--- title: "Connect FunnelCockpit and Knack - APIANT.ai" description: "When \"New CRM Contact\" fires in FunnelCockpit, your agent runs \"Create Record\" in Knack." canonical: "https://apiant.ai/connect/funnelcockpit-to-knack" --- # Connect FunnelCockpit and Knack When **New CRM Contact** fires in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), your agent runs **Create Record** in [Knack](https://apiant.ai/connections/knack), or **New View Record** in Knack to **Create or Update CRM Contact** in FunnelCockpit. Describe the whole flow and it is built, tested on every scenario and kept running. FunnelCockpit **3** triggers FunnelCockpit **4** actions Knack **1** trigger Knack **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FunnelCockpit and Knack 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 FunnelCockpit and Knack can do together ### From FunnelCockpit to Knack - When **New CRM Contact** in FunnelCockpit then **Create Record** in Knack - When **New Survey Result** in FunnelCockpit then **Create View Record** in Knack ### From Knack to FunnelCockpit - When **New View Record** in Knack then **Create or Update CRM Contact** in FunnelCockpit - When **New View Record** in Knack then **Create or Update Email Contact** in FunnelCockpit 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 FunnelCockpit and Knack ## Triggers and actions 4 triggers · 15 actions - Trigger **New CRM Contact** Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group. - Trigger **New Survey Result** Triggers when a new result is submitted to the selected FunnelCockpit survey. - Trigger **New Webinar Viewer** Triggers when a new viewer registers for the selected webinar. - Action **Create or Update CRM Contact** Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups. - Action **Create or Update Email Contact** Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address. - Action **Create Webinar Viewer** Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date. - Action **Get Webinar Dates** Returns the upcoming scheduled dates for a webinar. - Trigger **New View Record** Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record. - Action **Create Record** Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1). - Action **Create View Record** create a record through a view, including inserting a connected record (view-based) - Action **Delete Record** Delete a record from a Knack object by ID. - Action **Delete View Record** delete a record through a view (view-based) - Action **Get Record** Retrieve a single record by ID from a Knack object. - Action **Get View Record** Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record. - Action **List Records** Retrieve records from a Knack object, with optional paging and filters. - Action **List View Records** retrieve records through a view (view-based, applies view permissions/filters) - Action **Update Record** Update an existing record in a Knack object by ID. - Action **Update View Record** update a record through a view (view-based) - Action **Upload File or Image** upload a file or image asset to associate with a record field ## Each app on its own - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) - [ **Knack** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connections/knack) Reviews ## What our customers say ## More from FunnelCockpit - [ **FunnelCockpit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/funnelcockpit-to-hubspot) - [ **FunnelCockpit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/funnelcockpit-to-salesforce) - [ **FunnelCockpit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/funnelcockpit-to-slack) - [ **FunnelCockpit to Google Sheets** Google Sheets](https://apiant.ai/connect/funnelcockpit-to-google-sheets) - [ **FunnelCockpit to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/funnelcockpit-to-gmail) - [ **FunnelCockpit to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/funnelcockpit-to-google-calendar) ## More into Knack - [ **ActiveCampaign to Knack** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-knack) - [ **Asana to Knack** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-knack) - [ **JIRA to Knack** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-knack) - [ **SendGrid to Knack** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-knack) - [ **JotForm to Knack** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-knack) - [ **Capsule CRM to Knack** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-knack) Questions ## FunnelCockpit and Knack, answered ### ### What can start an automation from FunnelCockpit? Any of FunnelCockpit's 3 triggers in the catalog, including New CRM Contact, New Survey Result and New Webinar Viewer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Knack when something happens in FunnelCockpit? Any of Knack's 11 actions, including Create Record, Create View Record, Update Record and Update View Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Knack to FunnelCockpit? Yes. When something happens in Knack, your agent can act in FunnelCockpit too. This page covers both directions: Knack's triggers and FunnelCockpit's actions are listed here as well. ### ### Do I have to build a connector for FunnelCockpit or Knack? 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 FunnelCockpit and Knack 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.