Integration
Connect Holded and NotePM
When New Contact fires in Holded, your agent runs Create Comment in NotePM, or New Comment in NotePM to Create Contact in Holded. 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 Holded and NotePM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Holded and NotePM can do together
From Holded to NotePM
When New Contact in Holded
then Create Comment in NotePM
From NotePM to Holded
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 Holded and NotePM
Triggers and actions 10 triggers · 41 actions
- New Contact
Triggers when a new contact is created in Holded.
- New Deal
Triggers when a new deal (lead) is created in a Holded CRM funnel.
- New Purchase Invoice
Triggers when a new purchase invoice is created in Holded.
- New Sales Invoice
Triggers when a new sales invoice is created in Holded.
- New Sales Order
Triggers when a new sales order is created in Holded.
- New Sales Receipt
Triggers when a new sales receipt is created in Holded.
- Create Contact
Creates a contact (customer, supplier or lead) in Holded.
- Create Credit Note
Creates a credit note in Holded with its line items.
- Create Deal
Creates a deal (lead) in a Holded CRM funnel.
- Create Employee
Creates an employee in Holded.
- Create Event
Creates a CRM event in Holded.
- Create Payment
Creates a payment or collection in Holded.
- Create Product
Creates a product in Holded.
- Create Purchase Invoice
Creates a purchase invoice in Holded with its line items.
- Create Purchase Order
Creates a purchase order in Holded with its line items.
- Create Quote
Creates a quote (estimate) in Holded with its line items.
- Create Sales Invoice
Creates a sales invoice in Holded for a contact, with its line items.
- Create Sales Order
Creates a sales order in Holded with its line items.
- Create Sales Receipt
Creates a sales receipt in Holded with its line items.
- Find Contact
Finds Holded contacts by phone, mobile or custom reference ID.
- List contacts
Returns the contacts in your Holded account, optionally filtered by email, phone, mobile, tax ID or external reference.
- List purchase invoices
Returns the purchase invoices in your Holded account, optionally filtered by supplier, payment status, approval status, issue date or due date.
- List sales invoices
Returns the sales invoices in your Holded account, optionally filtered by contact, payment status, approval status, or issue and due dates.
- List sales orders
Returns the sales orders in your Holded account, optionally filtered by contact, status and date range.
- Mark Credit Note as Paid
Records a payment against a credit note so it is marked as paid.
- Mark Invoice as Paid
Records a payment against a sales invoice so it is marked as paid.
- Send Invoice
Emails a sales invoice to the given recipients.
- Send Sales Receipt
Emails a sales receipt to the given recipients.
- Update Contact
Updates an existing Holded contact.
- New Comment
Triggers when a new comment is added to a NotePM page.
- New Note
Triggers when a new note is created in your NotePM team.
- New Page
Triggers when a new page is created in NotePM.
- New Page or Updated Page
Triggers when a NotePM page is created or updated.
- Archive Note
Archives a NotePM note.
- Create Comment
Adds a comment to a NotePM page.
- Create Folder
Creates a folder in a NotePM note.
- Create Note
Creates a note in your NotePM team.
- Create Page
Creates a page in a NotePM note.
- Create Tag
Creates a tag in NotePM.
- Delete Note
Deletes a NotePM note.
- Delete Page
Deletes a NotePM page.
- Get Note
Returns one NotePM note by its note code, including its name, description, scope and members.
- Get Page
Returns one NotePM page with its title, body and tags.
- Get User
Returns one NotePM user by user code.
- List Folders
Returns the folders in a NotePM note.
- List Notes
Returns the notes in your NotePM team.
- List Tags
Returns the tags in your NotePM team with their page counts.
- List Users
Returns the users in your NotePM team.
- Search Pages
Searches NotePM pages by text, note or tag.
- Update Note
Updates a NotePM note's name, description or scope.
- Update Page
Updates a NotePM page's title or body.
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
Holded and NotePM, answered
What can start an automation from Holded?
Any of Holded's 6 triggers in the catalog, including New Contact, New Deal, New Purchase Invoice and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NotePM when something happens in Holded?
Any of NotePM's 18 actions, including Create Comment, Create Folder, Create Note and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NotePM to Holded?
Yes. When something happens in NotePM, your agent can act in Holded too. This page covers both directions: NotePM's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded or NotePM?
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 Holded and NotePM 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.