Integration
Connect DocuWriter.ai to Redtail CRM
When New Generation fires in DocuWriter.ai, your agent runs Update Contact in Redtail CRM. 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 DocuWriter.ai and Redtail CRM 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)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 DocuWriter.ai can start in Redtail CRM
When New Generation in DocuWriter.ai
then Update Contact in Redtail CRM
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 DocuWriter.ai and Redtail CRM
Triggers and actions 1 trigger · 13 actions
- New Generation
Triggers when new generation is created.
- Add document
Create a new document within a Space.
- Add space
Create a new Space to organize documentation.
- Delete document
Delete a document within a Space.
- Find documents by keyword
Search for documents within a Space by keyword.
- Get document
Retrieve a document within a Space by id.
- Get generation
Retrieve a single documentation generation by id, including its status and result.
- List generations
List the user's documentation generations.
- List spaces
List the user's Spaces (collaborative documentation collections).
- Update document
Update an existing document within a Space.
- Find Contact
Finds contacts in your Redtail CRM database by name or phone number.
- Get activity
Returns a single Redtail activity, including its linked contacts.
- Get contact
Returns a single Redtail contact by its ID, optionally with its addresses, phones, emails and URLs attached.
- Update Contact
Updates an existing contact in your Redtail CRM database. Fields left blank are not changed.
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
DocuWriter.ai and Redtail CRM, answered
What can start an automation from DocuWriter.ai?
Any of DocuWriter.ai's 1 trigger in the catalog, including New Generation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redtail CRM when something happens in DocuWriter.ai?
Any of Redtail CRM's 4 actions, including Update Contact, Find Contact, Get activity and Get contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redtail CRM to DocuWriter.ai?
Redtail CRM has no triggers in the catalog today, so automations start in DocuWriter.ai. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it.
Do I have to build a connector for DocuWriter.ai or Redtail CRM?
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 DocuWriter.ai and Redtail CRM 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.