# Connect OneDeck to Priority

When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Add record** in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running.

OneDeck **2** triggers OneDeck **14** actions Priority **16** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want OneDeck and Priority to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 OneDeck can start in Priority

- When **Record Created** in OneDeck then **Add record** in Priority
- When **Record Updated** in OneDeck then **Update record** in Priority

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 Priority

## Triggers and actions 2 triggers · 30 actions

- Trigger

**Record Created**

Triggers when a new record is created on the selected OneDeck board.

- Trigger

**Record Updated**

Triggers when a record on the chosen OneDeck board is created or updated.

- Action

**Add attachment**

Uploads a file and attaches it to a record on a OneDeck board.

- Action

**Add board**

Creates a new board in a OneDeck workspace, with a default table view.

- Action

**Add field**

Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

- Action

**Add workspace**

Creates a new workspace in your OneDeck account.

- Action

**Create Record**

Creates a new record on a OneDeck board, with a name and optional field values.

- Action

**Find Record**

Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

- Action

**Get record**

Returns one record from a board, including its field values, attachments and share link.

- Action

**List fields**

Returns every field defined on a OneDeck board, including its type and option settings.

- Action

**List records**

Returns the records on a OneDeck board, optionally filtered by field values or search text.

- Action

**List users**

Returns every user in the OneDeck account with their name, email, status and role.

- Action

**List workspaces**

Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

- Action

**Update board**

Renames a board, moves it to another workspace, or both.

- Action

**Update Record**

Updates the name and field values of an existing record on a OneDeck board.

- Action

**Update workspace**

Renames a workspace or changes its icon. Only the values you fill in are changed.

- Action

**Add record**

Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

- Action

**Add Shipping Charges to an Order**

Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

- Action

**Create a New Sales Order**

Creates a sales order for a customer in Priority, optionally with order lines.

- Action

**Create Exist Customer Sales Order**

Creates a sales order in Priority for an existing customer, optionally with order lines.

- Action

**Create Potential Customer**

Creates a potential customer record in Priority.

- Action

**Delete record**

Deletes a record from a Priority form, such as a customer or an order, by its key.

- Action

**Find Customer by Email**

Finds customers in Priority whose email address matches the one you provide.

- Action

**Find records by filter**

Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

- Action

**Find the Country Name by Two Letter Code**

Looks up a country in Priority by its two-letter code and returns the country's name.

- Action

**Get Campaigns**

Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

- Action

**Get Customers**

Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

- Action

**Get Lead Types**

Returns the lead types defined in Priority, optionally filtered and sorted.

- Action

**Get record**

Returns a single record from a Priority form (such as a customer or order) by its key.

- Action

**List records**

Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

- Action

**Update record**

Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

- Action

**Update Sales Order Status**

Changes the status of an existing sales order in Priority.

## Each app on its own

- [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck)
- [ **Priority** Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their...](https://apiant.ai/connections/priority)

Reviews

## What our customers say

## More from OneDeck

- [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce)
- [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack)
- [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe)
- [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify)
- [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online)
- [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive)

## More into Priority

- [ **HubSpot to Priority** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-priority)
- [ **Salesforce to Priority** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-priority)
- [ **Slack to Priority** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-priority)
- [ **Google Sheets to Priority** Google Sheets](https://apiant.ai/connect/google-sheets-to-priority)
- [ **Gmail to Priority** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-priority)
- [ **Google Calendar to Priority** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-priority)

Questions

## OneDeck and Priority, 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 Priority when something happens in OneDeck?

Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Priority to OneDeck?

Priority has no triggers in the catalog today, so automations start in OneDeck. If you need the other direction, ask: your agent reads Priority's API documentation and adds it.

###

### Do I have to build a connector for OneDeck or Priority?

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.

###

### 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.
