--- title: "Connect karmaCRM and Process Street - APIANT.ai" description: "When \"New Company\" fires in karmaCRM, your agent runs \"Create Data Set Record\" in Process Street." canonical: "https://apiant.ai/connect/karmacrm-to-process-street" --- # Connect karmaCRM and Process Street When **New Company** fires in [karmaCRM](https://apiant.ai/connections/karmacrm), your agent runs **Create Data Set Record** in [Process Street](https://apiant.ai/connections/process-street), or **New Comment Attachment** in Process Street to **Create Contact** in karmaCRM. Describe the whole flow and it is built, tested on every scenario and kept running. karmaCRM **4** triggers karmaCRM **18** actions Process Street **4** triggers Process Street **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want karmaCRM and Process Street 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 karmaCRM and Process Street can do together ### From karmaCRM to Process Street - When **New Company** in karmaCRM then **Create Data Set Record** in Process Street - When **New Contact** in karmaCRM then **Update Data Set Record** in Process Street ### From Process Street to karmaCRM - When **New Comment Attachment** in Process Street then **Create Contact** in karmaCRM - When **New Task Checked** in Process Street then **Create Task** in 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 Process Street ## Triggers and actions 8 triggers · 27 actions - Trigger **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. ## Each app on its own - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) Reviews ## What our customers say ## More from karmaCRM - [ **karmaCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karmacrm-to-salesforce) - [ **karmaCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karmacrm-to-slack) - [ **karmaCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karmacrm-to-mailchimp) - [ **karmaCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karmacrm-to-stripe) - [ **karmaCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karmacrm-to-shopify) - [ **karmaCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karmacrm-to-quickbooks-online) ## More into Process Street - [ **HubSpot to Process Street** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-process-street) - [ **Google Calendar to Process Street** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-process-street) - [ **Google Drive to Process Street** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-process-street) - [ **Mailchimp to Process Street** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-process-street) - [ **Pipedrive to Process Street** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-process-street) - [ **ActiveCampaign to Process Street** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-process-street) Questions ## karmaCRM and Process Street, 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 Process Street when something happens in karmaCRM? Any of Process Street's 9 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Process Street to karmaCRM? Yes. When something happens in Process Street, your agent can act in karmaCRM too. This page covers both directions: Process Street's triggers and karmaCRM's actions are listed here as well. ### ### Do I have to build a connector for karmaCRM or Process Street? 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 Process Street 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.