--- title: "Connect Knack to IXACT Contact CRM - APIANT.ai" description: "When \"New View Record\" fires in Knack, your agent runs \"Create Contact\" in IXACT Contact CRM." canonical: "https://apiant.ai/connect/knack-to-ixact-contact-crm" --- # Connect Knack to IXACT Contact CRM When **New View Record** fires in [Knack](https://apiant.ai/connections/knack), your agent runs **Create Contact** in [IXACT Contact CRM](https://apiant.ai/connections/ixact-contact-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Knack **1** trigger Knack **11** actions IXACT Contact CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Knack and IXACT Contact 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 Knack can start in IXACT Contact CRM - When **New View Record** in Knack then **Create Contact** in IXACT Contact CRM - When **New View Record** in Knack then **Create Lead** in IXACT Contact 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 Knack and IXACT Contact CRM ## Triggers and actions 1 trigger · 23 actions - Trigger **New View Record** Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record. - Action **Create Record** Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1). - Action **Create View Record** create a record through a view, including inserting a connected record (view-based) - Action **Delete Record** Delete a record from a Knack object by ID. - Action **Delete View Record** delete a record through a view (view-based) - Action **Get Record** Retrieve a single record by ID from a Knack object. - Action **Get View Record** Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record. - Action **List Records** Retrieve records from a Knack object, with optional paging and filters. - Action **List View Records** retrieve records through a view (view-based, applies view permissions/filters) - Action **Update Record** Update an existing record in a Knack object by ID. - Action **Update View Record** update a record through a view (view-based) - Action **Upload File or Image** upload a file or image asset to associate with a record field - Action **Add group** Adds a new contact group to the IXACT Contact account and returns the new group's id. - Action **Add note** Adds a note to a contact in IXACT Contact and returns the new note. - Action **Create Contact** Creates a new contact in IXACT Contact and returns the new contact's id. - Action **Create Lead** Creates a new lead in IXACT Contact and returns the created lead record. - Action **Delete contact** Deletes a contact by ID from your IXACT Contact account. - Action **Get contact** Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details. - Action **List contacts** Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date. - Action **List groups** Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date. - Action **List notes** Returns the notes recorded on a contact, optionally narrowed to a note date or note type. - Action **List note types** Returns the note types defined in the IXACT Contact account, optionally only those with a given name. - Action **Update contact** Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is. - Action **Update note** Updates an existing note on a contact in IXACT Contact, changing its text, type or date. ## Each app on its own - [ **Knack** Knack is an online database and app builder. Read and write records in your Knack objects.](https://apiant.ai/connections/knack) - [ **IXACT Contact CRM** IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients...](https://apiant.ai/connections/ixact-contact-crm) Reviews ## What our customers say ## More from Knack - [ **Knack to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/knack-to-salesforce) - [ **Knack to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/knack-to-slack) - [ **Knack to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/knack-to-mailchimp) - [ **Knack to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/knack-to-stripe) - [ **Knack to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/knack-to-shopify) - [ **Knack to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/knack-to-pipedrive) ## More into IXACT Contact CRM - [ **HubSpot to IXACT Contact CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ixact-contact-crm) - [ **Salesforce to IXACT Contact CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ixact-contact-crm) - [ **Slack to IXACT Contact CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ixact-contact-crm) - [ **Google Sheets to IXACT Contact CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ixact-contact-crm) - [ **Gmail to IXACT Contact CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ixact-contact-crm) - [ **Google Calendar to IXACT Contact CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ixact-contact-crm) Questions ## Knack and IXACT Contact CRM, answered ### ### What can start an automation from Knack? Any of Knack's 1 trigger in the catalog, including New View Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IXACT Contact CRM when something happens in Knack? Any of IXACT Contact CRM's 12 actions, including Create Contact, Create Lead, Update contact and Update note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IXACT Contact CRM to Knack? IXACT Contact CRM has no triggers in the catalog today, so automations start in Knack. If you need the other direction, ask: your agent reads IXACT Contact CRM's API documentation and adds it. ### ### Do I have to build a connector for Knack or IXACT Contact 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 Knack and IXACT Contact 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.