Integration
Connect karmaCRM and NotePM
When New Company fires in karmaCRM, your agent runs Create Comment in NotePM, or New Comment in NotePM to Create Contact in karmaCRM. 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 karmaCRM 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 karmaCRM and NotePM can do together
From karmaCRM to NotePM
When New Company in karmaCRM
then Create Comment in NotePM
From NotePM to karmaCRM
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 karmaCRM and NotePM
Triggers and actions 8 triggers · 36 actions
- New Company
Triggers when a new company is created in karmaCRM.
- New Contact
Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags.
- New deal
Triggers when a new deal is created in karmaCRM.
- Updated Contact
Triggers when a contact is updated in karmaCRM.
- Add note
Adds a note (or logged call) to a karmaCRM contact, company or other record.
- Create Company
Creates a company in karmaCRM with its contact details, tags and custom field values.
- Create Contact
Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values.
- Create Deal
Creates a deal in karmaCRM, optionally linked to a contact and company.
- Create Task
Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts.
- Delete company
Deletes a company from karmaCRM.
- Delete contact
Deletes a contact from karmaCRM by its ID.
- Delete deal
Deletes a deal from karmaCRM.
- Find Company
Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches.
- Find Contact
Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags.
- Get company
Returns a single karmaCRM company by its ID, including contact details, tags and custom field values.
- Get contact
Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values.
- Get deal
Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values.
- Get note
Returns a single karmaCRM note (history entry), including its content, related record and participants.
- List deals
Returns the deals in your karmaCRM account, optionally only those after a given date.
- Update company
Updates an existing company in karmaCRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in karmaCRM, changing only the fields you fill in.
- Update deal
Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values.
- 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
karmaCRM and NotePM, answered
What can start an automation from karmaCRM?
Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NotePM when something happens in karmaCRM?
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 karmaCRM?
Yes. When something happens in NotePM, your agent can act in karmaCRM too. This page covers both directions: NotePM's triggers and karmaCRM's actions are listed here as well.
Do I have to build a connector for karmaCRM 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 karmaCRM 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.