Integration
Connect OnePageCRM to RotaCloud
When something happens in OnePageCRM, your agent does the next thing in RotaCloud. Describe it 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 RotaCloud to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 RotaCloud
When Completed Next Action in OnePageCRM
then Create Leave in RotaCloud
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 RotaCloud
Triggers and actions 9 triggers · 34 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.
- Assign User to Location
Adds a RotaCloud user to a location, keeping the locations they are already assigned to.
- Assign User to Role
Adds a role to a RotaCloud user's roles, keeping the roles they already have.
- Create Leave
Creates leave within RotaCloud.
- Create Location
Creates a location within RotaCloud.
- Create Role
Creates a role within RotaCloud.
- Create Shift
Creates a shift within RotaCloud.
- Create User
Creates a user within RotaCloud.
- Delete Location
Deletes a location from the RotaCloud account.
- Delete Role
Deletes a role from the RotaCloud account.
- Delete User
Deletes a user from the RotaCloud account.
- Find Leave by ID
Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found.
- Find Location by ID
Returns the RotaCloud location with the specified ID.
- Find Location by Name
Returns the RotaCloud locations whose name matches the specified name (case-insensitive).
- Find Role by ID
Returns the RotaCloud role with the specified ID.
- Find Role by Name
Returns the roles whose name matches the specified name.
- Find Shift by ID
Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found.
- Find User by Email
Returns the RotaCloud user whose email address matches the specified email.
- Find User by ID
Retrieves a single RotaCloud user by their ID.
- Unassign User From Location
Removes a user from one location in RotaCloud, keeping their other location assignments.
- Unassign User From Role
Unssigns a user from a role within RotaCloud.
- Update Location
Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged.
- Update Role
Updates a role within RotaCloud.
- Update User
Updates an existing user by ID
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 RotaCloud, 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 RotaCloud when something happens in OnePageCRM?
Any of RotaCloud's 23 actions, including Create Leave, Create Location, Create Role and Create Shift. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RotaCloud to OnePageCRM?
RotaCloud has no triggers in the catalog today, so automations start in OnePageCRM. If you need the other direction, ask: your agent reads RotaCloud's API documentation and adds it.
Do I have to build a connector for OnePageCRM or RotaCloud?
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.