Integration
Connect KanbanFlow and OnePageCRM
When New Board Event fires in KanbanFlow, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM to Create Task in KanbanFlow. 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 KanbanFlow 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)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 KanbanFlow and OnePageCRM can do together
From KanbanFlow to OnePageCRM
When New Board Event in KanbanFlow
then Create Contact in OnePageCRM
When New Task in KanbanFlow
then Create Deal in OnePageCRM
From OnePageCRM to KanbanFlow
When Completed Next Action in OnePageCRM
then Create Task in KanbanFlow
When New Call in OnePageCRM
then Update Task in KanbanFlow
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 KanbanFlow and OnePageCRM
Triggers and actions 11 triggers · 28 actions
Trigger
New Board EventTriggers when something changes on the board, such as a task being created, changed, moved or deleted.
Trigger
New TaskTriggers when a new task appears in a column of the board.
Action
Add CommentAdds a comment to a task.
Action
Add LabelAdds a label to a task.
Action
Create SubtaskAdds a subtask to the end of a task's checklist.
Action
Create TaskCreates a new task in a column of the board.
Action
Delete CommentDeletes a comment from a task.
Action
Delete LabelRemoves a label from a task by the label's name (case-sensitive).
Action
Delete TaskDeletes a task from the board.
Action
Get BoardReturns the board your token belongs to, with its columns, swimlanes and colors.
Action
Get TaskReturns one task by its ID.
Action
List CommentsReturns all comments on a task.
Action
List LabelsReturns all labels on a task, with each label's name and whether it is pinned.
Action
List MembersReturns the people who are members of the board.
Action
List SubtasksReturns all subtasks of a task, with their name, finished state, assigned user and due date.
Action
List TasksReturns the tasks on the board, grouped by column, optionally limited to one column or swimlane.
Action
Search TasksFinds tasks on the board whose name or description matches your search text, most relevant first.
Action
Update CommentUpdates the text or details of an existing comment on a KanbanFlow task.
Action
Update TaskUpdates an existing task; only the fields you supply change.
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
Reviews
What our customers say
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Questions
KanbanFlow and OnePageCRM, answered
What can start an automation from KanbanFlow?
Any of KanbanFlow's 2 triggers in the catalog, including New Board Event and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in KanbanFlow?
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 KanbanFlow?
Yes. When something happens in OnePageCRM, your agent can act in KanbanFlow too. This page covers both directions: OnePageCRM's triggers and KanbanFlow's actions are listed here as well.
Do I have to build a connector for KanbanFlow 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 KanbanFlow 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.