--- title: "Connect CRM in Cloud to Writer - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add file\" in Writer." canonical: "https://apiant.ai/connect/crm-in-cloud-to-writer" --- # Connect CRM in Cloud to Writer When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add file** in [Writer](https://apiant.ai/connections/writer). 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 Writer **16** 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 Writer 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 Writer - When **New or Updated Company** in CRM in Cloud then **Add file** in Writer - When **New or Updated Contact** in CRM in Cloud then **Add file to knowledge graph** in Writer 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 Writer ## Triggers and actions 4 triggers · 23 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 file** Uploads a file (PDF, Word, PowerPoint, image, email, HTML, subtitle, CSV or Excel) to your Writer account, optionally attaching it to a Knowledge Graph. - Action **Add file to knowledge graph** Adds an uploaded file to a Writer Knowledge Graph. - Action **Add knowledge graph** Create a new Knowledge Graph. - Action **Ask knowledge graph** Ask a natural-language question against a Knowledge Graph and get an answer with citations. - Action **Delete file** Permanently delete a file from Writer. This cannot be undone. - Action **Delete file from knowledge graph** Remove a file from a Knowledge Graph. The file remains in your Writer files. - Action **Delete knowledge graph** Delete a Writer Knowledge Graph. - Action **Generate chat completion** Generate a multi-turn chat completion from a list of messages, distinct from the existing single-prompt Send Prompt/Text generation op. - Action **Get file** Retrieve a file's details, including its name, processing status, and the Knowledge Graphs it belongs to. - Action **Get knowledge graph** Retrieve a Writer Knowledge Graph by its id, including file processing status and connected web URLs. - Action **List knowledge graphs** Retrieve a list of Knowledge Graphs. By default only org-wide Knowledge Graphs are returned; supply team IDs to include graphs deployed to those teams. - Action **List models** Lists the models available to your Writer account for text generation, chat completions and other AI tasks. - Action **Parse PDF** Parse a PDF document into structured text. - Action **Search web** Searches the web for a query using Writer's web search tool and returns a generated answer with the source URLs it drew on. - Action **Send Prompt** Generates text from a single prompt with a Writer Palmyra model (or an external model configured for your organization), without conversational context. - Action **Update knowledge graph** Update a Knowledge Graph's name/description. ## 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) - [ **Writer** Writer is a generative AI platform built for the needs of companies and teams.](https://apiant.ai/connections/writer) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into Writer - [ **Order Desk to Writer** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connect/order-desk-to-writer) - [ **HubSpot to Writer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-writer) - [ **Salesforce to Writer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-writer) - [ **Slack to Writer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-writer) - [ **Google Sheets to Writer** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-writer) - [ **Gmail to Writer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-writer) Questions ## CRM in Cloud and Writer, 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 Writer when something happens in CRM in Cloud? Any of Writer's 16 actions, including Send Prompt, Update knowledge graph, Add file and Add file to knowledge graph. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Writer to CRM in Cloud? Writer has no triggers in the catalog today, so automations start in CRM in Cloud. If you need the other direction, ask: your agent reads Writer's API documentation and adds it. ### ### Do I have to build a connector for CRM in Cloud or Writer? 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 Writer 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.