Integration
Connect Filestage and noCRM.io
When When a Reviewer Is Invited to a Reviewer Group fires in Filestage, your agent runs Create Lead in noCRM.io, or Lead Status Changed in noCRM.io to Create Project in Filestage. 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 Filestage and noCRM.io 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 Filestage and noCRM.io can do together
From Filestage to noCRM.io
When When a Reviewer Is Invited to a Reviewer Group in Filestage
then Create Lead in noCRM.io
From noCRM.io to 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 noCRM.io
Triggers and actions 9 triggers · 25 actions
- When a Reviewer Is Invited to a Reviewer Group
Triggers when a reviewer is invited to a reviewer group.
- Add Reviewers to Reviewer Group
Invites reviewers by email to a reviewer group in a Filestage project.
- Create Folder
Creates a new folder in your Filestage workspace for organizing projects.
- Create Project
Creates a new project in Filestage with the given name.
- Create Reviewer Group
Creates a new reviewer group in a Filestage project.
- Get Folder by ID
Returns a Filestage folder by its ID, including its name and details.
- Get Folders
Returns all folders in your Filestage team.
- Get Project by ID
Returns a Filestage project, including its name and details, by its ID.
- Get Projects
Returns the projects in your Filestage team.
- Get Reviewer Groups by Project
Returns the reviewer groups set up in a Filestage project.
- Lead Status Changed
Triggers when a specific status of the lead is changed.
- New Client Folder
Triggers when a client folder is created.
- New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
- New Lead
Triggers when a lead is created.
- New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
- New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
- New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
- New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
- Add Attachment
Add an attachment to a lead
- Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Assign Lead
Assign the lead to a user
- Call Simplified API
Call our simplified API to interact with your data
- Change Lead's Title
Change the title of a lead
- Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
- Change Step
Change the step of a lead
- Create Lead
Creates a new lead.
- Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
- Delete Lead
Moves a lead to the trash.
- Find Lead
Finds a lead from an email address.
- Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
- Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Set Amount and Probability
Set the amount and the probability of a lead
- Set the Estimated Closing Date
Set the estimated closing date on a lead
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
Filestage and noCRM.io, 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 noCRM.io when something happens in Filestage?
Any of noCRM.io's 16 actions, including Create Lead, Create Prospect, Log an Activity and Add Attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from noCRM.io to Filestage?
Yes. When something happens in noCRM.io, your agent can act in Filestage too. This page covers both directions: noCRM.io's triggers and Filestage's actions are listed here as well.
Do I have to build a connector for Filestage or noCRM.io?
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 noCRM.io 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.