--- title: "Connect noCRM.io and Outlign - APIANT.ai" description: "When \"Lead Status Changed\" fires in noCRM.io, your agent runs \"Create Task\" in Outlign, or \"Milestone Created\" in Outlign to \"Create Lead\" in noCRM.io." canonical: "https://apiant.ai/connect/nocrm-io-to-outlign" --- # Connect noCRM.io and Outlign When **Lead Status Changed** fires in [noCRM.io](https://apiant.ai/connections/nocrm-io), your agent runs **Create Task** in [Outlign](https://apiant.ai/connections/outlign), or **Milestone Created** in Outlign to **Create Lead** in noCRM.io. Describe the whole flow and it is built, tested on every scenario and kept running. noCRM.io **8** triggers noCRM.io **16** actions Outlign **8** triggers Outlign **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 Outlign 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 and Outlign can do together ### From noCRM.io to Outlign - When **Lead Status Changed** in noCRM.io then **Create Task** in Outlign - When **New Client Folder** in noCRM.io then **Create Client** in Outlign ### From Outlign to noCRM.io - When **Milestone Created** in Outlign then **Create Lead** in noCRM.io - When **Milestone Updated** in Outlign then **Assign Lead** in noCRM.io 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 Outlign ## Triggers and actions 16 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 - Trigger **Milestone Created** Triggers when a new milestone is created. - Trigger **Milestone Updated** Triggers when a milestone is updated. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Section Updated** Triggers when a section / phase is updated. - Trigger **Task Completed** Triggers when a task is marked as completed. - Trigger **Task Due Date Updated** Triggers when a task's due date is updated. - Action **Create Client** Creates a new client. - Action **Create Milestone** creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id). - Action **Create Project** Creates a new project from scratch. - Action **Create Section** Creates a new section / phase in a project. - Action **Create Task** Creates a new task in a project. - Action **Find Client** Finds a client by name. - Action **Find Project** Finds a project by name within a specific client. - Action **Find Section** Finds sections / phases by title within a specific project. - Action **Find Task** Finds tasks by title within a specific section. - Action **Get Milestone** Returns a milestone with its title, due date, description, color and project. - Action **Update Milestone** updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated. - Action **Update Section** updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated. - Action **Update Task** updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed. ## 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) - [ **Outlign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connections/outlign) 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 Outlign - [ **HubSpot to Outlign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-outlign) - [ **Google Sheets to Outlign** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-outlign) - [ **Gmail to Outlign** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-outlign) - [ **Google Calendar to Outlign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-outlign) - [ **Google Drive to Outlign** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-outlign) - [ **Mailchimp to Outlign** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-outlign) Questions ## noCRM.io and Outlign, 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 Outlign when something happens in noCRM.io? Any of Outlign's 13 actions, including Create Client, Create Milestone, Create Project and Create Section. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Outlign to noCRM.io? Yes. When something happens in Outlign, your agent can act in noCRM.io too. This page covers both directions: Outlign's triggers and noCRM.io's actions are listed here as well. ### ### Do I have to build a connector for noCRM.io or Outlign? 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 Outlign 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.