Integration
Connect Crove and Process Street
When Document Completed fires in Crove, your agent runs Add one-off task in Process Street, or Data Set Record Created in Process Street to Create Document in Crove. 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 Crove and Process Street 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Crove and Process Street can do together
From Crove to Process Street
When Document Completed in Crove
then Add one-off task in Process Street
When Document Created in Crove
then Create Data Set Record in Process Street
From Process Street to Crove
When Data Set Record Created in Process Street
then Create Document in Crove
When Data Set Record Updated in Process Street
then Send Document in Crove
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 Crove and Process Street
Triggers and actions 9 triggers · 35 actions
Trigger
Document CompletedTriggers when a Crove document is completed.
Trigger
Document CreatedTriggers when a new document is created in Crove.
Action
Create DocumentCreates a new document from a Crove template, optionally pre-filling field values.
Action
Generate PDF From DocumentStarts a PDF, DOCX or audit-trail export of a Crove document and returns the export job.
Action
Get Document DetailsReturns one Crove document with its status and field values.
Action
Get ExportReturns the status of a Crove export job and its signed download URL when ready.
Action
Get TemplateReturns one Crove template with its fields and signer roles.
Action
List DocumentsReturns Crove documents, optionally filtered by template, name, sent or completed status.
Action
List TemplatesReturns the templates in your Crove workspace, with their fields and signer roles.
Action
Send DocumentSends a Crove document to a recipient for signing or filling and emails them a secure link.
Action
Submit DocumentSubmits a Crove document on behalf of the workspace, marking it completed.
Action
Update DocumentUpdates field values on an existing Crove document.
Trigger
Data Set Record CreatedTriggers when a new record is added to a data set.
Trigger
Data Set Record UpdatedTriggers when an existing record is updated in a data set.
Trigger
New CommentTriggers when a new comment is posted on a task in a workflow, or in a specific workflow run.
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Add commentAdds a comment to a task in a Process Street workflow run.
Action
Add one-off taskCreates a one-off task in Process Street, optionally linked to a workflow run, with assignees and subtasks.
Action
Assign user to taskAssigns a user, by email address, to a task in a workflow run. An email that is not an organization member is invited as a guest.
Action
Complete one-off taskMarks a one-off task as completed and returns the updated task.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Delete workflow runDeletes a workflow run in Process Street. It can be restored later with Undelete.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Get data set recordReturns one record from a Process Street data set, including its field values.
Action
Get taskReturns a task in a workflow run, including its status, due date, completion details and whether it is hidden or stopped.
Action
Get workflowReturns a workflow (template) by its ID, including its name, folder, sharing settings and audit details.
Action
Get workflow runReturns a workflow run (one execution of a workflow) by its ID, including its name, status, due date and workflow.
Action
List commentsReturns the comments on a workflow, or on a workflow run (optionally narrowed to one task), newest first.
Action
List data setsReturns the data sets in your Process Street organization, including each data set's name and column definitions.
Action
List form fieldsReturns the form fields defined in a Process Street workflow, with each field's type, label, key and task.
Action
List form field valuesReturns every form field value filled in on a workflow run, with each field's label, key, type and value.
Action
List usersReturns the users in your Process Street organization, including deactivated ones, with their email, name and membership status.
Action
List Workflow Run Taskslists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
Action
List WorkflowsLists the workflows in your Process Street organization.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update form field valuesSets the values of one or more form fields in a Process Street workflow run, leaving other fields unchanged.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
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
Crove and Process Street, answered
What can start an automation from Crove?
Any of Crove's 2 triggers in the catalog, including Document Completed and Document Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Process Street when something happens in Crove?
Any of Process Street's 25 actions, including Create Data Set Record, Update Data Set Record, Update form field values and Update Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Process Street to Crove?
Yes. When something happens in Process Street, your agent can act in Crove too. This page covers both directions: Process Street's triggers and Crove's actions are listed here as well.
Do I have to build a connector for Crove or Process Street?
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 Crove and Process Street 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.