--- title: "Connect Knack to webCRM - APIANT.ai" description: "When \"New View Record\" fires in Knack, your agent runs \"Create or Update Document\" in webCRM." canonical: "https://apiant.ai/connect/knack-to-webcrm" --- # Connect Knack to webCRM When **New View Record** fires in [Knack](https://apiant.ai/connections/knack), your agent runs **Create or Update Document** in [webCRM](https://apiant.ai/connections/webcrm). Describe the whole flow and it is built, tested on every scenario and kept running. Knack **1** trigger Knack **11** actions webCRM **13** 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 webCRM 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 webCRM - When **New View Record** in Knack then **Create or Update Document** in webCRM - When **New View Record** in Knack then **Create or Update Activity** in webCRM 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 webCRM ## Triggers and actions 1 trigger · 24 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 **Create or Update Activity** Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id. - Action **Create or Update Delivery** Creates or updates a delivery. - Action **Create or Update Document** Creates or updates a document. - Action **Create or Update Organisation** Creates or updates an organisation. - Action **Create or Update Person** Creates or updates a person. - Action **Create or Update Product** Creates or updates a product. - Action **Create or Update Support Case** Creates or updates a support case. - Action **Find Delivery** Finds a delivery. - Action **Find Document** Finds a document. - Action **Find Organisation** Finds an organisation. - Action **Find Person** Finds a person. - Action **Find User** Finds a user. - Action **Get Document** Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields. ## 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) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) 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 webCRM - [ **HubSpot to webCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webcrm) Questions ## Knack and webCRM, 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 webCRM when something happens in Knack? Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from webCRM to Knack? webCRM has no triggers in the catalog today, so automations start in Knack. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it. ### ### Do I have to build a connector for Knack or webCRM? 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 webCRM 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.