloud and timelink When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create Client** in [timelink](https://apiant.ai/connections/timelink), or **New Time Entry** in timelink to **Create or Update Contact** 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 timelink **3** triggers timelink **24** 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 timelink 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 timelink can do together ### From CRM in Cloud to timelink - When **New or Updated Company** in CRM in Cloud then **Create Client** in timelink - When **New or Updated Contact** in CRM in Cloud then **Create Project** in timelink ### From timelink to CRM in Cloud - When **New Time Entry** in timelink then **Create or Update Contact** in CRM in Cloud - When **Updated Time Entry** in timelink 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 timelink ## Triggers and actions 7 triggers · 31 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 **Deleted Time Entry** Triggers when a time entry is deleted. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a new client in timelink. - Action **Create Project** Creates a new project in timelink, optionally assigned to a client. - Action **Create Service** Creates a new service (a type of work you track time against) in timelink. - Action **Create Time Entry** Creates a time entry for a user in timelink, optionally linked to a client, project and service. - Action **Delete client** Deletes a client in timelink. - Action **Delete project** Deletes a project in timelink. - Action **Delete service** Deletes a service in timelink. - Action **Delete time entry** Deletes a time entry from timelink. - Action **Find Client** Finds clients whose details match the search text, optionally filtered by active status or ids. - Action **Find Project** Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects. - Action **Find Service** Searches your timelink services by text, for example part of the service name, and returns the matching services. - Action **Find Time Entry** Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries. - Action **Get client** Returns a single client by its ID. - Action **Get project** Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags. - Action **Get service** Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status. - Action **Get time entry** Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times. - Action **Get user** Returns a single timelink user by ID, including name, email, active status, timezone and language. - Action **List clients** Returns the clients in your timelink account, optionally filtered by search text or active status. - Action **List services** Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids. - Action **List users** Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids. - Action **Update Client** Updates an existing client in timelink. Only the fields you fill in are changed. - Action **Update Project** Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed. - Action **Update Service** Updates an existing service in timelink, such as its name, color, billable or active status. - Action **Update Time Entry** Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service. ## 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) - [ **timelink** timelink is a time recording tool that optionally uses a physical touch display as an input device.](https://apiant.ai/connections/timelink) 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 timelink - [ **HubSpot to timelink** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timelink) - [ **Salesforce to timelink** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timelink) - [ **Slack to timelink** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timelink) - [ **Google Sheets to timelink** Google Sheets](https://apiant.ai/connect/google-sheets-to-timelink) - [ **Gmail to timelink** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timelink) - [ **Google Calendar to timelink** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timelink) Questions ## CRM in Cloud and timelink, 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 timelink when something happens in CRM in Cloud? Any of timelink's 24 actions, including Create Client, Create Project, Create Service and Create Time Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from timelink to CRM in Cloud? Yes. When something happens in timelink, your agent can act in CRM in Cloud too. This page covers both directions: timelink'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 timelink? 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 timelink 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.