Integration
Connect Fluentcrm and OnePageCRM
When New Contact fires in Fluentcrm, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM to Add Note to Contact in Fluentcrm. 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 Fluentcrm 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)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 Fluentcrm and OnePageCRM can do together
From Fluentcrm to OnePageCRM
When New Contact in Fluentcrm
then Create Contact in OnePageCRM
When New Contact in Fluentcrm
then Update Contact in OnePageCRM
From OnePageCRM to Fluentcrm
When Completed Next Action in OnePageCRM
then Add Note to Contact in Fluentcrm
When New Call in OnePageCRM
then Create Contact in Fluentcrm
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 Fluentcrm and OnePageCRM
Triggers and actions 10 triggers · 24 actions
Trigger
New ContactTriggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.
Action
Add Note to ContactAdds a note to a FluentCRM contact, with a title, description, note type and optional date.
Action
Create ContactCreates a new contact in FluentCRM, optionally adding them to tags and lists.
Action
Create ListCreates a new contact list in FluentCRM and returns it.
Action
Create TagCreates a new tag in FluentCRM that you can use to organise contacts.
Action
Delete ContactPermanently deletes a contact and all of its associated data from FluentCRM.
Action
Find ContactsFinds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.
Action
Get ContactReturns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.
Action
List Contact NotesReturns the notes recorded on a FluentCRM contact, optionally filtered by note title.
Action
List ListsReturns all contact lists in FluentCRM, optionally filtered by a search term and sorted.
Action
List TagsReturns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.
Action
Send Double Opt-in EmailSends a double opt-in confirmation email to a contact who is not yet subscribed.
Action
Track EventRecords a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.
Action
Update ContactUpdates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates 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
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Questions
Fluentcrm and OnePageCRM, answered
What can start an automation from Fluentcrm?
Any of Fluentcrm's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in Fluentcrm?
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 Fluentcrm?
Yes. When something happens in OnePageCRM, your agent can act in Fluentcrm too. This page covers both directions: OnePageCRM's triggers and Fluentcrm's actions are listed here as well.
Do I have to build a connector for Fluentcrm 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 Fluentcrm 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.