Integration
Connect Moxo and Walcu CRM
When New Account fires in Moxo, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM to Add Data Table Record in Moxo. 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 Moxo and Walcu CRM 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 Moxo and Walcu CRM can do together
From Moxo to Walcu CRM
When New Account in Moxo
then Create Client in Walcu CRM
When New User in Moxo
then Create Note in Walcu CRM
From Walcu CRM to Moxo
When New Aftersale Lead in Walcu CRM
then Add Data Table Record in Moxo
When New Appraisal Lead in Walcu CRM
then Post Flow Chat Message in Moxo
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 Moxo and Walcu CRM
Triggers and actions 7 triggers · 41 actions
Trigger
New AccountTriggers when a new client account is created in Moxo.
Trigger
New UserTriggers when a new user (team member or client) is added to Moxo.
Action
Add Data Table RecordAdds a record to a data table.
Action
Cancel FlowCancels a running flow.
Action
Complete StepCompletes a step in a flow, optionally with a note.
Action
Create AccountCreates a client account (company) in Moxo.
Action
Create Group ConversationCreates a group conversation with the given participants.
Action
Create UserCreates an internal team member or an external (client) user in Moxo, optionally sending an invitation.
Action
Deactivate UserDeactivates a Moxo user so they can no longer sign in.
Action
Get AccountReturns one client account with its users.
Action
Get ActionReturns one action with its status and assignees.
Action
Get FlowReturns one flow with its template, status and progress.
Action
Get UserReturns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
Action
List AccountsReturns the client accounts (companies) in your Moxo organization.
Action
List ConversationsReturns your conversations.
Action
List Data TablesReturns your data tables with their columns.
Action
List FlowsReturns flows, optionally filtered by status, template, account or search term.
Action
List TemplatesReturns the flow templates in your Moxo organization.
Action
Post Flow Chat MessagePosts a chat message in a flow's conversation.
Action
Send ActionSends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
Action
Send Conversation MessageSends a message to a conversation.
Action
Start FlowStarts a new flow from a published Moxo template, optionally naming it and setting a due date.
Action
Update AccountUpdates a client account's name, domain or status.
Action
Update UserUpdates a Moxo user's profile: name, title, department, phone or account.
Trigger
New Aftersale LeadTriggers when a new aftersale lead is created in Walcu CRM.
Trigger
New Appraisal LeadTriggers when a new appraisal lead is created in Walcu CRM.
Trigger
New ClientTriggers when a new client is created in Walcu CRM.
Trigger
New Sale LeadTriggers when a new sale lead is created in Walcu CRM.
Trigger
New TaskTriggers when a new task is created in Walcu CRM.
Action
Create AftersaleleadCreates a new aftersale lead in Walcu CRM.
Action
Create AppraisalleadCreates a new appraisal lead in Walcu CRM.
Action
Create CarCreates a new car in Walcu CRM.
Action
Create ClientCreates a new client in Walcu CRM.
Action
Create DateCreates a new appointment in Walcu CRM.
Action
Create NoteCreates a new note in Walcu CRM.
Action
Create OfferCreates a new offer in Walcu CRM.
Action
Create SaleleadCreates a new sale lead in Walcu CRM.
Action
Create TaskCreates a new task in Walcu CRM.
Action
Delete OfferDeletes a offer from Walcu CRM.
Action
List Aftersale LeadsReturns aftersale leads from Walcu CRM, optionally filtered by a search expression.
Action
List AppointmentsReturns appointments from Walcu CRM, optionally filtered by a search expression.
Action
List Appraisal LeadsReturns appraisal leads from Walcu CRM, optionally filtered by a search expression.
Action
List CarsReturns cars from Walcu CRM, optionally filtered by a search expression.
Action
List ClientsReturns clients from Walcu CRM, optionally filtered by a search expression.
Action
List NotesReturns notes from Walcu CRM, optionally filtered by a search expression.
Action
List OffersReturns offers from Walcu CRM, optionally filtered by a search expression.
Action
List Sale LeadsReturns sale leads from Walcu CRM, optionally filtered by a search expression.
Action
List TasksReturns tasks from Walcu CRM, optionally filtered by a search expression.
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 Moxo
Moxo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Moxo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Moxo to StripeStripe is a payment processing platform for online businesses.
Moxo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Moxo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Moxo to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Walcu CRM
HubSpot to Walcu CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Walcu CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Walcu CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Walcu CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Walcu CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Walcu CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Moxo and Walcu CRM, answered
What can start an automation from Moxo?
Any of Moxo's 2 triggers in the catalog, including New Account and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Walcu CRM when something happens in Moxo?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Moxo?
Yes. When something happens in Walcu CRM, your agent can act in Moxo too. This page covers both directions: Walcu CRM's triggers and Moxo's actions are listed here as well.
Do I have to build a connector for Moxo or Walcu 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 Moxo and Walcu 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.