--- title: "Connect Overloop.ai to Cubo Crm - APIANT.ai" description: "When \"List Created\" fires in Overloop.ai, your agent runs \"Add deal\" in Cubo Crm." canonical: "https://apiant.ai/connect/overloop-ai-to-cubo-crm" --- # Connect Overloop.ai to Cubo Crm When **List Created** fires in [Overloop.ai](https://apiant.ai/connections/overloop-ai), your agent runs **Add deal** in [Cubo Crm](https://apiant.ai/connections/cubo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Overloop.ai **2** triggers Overloop.ai **17** actions Cubo Crm **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Overloop.ai and Cubo Crm 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 Overloop.ai can start in Cubo Crm - When **List Created** in Overloop.ai then **Add deal** in Cubo Crm - When **New Exclusion List Item** in Overloop.ai then **Update deal** in Cubo Crm 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 Overloop.ai and Cubo Crm ## Triggers and actions 2 triggers · 37 actions - Trigger **List Created** Triggers when a new list is created in Overloop.ai. - Trigger **New Exclusion List Item** Triggers when a new email address or domain is added to your Overloop exclusion list. - Action **Add list** Creates a new prospect or organization list in Overloop. - Action **Add Prospect to Campaign** Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment. - Action **Create Organization** Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields. - Action **Create Prospect** Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect. - Action **Delete list** Permanently deletes a list in Overloop. Prospects that were in the list are kept. - Action **Delete organization** Permanently deletes an organization in Overloop.ai. This cannot be undone. - Action **Delete prospect** Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone. - Action **Enroll Prospect** Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time. - Action **Exclude Prospect** Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list. - Action **Get organization** Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values. - Action **Get prospect** Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found. - Action **List automations** Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status. - Action **List users** Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users. - Action **Search List** Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists. - Action **Search Organization** Returns the organizations in Overloop.ai that match the name, website, email or other details you specify. - Action **Search Prospect** Returns the prospects that match the email, name, job title, location or engagement status you specify. - Action **Update list** Renames an existing Overloop list and returns the updated list. - Action **Add activity** Create an activity. POST activities; docs "Criar nova atividade". - Action **Add deal** Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio". - Action **Add note** Create a note (Anotação). POST notes; docs "Criar nova anotação". - Action **Add organization** Create an organization. POST organizations; docs "Criar nova organização". - Action **Add person** Create a person (Pessoa). POST on persons; docs "Criar nova pessoa". - Action **Add product** Create a product. POST products; docs "Criar novo produto". - Action **Delete deal** Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio". - Action **Delete person** Delete a person by ID. - Action **Get deal** Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID". - Action **Get organization** Get an organization by ID. - Action **Get person** Get a person by ID. - Action **List organizations** List all organizations. GET organizations; docs "Listar todas as organizações". - Action **List people** List all people. GET persons; docs "Listar todas as pessoas". - Action **List pipelines** List all pipelines (Funis). GET pipelines; docs "Listar todos os funis". - Action **List products** List all products. GET products; docs "Listar todos os produtos". - Action **List stages** List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID". - Action **Update activity** Update an activity by ID. - Action **Update deal** Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio". - Action **Update organization** Update an organization by ID. - Action **Update person** Update a person by ID. ## Each app on its own - [ **Overloop.ai** Overloop.ai is an AI-powered Sales Automation Platform that runs all your outbound campaigns 100%...](https://apiant.ai/connections/overloop-ai) - [ **Cubo Crm** Brazilian CRM/negotiation-management platform for sales pipelines, branded customer portals, and...](https://apiant.ai/connections/cubo-crm) Reviews ## What our customers say ## More from Overloop.ai - [ **Overloop.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/overloop-ai-to-salesforce) - [ **Overloop.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/overloop-ai-to-slack) - [ **Overloop.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/overloop-ai-to-stripe) - [ **Overloop.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/overloop-ai-to-shopify) - [ **Overloop.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/overloop-ai-to-quickbooks-online) - [ **Overloop.ai to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/overloop-ai-to-pipedrive) ## More into Cubo Crm - [ **HubSpot to Cubo Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cubo-crm) - [ **Salesforce to Cubo Crm** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cubo-crm) - [ **Slack to Cubo Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cubo-crm) - [ **Google Sheets to Cubo Crm** Google Sheets](https://apiant.ai/connect/google-sheets-to-cubo-crm) - [ **Gmail to Cubo Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cubo-crm) - [ **Google Calendar to Cubo Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cubo-crm) Questions ## Overloop.ai and Cubo Crm, answered ### ### What can start an automation from Overloop.ai? Any of Overloop.ai's 2 triggers in the catalog, including List Created and New Exclusion List Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cubo Crm when something happens in Overloop.ai? Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cubo Crm to Overloop.ai? Cubo Crm has no triggers in the catalog today, so automations start in Overloop.ai. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it. ### ### Do I have to build a connector for Overloop.ai or Cubo Crm? 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 Overloop.ai and Cubo Crm 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.