--- title: "Connect Filestage and Less Annoying CRM - APIANT.ai" description: "When \"When a Reviewer Is Invited to a Reviewer Group\" fires in Filestage, your agent runs \"Create Group Membership\" in Less Annoying CRM." canonical: "https://apiant.ai/connect/filestage-to-less-annoying-crm" --- # Connect Filestage and Less Annoying CRM When **When a Reviewer Is Invited to a Reviewer Group** fires in [Filestage](https://apiant.ai/connections/filestage), your agent runs **Create Group Membership** in [Less Annoying CRM](https://apiant.ai/connections/less-annoying-crm), or **New Contact** in Less Annoying CRM to **Create Project** in Filestage. Describe the whole flow and it is built, tested on every scenario and kept running. Filestage **1** trigger Filestage **9** actions Less Annoying CRM **7** triggers Less Annoying CRM **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filestage and Less Annoying CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Filestage and Less Annoying CRM can do together ### From Filestage to Less Annoying CRM - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Create Group Membership** in Less Annoying CRM - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Create Contact** in Less Annoying CRM ### From Less Annoying CRM to Filestage - When **New Contact** in Less Annoying CRM then **Create Project** in Filestage - When **Form Submission** in Less Annoying CRM then **Get Project by ID** in Filestage 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 Filestage and Less Annoying CRM ## Triggers and actions 8 triggers · 19 actions - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. - Trigger **Contact Deletion** Triggers when a contact is deleted. - Trigger **Form Submission** Triggers when a form submission is received. - Trigger **Group Membership Addition** Triggers when a contact is added to a group. - Trigger **Group Membership Deletion** Triggers when a contact is removed from a group. - Trigger **New Contact** Triggers when a new contact is created or a contact is updated. - Trigger **Pipeline Item Deletion** Triggers when a pipeline item is deleted. - Trigger **Pipeline Item Status Update** Triggers when a new pipeline item is added or its status is updated. - Action **Create Contact** Creates a new contact. - Action **Create Contact Note** Adds a note to a contact. - Action **Create Group Membership** Adds a contact to a group. - Action **Create Pipeline Item** Creates a new pipeline item. - Action **Create Task** Creates a new task. - Action **Delete Group Membership** Removes a contact from a group. - Action **Edit Contact** Edit an existing contact. Blank fields will not be updated. - Action **Edit Pipeline Item** Edit an existing pipeline item attached to a contact. - Action **Find Contact** Search for contact by email, name, or LACRM Contact Id. - Action **Find Pipeline Item** Search for a pipeline item. ## Each app on its own - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) - [ **Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connections/less-annoying-crm) Reviews ## What our customers say ## More from Filestage - [ **Filestage to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/filestage-to-hellosalut) - [ **Filestage to Html2PDF** HTML/URL to PDF](https://apiant.ai/connect/filestage-to-html2pdf) - [ **Filestage to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filestage-to-hubspot) - [ **Filestage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filestage-to-salesforce) - [ **Filestage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filestage-to-slack) - [ **Filestage to Google Sheets** Google Sheets](https://apiant.ai/connect/filestage-to-google-sheets) ## More into Less Annoying CRM - [ **HubSpot to Less Annoying CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-less-annoying-crm) - [ **Google Sheets to Less Annoying CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-less-annoying-crm) - [ **Gmail to Less Annoying CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-less-annoying-crm) - [ **Google Calendar to Less Annoying CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-less-annoying-crm) - [ **Google Drive to Less Annoying CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-less-annoying-crm) - [ **ActiveCampaign to Less Annoying CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-less-annoying-crm) Questions ## Filestage and Less Annoying CRM, answered ### ### What can start an automation from Filestage? Any of Filestage's 1 trigger in the catalog, including When a Reviewer Is Invited to a Reviewer Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Less Annoying CRM when something happens in Filestage? Any of Less Annoying CRM's 10 actions, including Create Contact, Create Contact Note, Create Group Membership and Create Pipeline Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Less Annoying CRM to Filestage? Yes. When something happens in Less Annoying CRM, your agent can act in Filestage too. This page covers both directions: Less Annoying CRM's triggers and Filestage's actions are listed here as well. ### ### Do I have to build a connector for Filestage or Less Annoying 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 Filestage and Less Annoying 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.