Integration
Connect Dovetail and Solve CRM
When New Project fires in Dovetail, your agent runs Create Contact in Solve CRM, or New Company in Solve CRM to Add Contact in Dovetail. 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 Dovetail and Solve 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)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 Dovetail and Solve CRM can do together
From Dovetail to Solve CRM
When New Project in Dovetail
then Create Contact in Solve CRM
From Solve CRM to Dovetail
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 Dovetail and Solve CRM
Triggers and actions 8 triggers · 7 actions
- New Project
Triggers when a new project is created
- New Published Insight
Triggers when a new insight is published.
- Updated Project
Triggers when a project is updated.
- Add Contact
Adds a contact to the contacts database.
- Add Data Point to Channel
Adds a data point to a channel.
- Add Data to Project
Adds data to an existing project.
- Add Insight to Project
Adds an insight to an existing project.
- New Company
Triggers when a new company is added in Solve CRM.
- New Contact
Triggers when a new contact is added in Solve CRM.
- New Tagged Contact
Triggers when a contact carries the chosen category tag for the first time.
- New User
Triggers when a new user is added to the Solve CRM account.
- New Workgroup
Triggers when a new workgroup is created in Solve CRM.
- Create Company
Creates a new company in Solve CRM.
- Create Contact
Creates a new contact in Solve CRM.
- Find companies
Returns companies in Solve CRM that match a search value, with optional filters and sorting.
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
More from Dovetail
Dovetail to Minecraft Server StatusMinecraft Server Status pings a Minecraft server address and reports what it finds.
Dovetail to TypeSafeTypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.
Dovetail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Dovetail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Dovetail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Dovetail to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into Solve CRM
Gmail to Solve CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Solve CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Dovetail and Solve CRM, answered
What can start an automation from Dovetail?
Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Solve CRM when something happens in Dovetail?
Any of Solve CRM's 3 actions, including Create Company, Create Contact and Find companies. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Solve CRM to Dovetail?
Yes. When something happens in Solve CRM, your agent can act in Dovetail too. This page covers both directions: Solve CRM's triggers and Dovetail's actions are listed here as well.
Do I have to build a connector for Dovetail or Solve 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 Dovetail and Solve 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.