Integration
Connect Crove and Sortd for Gmail
When Document Completed fires in Crove, your agent runs Add contact in Sortd for Gmail, or New Task Created in Sortd for Gmail 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 Sortd for Gmail 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 Sortd for Gmail can do together
From Crove to Sortd for Gmail
When Document Completed in Crove
then Add contact in Sortd for Gmail
When Document Created in Crove
then Create Task in Sortd for Gmail
From Sortd for Gmail to Crove
When New Task Created in Sortd for Gmail
then Create Document in Crove
When Task Completed in Sortd for Gmail
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 Sortd for Gmail
Triggers and actions 7 triggers · 30 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
New Task CreatedTriggers when a new task is created on the chosen Sortd board.
Trigger
Task ArchivedTriggers when a task on the chosen Sortd board is archived.
Trigger
Task AssignedTriggers when a task on the chosen Sortd board is assigned to the given team member.
Trigger
Task CompletedTriggers when a task on the chosen Sortd board is marked complete.
Trigger
Task Moved to ListTriggers when a task arrives on the chosen Sortd list, whether created there or moved in.
Action
Add commentAdds a plain-text comment to a Sortd task, with optional @email mentions of board members.
Action
Add companyCreates a CRM company in a Sortd team, with optional type, stage, company details and tags.
Action
Add contactCreates a CRM contact in a Sortd team, optionally linked to an existing or new company.
Action
Archive taskArchives a Sortd task, moving its card off the board into the board's archive.
Action
Assign a TaskAssigns a Sortd task to a member of its board and returns the updated task.
Action
Complete TaskMarks a Sortd task as complete and returns the updated task.
Action
Create TaskCreates a new task on a Sortd list and returns it.
Action
Create Task From Gmail ThreadCreates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
Action
Delete taskDeletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
Action
Find contacts by criteriaSearches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
Action
Get a Lists TasksReturns the tasks on a Sortd list.
Action
Get taskReturns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
Action
List boardsReturns all boards owned by a Sortd team, with each board's id, name and type.
Action
List listsReturns the task lists (columns) on a Sortd board.
Action
Mark Task as IncompleteReopens a completed Sortd task and returns the updated task.
Action
Move a Task to a New ListMoves a Sortd task to another list (on the same or another board) and returns the updated task.
Action
Send emailComposes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
Action
Unassign TaskClears the assignee on a Sortd task and returns the updated task.
Action
Update contactUpdates an existing CRM contact in Sortd, changing only the fields you fill in.
Action
Update taskUpdates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
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
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Questions
Crove and Sortd for Gmail, 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 Sortd for Gmail when something happens in Crove?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Crove?
Yes. When something happens in Sortd for Gmail, your agent can act in Crove too. This page covers both directions: Sortd for Gmail's triggers and Crove's actions are listed here as well.
Do I have to build a connector for Crove or Sortd for Gmail?
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 Sortd for Gmail 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.