Integration
Connect Leap CRM and Roll
When New Customer fires in Leap CRM, your agent runs Add task in Roll, or New Company in Roll to Create Customer in Leap CRM. 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 Leap CRM and Roll 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 Leap CRM and Roll can do together
From Leap CRM to Roll
When New Customer in Leap CRM
then Add task in Roll
From Roll to Leap 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 Leap CRM and Roll
Triggers and actions 5 triggers · 22 actions
- New Customer
Triggers when a new customer is added in Leap.
- New Job
Triggers when a new job is created in Leap.
- Add Job Note
Adds a note to a Leap job.
- Add job payment
Records a payment against a Leap job, returning the new payment record.
- Create Customer
Creates a customer in Leap with contact details, phone and address.
- Create Job
Creates a job for a Leap customer with a trade and description.
- Create Lead
Creates a lead (prospect) in Leap with a phone number and optional job description.
- Get Customer
Returns one Leap customer by ID, with contact details and address.
- Get Job
Returns one Leap job by ID, including its number, customer and trades.
- Get job financial summary
Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.
- List job workflow history
Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.
- Update Customer
Updates an existing Leap customer's name, email, company or note.
- Update job stage
Moves a Leap job to a different workflow stage.
- New Company
Triggers when a new company is created.
- New Project
Triggers when a new project is created.
- New Time Record
Triggers when a new time record is created.
- Add task
Create a task via the Roll GraphQL API task add mutation.
- Create Company
Creates a new company.
- Create Project
Creates a new project.
- Create Time Record
Creates a new time record.
- Find Company
Finds an existing company.
- Find employee
Search employees via the Roll GraphQL API employees query.
- Find Project
Finds an existing project.
- Find Time Record
Looks up Roll time records via the GraphQL time query.
- Update project
Update a project via the Roll GraphQL API project update mutation.
- Update task
Update a task via the Roll GraphQL API task update mutation.
- Update time record
Update a time entry via the Roll GraphQL API time update mutation.
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
More from Leap CRM
Leap CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Leap CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Leap CRM to MailchimpMailchimp marketing automation and email platform.
Leap CRM to StripeStripe is a payment processing platform for online businesses.
Leap CRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Leap CRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Roll
HubSpot to RollHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RollGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RollGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RollGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RollGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Leap CRM and Roll, answered
What can start an automation from Leap CRM?
Any of Leap CRM's 2 triggers in the catalog, including New Customer and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Roll when something happens in Leap CRM?
Any of Roll's 11 actions, including Create Company, Create Project, Create Time Record and Update project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Roll to Leap CRM?
Yes. When something happens in Roll, your agent can act in Leap CRM too. This page covers both directions: Roll's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or Roll?
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 Leap CRM and Roll 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.