Integration
Connect DoubleTick and OnePageCRM
When New Broadcast Group fires in DoubleTick, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM to Send WhatsApp Document Message in DoubleTick. 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 DoubleTick and OnePageCRM 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 DoubleTick and OnePageCRM can do together
From DoubleTick to OnePageCRM
When New Broadcast Group in DoubleTick
then Create Contact in OnePageCRM
From OnePageCRM to DoubleTick
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 DoubleTick and OnePageCRM
Triggers and actions 11 triggers · 37 actions
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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
DoubleTick and OnePageCRM, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in DoubleTick?
Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnePageCRM to DoubleTick?
Yes. When something happens in OnePageCRM, your agent can act in DoubleTick too. This page covers both directions: OnePageCRM's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or OnePageCRM?
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 DoubleTick and OnePageCRM 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.