Integration
Connect OnePageCRM and Simplero
When Completed Next Action fires in OnePageCRM, your agent runs Create or Update Contact in Simplero, or New Purchase in Simplero to Create Contact in OnePageCRM. 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 Simplero 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Simplero can do together
From OnePageCRM to Simplero
When Completed Next Action in OnePageCRM
then Create or Update Contact in Simplero
From Simplero to OnePageCRM
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 Simplero
Triggers and actions 11 triggers · 26 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.
- New Purchase
Triggers when a new purchase is made in Simplero.
- Tag Added to Contact
Triggers when a tag is added to a Simplero contact.
- Add Purchase
Creates a purchase of a product for a Simplero contact without payment.
- Create or Update Contact
Creates a Simplero contact, or updates the existing contact with that email.
- Find Contact by Email
Finds Simplero contacts by email address.
- Get Contact
Returns one Simplero contact by ID.
- Issue Points for a Contact
Issues points (credits) to a Simplero contact.
- List Automations
Returns the automations in your Simplero account.
- List Lists
Returns the email lists in your Simplero account.
- List Products
Returns the products in your Simplero account.
- List Tags
Returns the tags in your Simplero account.
- Remove Subscription From a List
Unsubscribes a Simplero contact from an email list.
- Remove Tag From Contact
Removes a tag from a Simplero contact.
- Start an Automation for Existing Customer
Starts a Simplero automation for an existing contact.
- Subscribe to a List
Subscribes a Simplero contact to an email list.
- Tag Existing Contact
Adds a tag to an existing Simplero contact.
- Update Contact
Updates a Simplero contact's name, email or phone number.
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 Simplero, 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 Simplero when something happens in OnePageCRM?
Any of Simplero's 15 actions, including Create or Update Contact, Update Contact, Add Purchase and Find Contact by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplero to OnePageCRM?
Yes. When something happens in Simplero, your agent can act in OnePageCRM too. This page covers both directions: Simplero's triggers and OnePageCRM's actions are listed here as well.
Do I have to build a connector for OnePageCRM or Simplero?
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 Simplero 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.