--- title: "Connect OnePageCRM to AddToWallet - APIANT.ai" description: "When \"Completed Next Action\" fires in OnePageCRM, your agent runs \"Add template\" in AddToWallet." canonical: "https://apiant.ai/connect/onepagecrm-to-addtowallet" --- # Connect OnePageCRM to AddToWallet When **Completed Next Action** fires in [OnePageCRM](https://apiant.ai/connections/onepagecrm), your agent runs **Add template** in [AddToWallet](https://apiant.ai/connections/addtowallet). Describe the whole flow and it is built, tested on every scenario and kept running. OnePageCRM **9** triggers OnePageCRM **11** actions AddToWallet **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want OnePageCRM and AddToWallet 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 OnePageCRM can start in AddToWallet - When **Completed Next Action** in OnePageCRM then **Add template** in AddToWallet - When **New Call** in OnePageCRM then **Create Digital Wallet Pass** in AddToWallet 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 OnePageCRM and AddToWallet ## Triggers and actions 9 triggers · 21 actions - Trigger **Closed Sales Cycle** Triggered when a sales cycle is closed — a deal is marked won or lost. - Trigger **Completed Next Action** Triggered when a next action is marked done in OnePageCRM. - Trigger **New Call** Triggered when a phone call is logged in OnePageCRM. - Trigger **New Contact** Triggered when a new contact is created in OnePageCRM. - Trigger **New Deal** Triggered when a new deal is created in OnePageCRM. - Trigger **New Next Action** Triggered when a new next action is created in OnePageCRM. - Trigger **New Note** Triggered when a new note is added to a contact in OnePageCRM. - Trigger **Updated Contact** Triggered when a contact is created or changed in OnePageCRM. - Trigger **Updated Deal** Triggered when a deal is created or changed in OnePageCRM. - Action **Close Sales Cycle** Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note. - Action **Create Call** Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link. - Action **Create Contact** Creates a contact in OnePageCRM, including your account's own custom fields. - Action **Create Deal** Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes. - Action **Create Next Action** Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee. - Action **Create Note** Adds a note to a contact's timeline in OnePageCRM. - Action **Find Contact** Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match. - Action **Find Deal** Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match. - Action **Find User** Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match. - Action **Update Contact** Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value. - Action **Update Deal** Updates a deal in OnePageCRM. Anything you leave blank keeps its current value. - Action **Add template** Creates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it. - Action **Create Digital Wallet Pass** Creates a new Apple Wallet and Google Wallet pass and returns its id and shareable link. - Action **Delete pass** Archives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets. - Action **Delete template** Deletes a dynamic pass template and queues removal of every wallet pass issued from it. - Action **Get credits** Returns the number of free and premium pass credits available on your AddToWallet account. - Action **Get template** Returns the full configuration of a dynamic pass template, including its placeholders and design elements. - Action **List templates** Returns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration. - Action **Select a Pass** Returns the wallet pass with the given ID from your AddToWallet account. - Action **Update pass** Updates an existing digital wallet pass. Only the details you fill in are changed. - Action **Update template** Updates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design. ## Each app on its own - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) - [ **AddToWallet** AddToWallet is a one stop platform to create and manage Apple & Google Wallet passes like coupons, loyalty...](https://apiant.ai/connections/addtowallet) Reviews ## What our customers say ## More from OnePageCRM - [ **OnePageCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onepagecrm-to-salesforce) - [ **OnePageCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onepagecrm-to-slack) - [ **OnePageCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onepagecrm-to-shopify) - [ **OnePageCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onepagecrm-to-quickbooks-online) - [ **OnePageCRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onepagecrm-to-pipedrive) - [ **OnePageCRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/onepagecrm-to-zoom) ## More into AddToWallet - [ **HubSpot to AddToWallet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-addtowallet) - [ **Salesforce to AddToWallet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-addtowallet) - [ **Slack to AddToWallet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-addtowallet) - [ **Google Sheets to AddToWallet** Google Sheets](https://apiant.ai/connect/google-sheets-to-addtowallet) - [ **Gmail to AddToWallet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-addtowallet) - [ **Google Calendar to AddToWallet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-addtowallet) Questions ## OnePageCRM and AddToWallet, answered ### ### What can start an automation from OnePageCRM? Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in AddToWallet when something happens in OnePageCRM? Any of AddToWallet's 10 actions, including Create Digital Wallet Pass, Update pass, Update template and Add template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from AddToWallet to OnePageCRM? AddToWallet has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads AddToWallet's API documentation and adds it. ### ### Do I have to build a connector for OnePageCRM or AddToWallet? 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 OnePageCRM and AddToWallet 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.