Integration
Connect NotePM to ForceManager CRM
When New Comment fires in NotePM, your agent runs Add contact in ForceManager CRM. 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 NotePM and ForceManager 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 NotePM can start in ForceManager CRM
When New Comment in NotePM
then Add contact in ForceManager CRM
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 NotePM and ForceManager CRM
Triggers and actions 4 triggers · 46 actions
- New Comment
Triggers when a new comment is added to a NotePM page.
- New Note
Triggers when a new note is created in your NotePM team.
- New Page
Triggers when a new page is created in NotePM.
- New Page or Updated Page
Triggers when a NotePM page is created or updated.
- Archive Note
Archives a NotePM note.
- Create Comment
Adds a comment to a NotePM page.
- Create Folder
Creates a folder in a NotePM note.
- Create Note
Creates a note in your NotePM team.
- Create Page
Creates a page in a NotePM note.
- Create Tag
Creates a tag in NotePM.
- Delete Note
Deletes a NotePM note.
- Delete Page
Deletes a NotePM page.
- Get Note
Returns one NotePM note by its note code, including its name, description, scope and members.
- Get Page
Returns one NotePM page with its title, body and tags.
- Get User
Returns one NotePM user by user code.
- List Folders
Returns the folders in a NotePM note.
- List Notes
Returns the notes in your NotePM team.
- List Tags
Returns the tags in your NotePM team with their page counts.
- List Users
Returns the users in your NotePM team.
- Search Pages
Searches NotePM pages by text, note or tag.
- Update Note
Updates a NotePM note's name, description or scope.
- Update Page
Updates a NotePM page's title or body.
- Add account
Create an account (company/person).
- Add activity
Create an activity.
- Add calendar event
Create a calendar event.
- Add call
Log a call.
- Add contact
Create a contact.
- Add opportunity
Create an opportunity.
- Add product
Create a product.
- Add sales order
Create an order header.
- Delete account
Delete an account.
- Delete contact
Delete a contact.
- Delete opportunity
Delete an opportunity.
- Get account
Get an account by ID.
- Get activity
Get an activity by ID.
- Get call
Retrieves a single call record by id.
- Get contact
Get a contact by ID.
- Get opportunity
Get an opportunity by ID.
- Get sales order
Returns one sales order header by id.
- List accounts
List accounts, paginated, with optional filters.
- List activities
List activities.
- List calendar events
List calendar events.
- List contacts
List contacts.
- List opportunities
List opportunities.
- List products
List products.
- List users
List users.
- Update account
Update an account.
- Update activity
Update an activity.
- Update contact
Update a contact.
- Update opportunity
Update an opportunity.
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
NotePM and ForceManager CRM, answered
What can start an automation from NotePM?
Any of NotePM's 4 triggers in the catalog, including New Comment, New Note, New Page and New Page or Updated Page. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ForceManager CRM when something happens in NotePM?
Any of ForceManager CRM's 28 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ForceManager CRM to NotePM?
ForceManager CRM has no triggers in the catalog today, so automations start in NotePM. If you need the other direction, ask: your agent reads ForceManager CRM's API documentation and adds it.
Do I have to build a connector for NotePM or ForceManager 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 NotePM and ForceManager 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.