--- title: "Connect OnePageCRM to ApproveThis - APIANT.ai" description: "When \"Completed Next Action\" fires in OnePageCRM, your agent runs \"Create Request\" in ApproveThis." canonical: "https://apiant.ai/connect/onepagecrm-to-approvethis" --- # Connect OnePageCRM to ApproveThis When **Completed Next Action** fires in [OnePageCRM](https://apiant.ai/connections/onepagecrm), your agent runs **Create Request** in [ApproveThis](https://apiant.ai/connections/approvethis). Describe the whole flow and it is built, tested on every scenario and kept running. OnePageCRM **9** triggers OnePageCRM **11** actions ApproveThis **3** 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 ApproveThis 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 ApproveThis - When **Completed Next Action** in OnePageCRM then **Create Request** in ApproveThis - When **New Call** in OnePageCRM then **Get Request** in ApproveThis 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 ApproveThis ## Triggers and actions 9 triggers · 14 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 **Create Request** Creates a new approval request in ApproveThis from one of your templates, filled with the field values you supply. - Action **Get Request** Returns an approval request (workflow) by its ID, including its status and field values. - Action **List Templates** Lists the approval templates in the ApproveThis account. ## Each app on its own - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) - [ **ApproveThis** ApproveThis approval management makes it easy to manage approvals with anyone inside or outside your...](https://apiant.ai/connections/approvethis) 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 ApproveThis - [ **HubSpot to ApproveThis** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-approvethis) - [ **Salesforce to ApproveThis** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-approvethis) - [ **Slack to ApproveThis** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-approvethis) - [ **Google Sheets to ApproveThis** Google Sheets](https://apiant.ai/connect/google-sheets-to-approvethis) - [ **Gmail to ApproveThis** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-approvethis) - [ **Google Calendar to ApproveThis** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-approvethis) Questions ## OnePageCRM and ApproveThis, 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 ApproveThis when something happens in OnePageCRM? Any of ApproveThis's 3 actions, including Create Request, Get Request and List Templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ApproveThis to OnePageCRM? ApproveThis has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads ApproveThis's API documentation and adds it. ### ### Do I have to build a connector for OnePageCRM or ApproveThis? 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 ApproveThis 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.