Integration
Connect OnePageCRM to Lumin
When Completed Next Action fires in OnePageCRM, your agent runs Send reminder emails in Lumin. 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 OnePageCRM and Lumin 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 OnePageCRM can start in Lumin
When Completed Next Action in OnePageCRM
then Send reminder emails in Lumin
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 Lumin
Triggers and actions 9 triggers · 33 actions
- 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.
- Add agreement
Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.
- Add space
Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.
- Cancel signature request
Cancels a pending signature request so its signers can no longer sign it.
- Compress document
Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.
- Generate document from template
Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.
- Get agreement file
Returns a temporary download link for an AgreementGen document's PDF file.
- Get signature request
Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.
- Get signature request file
Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.
- Get signing link
Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.
- Get template
Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.
- List spaces
Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.
- List templates
Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.
- List workspace members
Returns the members of your Lumin workspace, with each member's email, name, role and join date.
- Merge documents
Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.
- Send reminder emails
Sends reminder emails to selected signers of a signature request who still need to sign.
- Send signature request
Creates a signature request for a document (by file URL) and emails it to the signers you list.
- Send signature request from template
Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.
- Split document
Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).
- Summarize document
Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.
- Translate document
Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.
- Update signature request
Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.
- Upload File
Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.
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
OnePageCRM and Lumin, 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 Lumin when something happens in OnePageCRM?
Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lumin to OnePageCRM?
Lumin has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it.
Do I have to build a connector for OnePageCRM or Lumin?
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 Lumin 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.