Integration
Connect Nifty and OnePageCRM
When something happens in Nifty or OnePageCRM, your agent does the next thing in the other. Describe it 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 Nifty and OnePageCRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Nifty and OnePageCRM can do together
From Nifty to OnePageCRM
When New Doc in Nifty
then Create Call in OnePageCRM
From OnePageCRM to Nifty
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 Nifty and OnePageCRM
Triggers and actions 19 triggers · 26 actions
- New Doc
Triggers when a new doc is created.
- New Message
Triggers when a new message is sent.
- New Milestone
Triggers when a new milestone is created.
- New Portfolio
Triggers when a new portfolio is created.
- New Project
Triggers when a new project is created.
- New Status
Triggers when a new status is created.
- New Subtask
Triggers when a new subtask is created.
- New Tag
Triggers when a new tag is created.
- New Task
Triggers when a new task is created.
- Task Is Completed
Triggers when a task is completed.
- Create Document
Creates a Nifty document in a project, optionally seeding its body from Markdown.
- Create Milestone
Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.
- Create Portfolio
Creates a portfolio (a team-level grouping of projects) in Nifty.
- Create Project
Creates a new project.
- Create Status
Creates a status column (Kanban column / list stage) in a Nifty project.
- Create Subtask
Creates a new subtask.
- Create Tag
Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.
- Create Task
Creates a new task.
- Get Document
Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.
- Get Message
Retrieve a single Nifty message (chat message or comment) by its ID.
- Get Milestone
Retrieve a single milestone by its id, including its custom-field values.
- Get Project
Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.
- Get Status
Retrieve a single Nifty status column by its id.
- Get Tag
Retrieves a single tag (Nifty label) by id.
- Send Message
Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.
- Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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
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Questions
Nifty and OnePageCRM, answered
What can start an automation from Nifty?
Any of Nifty's 10 triggers in the catalog, including New Doc, New Message, New Milestone and New Portfolio. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in Nifty?
Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnePageCRM to Nifty?
Yes. When something happens in OnePageCRM, your agent can act in Nifty too. This page covers both directions: OnePageCRM's triggers and Nifty's actions are listed here as well.
Do I have to build a connector for Nifty or OnePageCRM?
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.
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.