Integration
Connect Playbook Creative and Walcu CRM
When Asset Added fires in Playbook Creative, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM to Create Asset in Playbook Creative. 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 Playbook Creative and Walcu CRM 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 Playbook Creative and Walcu CRM can do together
From Playbook Creative to Walcu CRM
When Asset Added in Playbook Creative
then Create Client in Walcu CRM
From Walcu CRM to Playbook Creative
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 Playbook Creative and Walcu CRM
Triggers and actions 7 triggers · 37 actions
- Asset Added
Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
- Asset Updated in Board
Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
- Create Asset
Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
- Create Board
Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
- Create Organization
Creates a new Playbook organization (workspace) with the given name and returns its id and slug.
- Delete asset
Deletes an asset from a Playbook workspace.
- Delete board
Deletes a board from a Playbook workspace.
- Find Asset
Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
- Find Board
Returns the boards in a Playbook workspace whose title matches the text you search for.
- Get asset
Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
- Get board
Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.
- List assets
Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
- List boards
Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
- List organizations
Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
- List users
Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
- Move Asset
Moves one or more assets into a different board in a Playbook workspace.
- Update Asset
Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
- Update Asset Status
Sets the status of an asset in a Playbook workspace and returns the updated asset.
- Update asset tags
Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
- Update board
Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
- New Aftersale Lead
Triggers when a new aftersale lead is created in Walcu CRM.
- New Appraisal Lead
Triggers when a new appraisal lead is created in Walcu CRM.
- New Client
Triggers when a new client is created in Walcu CRM.
- New Sale Lead
Triggers when a new sale lead is created in Walcu CRM.
- New Task
Triggers when a new task is created in Walcu CRM.
- Create Aftersalelead
Creates a new aftersale lead in Walcu CRM.
- Create Appraisallead
Creates a new appraisal lead in Walcu CRM.
- Create Car
Creates a new car in Walcu CRM.
- Create Client
Creates a new client in Walcu CRM.
- Create Date
Creates a new appointment in Walcu CRM.
- Create Note
Creates a new note in Walcu CRM.
- Create Offer
Creates a new offer in Walcu CRM.
- Create Salelead
Creates a new sale lead in Walcu CRM.
- Create Task
Creates a new task in Walcu CRM.
- Delete Offer
Deletes a offer from Walcu CRM.
- List Aftersale Leads
Returns aftersale leads from Walcu CRM, optionally filtered by a search expression.
- List Appointments
Returns appointments from Walcu CRM, optionally filtered by a search expression.
- List Appraisal Leads
Returns appraisal leads from Walcu CRM, optionally filtered by a search expression.
- List Cars
Returns cars from Walcu CRM, optionally filtered by a search expression.
- List Clients
Returns clients from Walcu CRM, optionally filtered by a search expression.
- List Notes
Returns notes from Walcu CRM, optionally filtered by a search expression.
- List Offers
Returns offers from Walcu CRM, optionally filtered by a search expression.
- List Sale Leads
Returns sale leads from Walcu CRM, optionally filtered by a search expression.
- List Tasks
Returns tasks from Walcu CRM, optionally filtered by a search expression.
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
Playbook Creative and Walcu CRM, answered
What can start an automation from Playbook Creative?
Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Walcu CRM when something happens in Playbook Creative?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Playbook Creative?
Yes. When something happens in Walcu CRM, your agent can act in Playbook Creative too. This page covers both directions: Walcu CRM's triggers and Playbook Creative's actions are listed here as well.
Do I have to build a connector for Playbook Creative or Walcu 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 Playbook Creative and Walcu 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.