Integration
Connect OneDeck and OnePageCRM
When Record Created fires in OneDeck, your agent runs Create Contact in OnePageCRM, or Completed Next Action in OnePageCRM to Create Record in OneDeck. 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 OneDeck and OnePageCRM 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)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 OneDeck and OnePageCRM can do together
From OneDeck to OnePageCRM
When Record Created in OneDeck
then Create Contact in OnePageCRM
From OnePageCRM to OneDeck
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 OneDeck and OnePageCRM
Triggers and actions 11 triggers · 25 actions
- Record Created
Triggers when a new record is created on the selected OneDeck board.
- Record Updated
Triggers when a record on the chosen OneDeck board is created or updated.
- Add attachment
Uploads a file and attaches it to a record on a OneDeck board.
- Add board
Creates a new board in a OneDeck workspace, with a default table view.
- Add field
Adds a new field (column) to a OneDeck board. The field is added to every view of the board.
- Add workspace
Creates a new workspace in your OneDeck account.
- Create Record
Creates a new record on a OneDeck board, with a name and optional field values.
- Find Record
Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.
- Get record
Returns one record from a board, including its field values, attachments and share link.
- List fields
Returns every field defined on a OneDeck board, including its type and option settings.
- List records
Returns the records on a OneDeck board, optionally filtered by field values or search text.
- List users
Returns every user in the OneDeck account with their name, email, status and role.
- List workspaces
Returns every workspace in the OneDeck account, with each workspace's id, name and icon.
- Update board
Renames a board, moves it to another workspace, or both.
- Update Record
Updates the name and field values of an existing record on a OneDeck board.
- Update workspace
Renames a workspace or changes its icon. Only the values you fill in are changed.
- 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
OneDeck and OnePageCRM, answered
What can start an automation from OneDeck?
Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OnePageCRM when something happens in OneDeck?
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 OneDeck?
Yes. When something happens in OnePageCRM, your agent can act in OneDeck too. This page covers both directions: OnePageCRM's triggers and OneDeck's actions are listed here as well.
Do I have to build a connector for OneDeck 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.
Can my AI client use OneDeck and OnePageCRM 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.