Integration
Connect Outlign and CrewForm
When Milestone Created fires in Outlign, your agent runs Send Task to AI Agent in CrewForm, or AI Agent Task Failed in CrewForm to Create Task in Outlign. 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 Outlign and CrewForm 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 Outlign and CrewForm can do together
From Outlign to CrewForm
When Milestone Created in Outlign
then Send Task to AI Agent in CrewForm
From CrewForm to Outlign
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 Outlign and CrewForm
Triggers and actions 9 triggers · 23 actions
- Milestone Created
Triggers when a new milestone is created.
- Milestone Updated
Triggers when a milestone is updated.
- New Client
Triggers when a new client is created.
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created.
- Section Updated
Triggers when a section / phase is updated.
- Task Completed
Triggers when a task is marked as completed.
- Task Due Date Updated
Triggers when a task's due date is updated.
- Create Client
Creates a new client.
- Create Milestone
creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).
- Create Project
Creates a new project from scratch.
- Create Section
Creates a new section / phase in a project.
- Create Task
Creates a new task in a project.
- Find Client
Finds a client by name.
- Find Project
Finds a project by name within a specific client.
- Find Section
Finds sections / phases by title within a specific project.
- Find Task
Finds tasks by title within a specific section.
- Get Milestone
Returns a milestone with its title, due date, description, color and project.
- Update Milestone
updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.
- Update Section
updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.
- Update Task
updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.
- AI Agent Task Failed
Triggers when a CrewForm AI agent task fails.
- Add agent
Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.
- Delete agent
Deletes an AI agent from your CrewForm workspace.
- Delete task
Deletes a task from your CrewForm workspace.
- Get agent
Returns a single CrewForm agent by its id, including its model, prompt and settings.
- Get task
Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.
- List agents
Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.
- List tasks
Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.
- Send Task to AI Agent
Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.
- Update agent
Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.
- Update task
Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.
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
More from Outlign
Outlign to HippoHippo is a customer support and engagement automation tool that helps you create tickets, campaigns and...
Outlign to Zoho SignZoho Sign is a complete digital signature app for generating and managing legally binding business documents...
Outlign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Outlign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Outlign to StripeStripe is a payment processing platform for online businesses.
Outlign to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into CrewForm
ActiveCampaign to CrewFormActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CrewFormOrganize anything with Airtable, a modern database created for everyone.
Asana to CrewFormAsana is a collaborative information manager for workspace.
ClickUp to CrewFormClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to CrewFormBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CrewFormCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Outlign and CrewForm, answered
What can start an automation from Outlign?
Any of Outlign's 8 triggers in the catalog, including Milestone Created, Milestone Updated, New Client and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CrewForm when something happens in Outlign?
Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CrewForm to Outlign?
Yes. When something happens in CrewForm, your agent can act in Outlign too. This page covers both directions: CrewForm's triggers and Outlign's actions are listed here as well.
Do I have to build a connector for Outlign or CrewForm?
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 Outlign and CrewForm 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.