--- title: "Connect noCRM.io to DocsBot AI - APIANT.ai" description: "When \"Lead Status Changed\" fires in noCRM.io, your agent runs \"Add lead\" in DocsBot AI." canonical: "https://apiant.ai/connect/nocrm-io-to-docsbot-ai" --- # Connect noCRM.io to DocsBot AI When **Lead Status Changed** fires in [noCRM.io](https://apiant.ai/connections/nocrm-io), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running. noCRM.io **8** triggers noCRM.io **16** actions DocsBot AI **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 noCRM.io and DocsBot AI 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 noCRM.io can start in DocsBot AI - When **Lead Status Changed** in noCRM.io then **Add lead** in DocsBot AI - When **New Client Folder** in noCRM.io then **Chat Agent Message (Recommended)** in DocsBot AI 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 noCRM.io and DocsBot AI ## Triggers and actions 8 triggers · 29 actions - Trigger **Lead Status Changed** Triggers when a specific status of the lead is changed. - Trigger **New Client Folder** Triggers when a client folder is created. - Trigger **New Deleted Lead** Triggers when a lead is deleted. This trigger only works for Expert edition and above. - Trigger **New Lead** Triggers when a lead is created. - Trigger **New Lead Assigned** Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above. - Trigger **New Lead Comment** Triggers when a lead is comment on. This trigger only works for Expert edition and above. - Trigger **New Lead Content or Title Changed** Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above. - Trigger **New Prospect** Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above. - Action **Add Attachment** Add an attachment to a lead - Action **Add Comment** Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Add Tags** Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Assign Lead** Assign the lead to a user - Action **Call Simplified API** Call our simplified API to interact with your data - Action **Change Lead's Title** Change the title of a lead - Action **Change Status** Change the status of a lead to Standby, Won, Cancelled or Lost - Action **Change Step** Change the step of a lead - Action **Create Lead** Creates a new lead. - Action **Create Prospect** Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above. - Action **Delete Lead** Moves a lead to the trash. - Action **Find Lead** Finds a lead from an email address. - Action **Get Lead** Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields. - Action **Log an Activity** Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Set Amount and Probability** Set the amount and the probability of a lead - Action **Set the Estimated Closing Date** Set the estimated closing date on a lead - Action **Add bot** Creates a new DocsBot bot in a team, optionally copying sources from an existing bot. - Action **Add lead** Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record. - Action **Add source** Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot. - Action **Ask Question (Legacy)** Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history. - Action **Chat Agent Message (Recommended)** Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history. - Action **Create Web Source** Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source. - Action **Delete bot** Permanently deletes a bot from a DocsBot team. - Action **Delete lead** Deletes one captured lead record from a DocsBot bot. - Action **Delete source** Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards. - Action **Get bot** Returns one DocsBot bot with its settings, model, status and source counts. - Action **List bots** Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted. - Action **Semantic Search** Searches a bot's trained content and returns the most relevant source chunks for a natural-language query. - Action **Update bot** Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed. ## Each app on its own - [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io) - [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai) Reviews ## What our customers say ## More from noCRM.io - [ **noCRM.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nocrm-io-to-salesforce) - [ **noCRM.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nocrm-io-to-slack) - [ **noCRM.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nocrm-io-to-stripe) - [ **noCRM.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nocrm-io-to-shopify) - [ **noCRM.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nocrm-io-to-quickbooks-online) - [ **noCRM.io to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nocrm-io-to-pipedrive) ## More into DocsBot AI - [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai) - [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai) - [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai) - [ **Google Sheets to DocsBot AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsbot-ai) - [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai) - [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai) Questions ## noCRM.io and DocsBot AI, answered ### ### What can start an automation from noCRM.io? Any of noCRM.io's 8 triggers in the catalog, including Lead Status Changed, New Client Folder, New Deleted Lead and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsBot AI when something happens in noCRM.io? Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsBot AI to noCRM.io? DocsBot AI has no triggers in the catalog today, so automations start in noCRM.io. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it. ### ### Do I have to build a connector for noCRM.io or DocsBot AI? 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 noCRM.io and DocsBot AI 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.