--- title: "Connect Kiwili to RAYNET CRM - APIANT.ai" description: "When \"Accounting Code Created\" fires in Kiwili, your agent runs \"Add Activity - Email\" in RAYNET CRM." canonical: "https://apiant.ai/connect/kiwili-to-raynet-crm" --- # Connect Kiwili to RAYNET CRM When **Accounting Code Created** fires in [Kiwili](https://apiant.ai/connections/kiwili), your agent runs **Add Activity - Email** in [RAYNET CRM](https://apiant.ai/connections/raynet-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Kiwili **42** triggers Kiwili **73** actions RAYNET CRM **152** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Kiwili and RAYNET CRM 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 Kiwili can start in RAYNET CRM - When **Accounting Code Created** in Kiwili then **Add Activity - Email** in RAYNET CRM - When **Accounting Code Updated** in Kiwili then **Add Activity - Mass Email** in RAYNET CRM 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 Kiwili and RAYNET CRM ## Triggers and actions 42 triggers · 225 actions - Trigger **Accounting Code Created** Triggers when a new Accounting Code is created. - Trigger **Accounting Code Deleted** Triggers when an Accounting Code is deleted. - Trigger **Accounting Code Updated** Triggers when an Accounting Code is updated. - Trigger **Bank Account Created** Triggers when a new Bank Account is created. - Trigger **Bank Account Deleted** Triggers when a Bank Account is deleted. - Trigger **Contact Created** Triggers when a new Contact is created. - Trigger **Contact Deleted** Triggers when a Contact is deleted. - Trigger **Contact Updated** Triggers when a Contact is updated. - Trigger **Enterprise Created** Triggers when an Enterprise is created. - Trigger **Enterprise Deleted** Triggers when an Enterprise is deleted. - Trigger **Enterprise Updated** Triggers when an Enterprise is updated. - Trigger **Expense Account Created** Triggers when an Expense Account is created. - Trigger **Expense Account Deleted** Triggers when an Expense Account is deleted. - Trigger **Expense Account Updated** Triggers when an Expense Account is updated. - Trigger **Invoice Created** Triggers when an Invoice is created. - Trigger **Invoice Deleted** Triggers when an Invoice is deleted. - Trigger **Invoice Payment Created** Triggers when an Invoice Payment is created. - Trigger **Invoice Payment Updated** Triggers when an Invoice Payment is updated. - Trigger **Invoice Updated** Triggers when an Invoice is updated. - Trigger **Payment Type Created** Triggers when a new Payment Type is created. - Trigger **Payment Type Deleted** Triggers when a Payment Type is deleted. - Trigger **Payment Type Updated** Triggers when a Payment Type is updated. - Trigger **Product Created** Triggers when an Product is created. - Trigger **Product Deleted** Triggers when an Product is deleted. - Trigger **Product Updated** Triggers when an Product is updated. - Trigger **Project Created** Triggers when a Project is created. - Trigger **Project Deleted** Triggers when a Project is deleted. - Trigger **Project Step Deleted** Triggers when a project step is deleted. - Trigger **Project Updated** Triggers when a Project is updated. - Trigger **Service Created** Triggers when a Service is created. - Trigger **Service Deleted** Triggers when a Service is deleted. - Trigger **Service Updated** Triggers when a Service is updated. - Trigger **Sprint Created** Triggers when a Sprint is created. - Trigger **Sprint Updated** Triggers when a Sprint is updated. - Trigger **Task Created** Triggers when a Task is created. - Trigger **Task Updated** Triggers when a Task is updated. - Trigger **Tax Profile Created** Triggers when an Tax Profile is created. - Trigger **Tax Profile Deleted** Triggers when an Tax Profile is deleted. - Trigger **Tax Profile Updated** Triggers when an Tax Profile is updated. - Trigger **Time Entry Created** Triggers when a Time Entry is created. - Trigger **Time Entry Deleted** Triggers when a Time Entry is deleted. - Trigger **Time Entry Updated** Triggers when a Time Entry is updated. - Action **Create Accounting Code** Creates a new accounting code in Kiwili's chart of accounts, with its code number, description, accounting class and tax reclaim percentage. - Action **Create Bank Account** Creates a new bank account in Kiwili with its name, currency and optional banking details. - Action **Create Contact** Creates a new contact under an enterprise (client company) in Kiwili. - Action **Create Enterprise** Creates a new enterprise (client, prospect or provider company) in Kiwili and returns the created enterprise record. - Action **Create Expense Account** Creates a new expense account in Kiwili, used to categorize expenses with a default price, tax profile and accounting code. - Action **Create Invoice** Creates a new invoice for a client enterprise in Kiwili, with one or more product or service lines. - Action **Create Invoice Payment** Records a payment against an existing invoice in Kiwili, with its amount, date, payment type and bank account. - Action **Create Payment Type** Creates a new payment type in Kiwili. - Action **Create Product** Creates a new product in Kiwili, with its price, identifiers, tax profile, accounting code, inventory and resale settings. - Action **Create Project** Creates a new project in Kiwili for an enterprise (client), with optional billing type, budget, rate, team and services. - Action **Create Project Step** Creates a new step (phase) within a Kiwili project, with optional budget, dates, administrator and team allocation. - Action **Create Service** Creates a new service in Kiwili, with its name, rate, category, tax profile and accounting code. - Action **Create Sprint** Creates a new sprint in Kiwili with its dates, administrator and optional resources. - Action **Create Task** Creates a new task in Kiwili, optionally linked to a project, client, sprint or service and assigned to a user. - Action **Create Tax Profile** Creates a new tax profile in Kiwili, with up to two tax rates, their labels and registration numbers. - Action **Create Time Entry** Creates a time entry in Kiwili, logging hours worked by a user on a project step and service. - Action **Delete Accounting Code** Deletes an accounting code from your Kiwili account. Only accounting codes that are not in use can be deleted. - Action **Delete Bank Account** Deletes a bank account from Kiwili. Only bank accounts that are not used anywhere can be deleted. - Action **Delete Contact** Deletes a contact from your Kiwili account. - Action **Delete Enterprise** Deletes an enterprise (company client) from Kiwili. Only enterprises that are not in use can be deleted. - Action **Delete ExpenseAccount** Deletes an unused expense account in Kiwili. - Action **Delete Invoice** Deletes an invoice in Kiwili. Only invoices still in Draft status can be deleted. - Action **Delete Payment Type** Deletes a payment type from your Kiwili account. Only payment types not used by any payment can be deleted. - Action **Delete Product** Deletes a product from your Kiwili account. Only products that are not used on any document can be deleted. - Action **Delete Project** Deletes a project in Kiwili. Only projects that are not in use can be deleted. - Action **Delete Project Step** Deletes a project step in Kiwili. Only steps that are not in use can be deleted. - Action **Delete Service** Deletes a service from your Kiwili account. Only services not used on any document can be deleted. - Action **Delete Tax Profile** Deletes a tax profile from your Kiwili account. Only tax profiles that are not in use can be deleted. - Action **Delete Time Entry** Deletes a time entry from your Kiwili account. - Action **Find Accounting Code** Returns the accounting codes that match the search text or filters you specify, such as code, description or accounting class. - Action **Find Bank Account** Returns the Kiwili bank accounts that match the search text or the filters you supply, such as name, currency, account number or accounting code. - Action **Find Enterprise** Searches the enterprises (companies and clients) in your Kiwili account by name, email, code or any other property and returns the ones that match. - Action **Find ExpenseAccount** Searches the expense accounts in your Kiwili account by text, name, category, tax profile, price or other criteria and returns the matching expense accounts. - Action **Find Payment Type** Returns the payment types in your Kiwili account that match a name, search text or id range. - Action **Find Product** Returns the products in your Kiwili account that match the search text or filters you supply, such as name, SKU, UPC, category or price range. - Action **Find Project** Searches Kiwili projects by name, code, client, contact or other project details and returns the matching projects. - Action **Find Project Step** Searches the project steps in your Kiwili account by text, project, name, dates, budget or completion, and returns the matching steps. - Action **Find Service** Searches the services in your Kiwili account by text, name, number, category, rate and other criteria, and returns the matching services. - Action **Find Sprint** Searches the sprints in your Kiwili account by text, name, dates, administrator or other criteria and returns the matching sprints. - Action **Find Task** Returns the tasks that match the search text or the filters you choose, such as summary, project, assignee, status or due date. - Action **Find TaxProfile** Finds tax profiles in Kiwili by search text, description, tax labels, numbers or rates, and returns the matching tax profiles. - Action **Get Accounting Code** Returns one accounting code from your Kiwili chart of accounts by its id, including its code number, description, accounting class and tax reclaim percentage. - Action **Get Bank Account** Returns a single bank account from your Kiwili account by its ID, including its name, currency, account numbers and accounting code. - Action **Get Contact** Returns a single Kiwili contact by its ID, including name, email, phone numbers, address and the enterprise it belongs to. - Action **Get Enterprise** Returns a Kiwili enterprise (client, prospect or provider company) by its id, with its address, contact details and billing settings. - Action **Get ExpenseAccount** Returns a single expense account from Kiwili, including its name, description, default price, category, tax profile and accounting code. - Action **Get Invoice** Returns a single Kiwili invoice by its id, including its lines, totals, balance, status and payment details. - Action **Get InvoicePayment** Returns a single invoice payment from Kiwili by its id, including the amount, payment date, invoice and bank account it belongs to. - Action **Get Payment Type** Returns a single payment type (such as cash, cheque or credit card) by its id. - Action **Get Product** Returns a single product from Kiwili by its id, including its price, SKU, category, tax profile and inventory settings. - Action **Get Project** Returns a single Kiwili project by its ID, including its client, billing type, budget, team and services. - Action **Get Project Step** Returns a single project step (phase) of a Kiwili project by its ID, including its dates, budget, completion and team. - Action **Get Service** Returns a single Kiwili service by its id, including its name, number, rate, category, tax profile and accounting code. - Action **Get Sprint** Returns a single Kiwili sprint by its id, including its dates, administrator and assigned resources. - Action **Get Task** Returns a single Kiwili task by its id, including its summary, status, priority, dates, assignee and linked project, sprint and enterprise. - Action **Get TaxProfile** Returns a single Kiwili tax profile by its id, including its tax rates, labels and tax numbers. - Action **Get Time Entry** Returns a single time entry by its id, including date, hours, start and end times, user, project, service and billing status. - Action **Update Accounting Code** Updates an existing accounting code in Kiwili, changing its code number, description, accounting class or tax reclaim percentage. Fields left blank keep their current values. - Action **Update Bank Account** Updates an existing bank account in Kiwili, such as its name, description, currency, account numbers, credit limit or active status. - Action **Update Contact** Updates an existing contact in Kiwili, such as their name, email, phone, address or enterprise. Fields left blank are not changed. - Action **Update Enterprise** Updates an existing enterprise (client, prospect or provider company) in Kiwili. Only the fields you fill in are changed. - Action **Update ExpenseAccount** Updates an existing expense account in Kiwili, such as its name, description, default price, category, tax profile or accounting code. - Action **Update Invoice** Updates an existing invoice in Kiwili, including its client, dates, lines, taxes and status. Returns the updated invoice. - Action **Update InvoicePayment** Updates an existing invoice payment in Kiwili, such as its amount, date, payment type or bank account. - Action **Update Payment Type** Updates the name of an existing payment type in Kiwili. - Action **Update Product** Updates an existing product in Kiwili, changing only the details you provide, and returns the updated product. - Action **Update Project** Updates an existing project in Kiwili, such as its name, client, billing type, budget, rate or team, and returns the updated project. - Action **Update Project Step** Updates an existing project step in Kiwili, such as its name, dates, budget, progress or assigned team, and returns the updated step. - Action **Update Service** Updates an existing service in Kiwili, such as its name, rate, category, tax profile or billable status. - Action **Update Sprint** Updates an existing sprint in Kiwili, including its name, dates, administrator, status and assigned resources. - Action **Update Task** Updates an existing task in Kiwili, such as its summary, assignee, dates, priority or status. - Action **Update TaxProfile** Updates an existing tax profile in Kiwili, such as its description, tax rates, labels and registration numbers. Kiwili only allows the rates of tax profiles that are not yet in use to be changed. - Action **Update Time Entry** Updates an existing time entry in Kiwili, such as its date, hours, project, service or billing status. - Action **Add Activity - Call** Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead. - Action **Add Activity - Email** Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Event** Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Letter** Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Mass Email** Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service. - Action **Add Activity - Meeting** Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Task** Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead. - Action **Add Address to Contact - Account** Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM. - Action **Add Attachment** Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder. - Action **Add Business - Deal** Creates a new deal in RAYNET CRM for an account and returns the new deal's ID. - Action **Add Business - Price List** Creates a new price list in RAYNET CRM and returns its id. - Action **Add Business - Product** Creates a new product in the RAYNET CRM product catalog. - Action **Add Business - Project** Creates a new project for an account in RAYNET CRM and returns its ID. - Action **Add Business - Quote** Creates a new quote (offer) for an account and deal in RAYNET CRM. - Action **Add Business - Sales Order** Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID. - Action **Add Contact - Account** Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values. - Action **Add Contact - Contact** Creates a new contact (person) in RAYNET CRM and returns its ID. - Action **Add Contact - Lead** Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses. - Action **Add DMS - Document** Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link. - Action **Add DMS - Folder** Creates a new folder in RAYNET Documents, optionally inside a parent folder. - Action **Add Invoice** Creates a new invoice in RAYNET CRM for an account, with optional line items and payments. - Action **Add Item to Business - Deal** Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price. - Action **Add Item to Business - Quote** Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item. - Action **Add Item to Business - Sales Order** Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM. - Action **Add Participant to Business - Deal** Adds an account or a contact as a participant on a deal. - Action **Add Participant to Business - Project** Adds an account or contact as a participant on a RAYNET project. - Action **Add Tag to Contact - Account** Adds one or more tags to an account in RAYNET CRM. - Action **Add Tag to Contact - Contact** Adds one or more tags to a contact in RAYNET CRM. - Action **Delete Activity - Call** Deletes a call activity from RAYNET CRM. - Action **Delete Activity - Email** Deletes an email activity from RAYNET CRM. - Action **Delete Activity - Letter** Deletes a letter activity from RAYNET CRM. - Action **Delete Activity - Mass Email** Deletes a mass email activity from RAYNET CRM. - Action **Delete Activity - Meeting** Deletes a meeting activity from RAYNET CRM. - Action **Delete Activity - Task** Deletes a task activity from RAYNET CRM. - Action **Delete Address From Contact - Account** Deletes an address from an account. The account's primary address cannot be deleted. - Action **Delete Business - Deal** Deletes a deal from RAYNET CRM. - Action **Delete Business - Price List** Deletes a price list from RAYNET CRM. - Action **Delete Business - Product** Deletes a product from the RAYNET CRM product catalog. - Action **Delete Business - Project** Deletes a project from RAYNET CRM. - Action **Delete Business - Quote** Deletes a quote (offer) from RAYNET CRM. - Action **Delete Business - Sales Order** Deletes a sales order in RAYNET CRM. - Action **Delete Contact - Account** Deletes an account (company) from RAYNET CRM. - Action **Delete Contact - Contact** Deletes a contact (person) from RAYNET CRM. - Action **Delete Contact - Lead** Deletes a lead from RAYNET CRM. - Action **Delete DMS - Document** Deletes a document from the RAYNET CRM document management system. - Action **Delete Invoice** Deletes an invoice from RAYNET CRM. - Action **Delete Item of Business - Deal** Deletes a product line item from a deal. - Action **Delete Item of Business - Quote** Deletes an item (product line) from a quote in RAYNET CRM. - Action **Delete Item of Business - Sales Order** Deletes an item (product line) from a sales order in RAYNET CRM. - Action **Delete Participant From Business - Deal** Removes a participant from a deal in RAYNET CRM. - Action **Delete Participant From Business - Project** Removes a participant from a project in RAYNET CRM. - Action **Delete Tag From Contact - Account** Removes one or more tags from an account in RAYNET CRM. - Action **Delete Tag From Contact - Contact** Removes one or more tags from a contact in RAYNET CRM. - Action **Detail of Activity - Call** Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields. - Action **Detail of Activity - Email** Returns the details of an email activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Event** Returns the full details of an event activity, including its participants and custom fields. - Action **Detail of Activity - Letter** Returns the details of a letter activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Mass Email** Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics. - Action **Detail of Activity - Meeting** Returns the details of a meeting activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Task** Returns the full details of a task activity in RAYNET CRM, including its custom fields. - Action **Detail of Business - Deal** Returns the full details of a deal, including its items and custom fields. - Action **Detail of Business - Price List** Returns the details of a price list, including its items and product prices. - Action **Detail of Business - Product** Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields. - Action **Detail of Business - Project** Returns the full details of a RAYNET project, including its custom fields. - Action **Detail of Business - Quote** Returns the full details of a quote (offer), including its items and custom fields. - Action **Detail of Business - Sales Order** Returns the full details of a sales order, including its items, addresses, tags and custom fields. - Action **Detail of Contacts - Account** Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields. - Action **Detail of Contacts - Contact** Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields. - Action **Detail of Contacts - Lead** Returns the full details of a lead, including its custom fields. - Action **Detail of DMS - Document** Returns the details of a DMS document, including its folder, category, status, validity dates and attachments. - Action **Detail of Invoice** Returns the full details of an invoice, including its items, payments and custom fields. - Action **Invalidate Business - Deal** Marks a deal in RAYNET CRM as invalid. - Action **Invalidate Business - Product** Marks a product in RAYNET CRM as invalid so it no longer appears as an active product. - Action **Invalidate Business - Project** Marks a project as invalid in RAYNET CRM. - Action **Invalidate Business - Quote** Marks a quote (offer) in RAYNET CRM as invalid. - Action **Invalidate Business - Sales Order** Marks an existing sales order as invalid in RAYNET CRM. - Action **Invalidate Contact - Account** Marks a RAYNET CRM account as invalid. - Action **Invalidate Contact - Contact** Marks a contact as invalid in RAYNET CRM. - Action **Invalidate DMS - Document** Marks a document in the RAYNET CRM document store as invalid. - Action **List of Activities - Events** Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags. - Action **List of Activities - Letters** Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags. - Action **List of Activities - Mass Email** Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient. - Action **List of Activities - Meetings** Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields. - Action **List of Activities - Tasks** Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields. - Action **List of Business - Deals** Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more. - Action **List of Business - Price Lists** Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search. - Action **List of Contacts - Accounts** Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time. - Action **List of Contacts - Contacts** Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields. - Action **List of DMS - Folders and Files** Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID. - Action **List of Participants of Business - Deal** Returns the participants (accounts and contacts) attached to a deal, with their participation category and note. - Action **List of Participants of Business - Project** Returns the participants (accounts and contacts) of a project, with their category and note. - Action **Lock Activity - Call** Locks a call activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Email** Locks an email activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Event** Locks a RAYNET CRM event so it can no longer be edited. - Action **Lock Activity - Letter** Locks a letter activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Meeting** Locks a meeting in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Task** Locks a task in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Deal** Locks a deal in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Price List** Locks a price list in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Project** Locks a RAYNET CRM project so its record can no longer be edited. - Action **Lock Business - Quote** Locks a quote in RAYNET CRM so it can no longer be edited. - Action **Lock Contact - Account** Locks an account in RAYNET CRM so its record cannot be edited. - Action **Lock Contact - Contact** Locks a contact record in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Lead** Locks a lead in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Sales Order** Locks a sales order in RAYNET CRM so it can no longer be edited. - Action **Lock DMS - Document** Locks a DMS document in RAYNET CRM so it cannot be edited. - Action **Lock Invoice** Locks an invoice in RAYNET CRM so it can no longer be edited. - Action **Modifying Activity - Call** Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants. - Action **Modifying Activity - Email** Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants. - Action **Modifying Activity - Event** Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Letter** Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Mass Email** Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics. - Action **Modifying Activity - Meeting** Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Task** Updates an existing task in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Deal** Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Business - Price List** Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed. - Action **Modifying Business - Product** Modifies an existing product's code, name, pricing, category, tags and custom fields. - Action **Modifying Business - Project** Updates an existing project in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Quote** Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields. - Action **Modifying Business - Sales Order** Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Account** Updates an existing account in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Contact** Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Lead** Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying DMS - Document** Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder. - Action **Modifying Invoice** Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed. - Action **Modify Item of Business - Deal** Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax. - Action **Modify Item of Business - Quote** Updates an item (product line) on an existing quote (offer) in RAYNET CRM. - Action **Modify Item of Business - Sales Order** Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note. - Action **Renew Validity of Business - Deal** Renews the validity of an invalidated deal in RAYNET CRM, making it valid again. - Action **Renew Validity of Business - Product** Renews the validity of a product that was previously marked invalid, making it usable again. - Action **Renew Validity of Business - Project** Renews the validity of a previously invalidated project in RAYNET CRM. - Action **Renew Validity of Business - Quote** Renews the validity of a previously invalidated quote (offer) in RAYNET CRM. - Action **Renew Validity of Business - Sales Order** Renews the validity of a previously invalidated sales order in RAYNET CRM. - Action **Renew Validity of Contact - Account** Renews the validity of an invalidated account in RAYNET CRM. - Action **Renew Validity of Contact - Contact** Renews the validity of a previously invalidated contact in RAYNET CRM. - Action **Renew Validity of DMS - Document** Renews the validity of a previously invalidated document in the RAYNET CRM document management system. - Action **Unlock Activity - Call** Unlocks a locked call activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Email** Unlocks an email activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Event** Unlocks a locked event activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Letter** Unlocks a locked letter activity so it can be edited again. - Action **Unlock Activity - Meeting** Unlocks a RAYNET meeting activity so it can be edited again. - Action **Unlock Activity - Task** Unlocks a locked task in RAYNET CRM so it can be edited again. - Action **Unlock Business - Deal** Unlocks a locked deal so it can be edited again. - Action **Unlock Business - Price List** Unlocks a price list in RAYNET CRM so it can be edited again. - Action **Unlock Business - Project** Unlocks a locked project in RAYNET CRM so it can be edited again. - Action **Unlock Business - Quote** Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Account** Unlocks an account record in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Contact** Unlocks a locked contact in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Lead** Unlocks a locked lead in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Sales Order** Unlocks a sales order in RAYNET CRM so it can be edited again. - Action **Unlock DMS - Document** Unlocks a DMS document in RAYNET CRM so it can be edited again. - Action **Unlock Invoice** Unlocks an invoice in RAYNET CRM so it can be edited again. ## Each app on its own - [ **Kiwili** ERP & online account management software for your small business](https://apiant.ai/connections/kiwili) - [ **RAYNET CRM** RAYNET CRM is an online software that helps salespeople and managers record business easily.](https://apiant.ai/connections/raynet-crm) Reviews ## What our customers say ## More from Kiwili - [ **Kiwili to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kiwili-to-salesforce) - [ **Kiwili to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kiwili-to-slack) - [ **Kiwili to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/kiwili-to-mailchimp) - [ **Kiwili to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/kiwili-to-stripe) - [ **Kiwili to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/kiwili-to-shopify) - [ **Kiwili to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/kiwili-to-quickbooks-online) ## More into RAYNET CRM - [ **HubSpot to RAYNET CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raynet-crm) - [ **Salesforce to RAYNET CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-raynet-crm) - [ **Slack to RAYNET CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-raynet-crm) - [ **Google Sheets to RAYNET CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-raynet-crm) - [ **Gmail to RAYNET CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raynet-crm) - [ **Google Calendar to RAYNET CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raynet-crm) Questions ## Kiwili and RAYNET CRM, answered ### ### What can start an automation from Kiwili? Any of Kiwili's 42 triggers in the catalog, including Accounting Code Created, Accounting Code Updated, Bank Account Created and Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RAYNET CRM when something happens in Kiwili? Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RAYNET CRM to Kiwili? RAYNET CRM has no triggers in the catalog today, so automations start in Kiwili. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it. ### ### Do I have to build a connector for Kiwili or RAYNET CRM? 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 Kiwili and RAYNET CRM 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.