--- title: "Connect CRM in Cloud and YouCan - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Add order\" in YouCan." canonical: "https://apiant.ai/connect/crm-in-cloud-to-youcan" --- # Connect CRM in Cloud and YouCan When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Add order** in [YouCan](https://apiant.ai/connections/youcan), or **New Order** in YouCan 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 YouCan **1** trigger YouCan **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 YouCan 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 YouCan can do together ### From CRM in Cloud to YouCan - When **New or Updated Company** in CRM in Cloud then **Add order** in YouCan - When **New or Updated Contact** in CRM in Cloud then **Create Customer** in YouCan ### From YouCan to CRM in Cloud - When **New Order** in YouCan then **Create or Update Contact** in CRM in Cloud - When **New Order** in YouCan 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 YouCan ## Triggers and actions 5 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. - Trigger **New Order** Triggers when a new order is placed in your YouCan store. - Action **Add category** Creates a new product category in your YouCan store. - Action **Add coupon** Creates a discount coupon in your YouCan store, valid for the products you choose. - Action **Add order** Creates an order in your YouCan store for an existing customer, with the product variants, shipping choice and optional addresses, discount, notes and tags. - Action **Create Customer** Creates a customer in your YouCan store with their contact details and optional addresses. - Action **Create Product** Creates a new product in your YouCan store, with optional pricing, inventory, variants, categories and images. - Action **Delete product** Deletes a product from your YouCan store. - Action **Get coupon** Returns a single coupon from your YouCan store, including its code, discount value, type, dates and usage limit. - Action **Get customer** Returns a single customer from your YouCan store, optionally including their addresses and orders. - Action **Get order** Returns a single order by its ID, optionally with its customer, items, payment, shipping and other related details. - Action **Get product** Returns a single product from your YouCan store, including price, inventory, images and optional variants, categories and vendors. - Action **List customers** Returns customers in your YouCan store, optionally filtered by a search on name, phone or email. - Action **List products** Returns the products in your YouCan store, optionally searched, sorted and with related variants, categories or images. - Action **List Shipping Zones** Returns the store's shipping zones, optionally including their shipping rates. - Action **Update customer** Updates an existing customer's name, contact details, location or notes in your YouCan store. Fields left blank are not changed. - Action **Update order status** Updates an order's general, shipping or payment status in your YouCan store. - Action **Update product** Updates an existing product in your YouCan store. Only the fields you fill in are changed. ## 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) - [ **YouCan** YouCan is an integrated platform specialized in e-commerce, offering a wide range of services needed by...](https://apiant.ai/connections/youcan) 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 YouCan - [ **HubSpot to YouCan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-youcan) - [ **Salesforce to YouCan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-youcan) - [ **Slack to YouCan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-youcan) - [ **Google Sheets to YouCan** Google Sheets](https://apiant.ai/connect/google-sheets-to-youcan) - [ **Gmail to YouCan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-youcan) - [ **Google Calendar to YouCan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-youcan) Questions ## CRM in Cloud and YouCan, 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 YouCan when something happens in CRM in Cloud? Any of YouCan's 16 actions, including Create Customer, Create Product, Update customer and Update order status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from YouCan to CRM in Cloud? Yes. When something happens in YouCan, your agent can act in CRM in Cloud too. This page covers both directions: YouCan'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 YouCan? 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 YouCan 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.