Integration
Connect Escrow to OpenCRM
When Transaction updated (instant) fires in Escrow, your agent runs List contacts in OpenCRM. 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 Escrow and OpenCRM 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 Escrow can start in OpenCRM
When Transaction updated (instant) in Escrow
then List contacts in OpenCRM
When Transaction updated (instant) in Escrow
then List leads in OpenCRM
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 Escrow and OpenCRM
Triggers and actions 1 trigger · 12 actions
Trigger
Transaction updated (instant)Fires when Escrow.com posts a webhook update for a transaction the account is party to (e.g. status/state change during the escrow lifecycle).
Action
Add customerCreate a new customer record on Escrow.com to be used as a party (buyer/seller/broker) in a transaction.
Action
Add transactionCreate a new escrow transaction with parties, items, and payment schedule.
Action
Cancel transactionCancel an escrow transaction that has not yet completed.
Action
Get transactionFetch the current details and status of an escrow transaction by ID.
Action
List partner transactionsList transactions where the caller is acting as the broker/partner rather than a direct party.
Action
Update customerUpdate details on an existing Escrow.com customer record.
Action
List activitiesReturns activities from OpenCRM with their full details, optionally narrowed by a filter or keyword search.
Action
List companiesReturns the companies in your OpenCRM system with their full details, optionally narrowed by a filter or keyword search.
Action
List contactsReturns contacts from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
Action
List leadsReturns the leads in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
Action
List opportunitiesReturns the opportunities in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
Action
List ticketsReturns helpdesk tickets from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
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
Escrow and OpenCRM, answered
What can start an automation from Escrow?
Any of Escrow's 1 trigger in the catalog, including Transaction updated (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in OpenCRM when something happens in Escrow?
Any of OpenCRM's 6 actions, including List activities, List companies, List contacts and List leads. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenCRM to Escrow?
OpenCRM has no triggers in the catalog today, so automations start in Escrow. If you need the other direction, ask: your agent reads OpenCRM's API documentation and adds it.
Do I have to build a connector for Escrow or OpenCRM?
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 Escrow and OpenCRM 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.