Integration
Connect noCRM.io and Tidely
When Lead Status Changed fires in noCRM.io, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Create Lead in noCRM.io. 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 noCRM.io and Tidely 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 noCRM.io and Tidely can do together
From noCRM.io to Tidely
When Lead Status Changed in noCRM.io
then Update Invoice in Tidely
From Tidely to 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 Tidely
Triggers and actions 10 triggers · 41 actions
- Lead Status Changed
Triggers when a specific status of the lead is changed.
- New Client Folder
Triggers when a client folder is created.
- New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
- New Lead
Triggers when a lead is created.
- New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
- New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
- 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 .
- 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 .
- Add Attachment
Add an attachment to a lead
- Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Assign Lead
Assign the lead to a user
- Call Simplified API
Call our simplified API to interact with your data
- Change Lead's Title
Change the title of a lead
- Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
- Change Step
Change the step of a lead
- Create Lead
Creates a new lead.
- Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
- Delete Lead
Moves a lead to the trash.
- Find Lead
Finds a lead from an email address.
- 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.
- Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Set Amount and Probability
Set the amount and the probability of a lead
- Set the Estimated Closing Date
Set the estimated closing date on a lead
- New Bank Account Transaction
Triggers when a new transaction is added to a bank account.
- New Invoice
Triggers when a new sales or purchase invoice is added.
- Create Category
Creates an income or expense category.
- Delete Bank Account
Deletes a bank account.
- Delete Bank Account Transaction
Deletes a bank account transaction.
- Delete Category
Deletes a category.
- Delete Invoice
Deletes an invoice.
- Delete Plans
Deletes all plan values of a category in a scenario.
- Get Bank Account
Returns one bank account.
- Get Bank Account Transaction
Returns one bank account transaction.
- Get Cashflow
Returns the cashflow per period for a scenario and date range.
- Get Category
Returns one category.
- Get Company
Returns one company.
- Get Invoice
Returns one invoice.
- Get Scenario
Returns one planning scenario.
- Import Invoice
Creates an invoice in Tidely.
- Import Plan
Creates a plan value in Tidely.
- List Bank Account Balances
Returns the daily balances of a bank account.
- List Bank Accounts
Returns the company's bank accounts.
- List Bank Account Transactions
Returns the transactions of a bank account.
- List Categories
Returns the income and expense categories.
- List Companies
Returns the companies the API key can access.
- List Scenarios
Returns the company's planning scenarios.
- Update Bank Account
Updates a bank account.
- Update Bank Account Transaction
Updates a bank account transaction.
- Update Category
Renames a category or changes its type.
- Update Invoice
Updates an invoice's fields.
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
noCRM.io and Tidely, 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 Tidely when something happens in noCRM.io?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to noCRM.io?
Yes. When something happens in Tidely, your agent can act in noCRM.io too. This page covers both directions: Tidely's triggers and noCRM.io's actions are listed here as well.
Do I have to build a connector for noCRM.io or Tidely?
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 Tidely 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.