--- title: "Connect Previsto to Tower CRM - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Create Contact\" in Tower CRM." canonical: "https://apiant.ai/connect/previsto-to-tower-crm" --- # Connect Previsto to Tower CRM When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Create Contact** in [Tower CRM](https://apiant.ai/connections/tower-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **13** actions Tower CRM **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Previsto and Tower 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 Previsto can start in Tower CRM - When **Completed Assignment** in Previsto then **Create Contact** in Tower CRM - When **Created Agreement** in Previsto then **Update Contact** in Tower 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 Previsto and Tower CRM ## Triggers and actions 5 triggers · 25 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. - Action **Add Company** Creates a new company record. - Action **Create Contact** Creates a new contact. - Action **Find and Update or Create Contact** Finds a contact by email. If found, updates the fields you supply (unless updating is turned off); otherwise creates a new contact. - Action **Find and Update or Create Deal** Finds an existing deal by policy number, title, contact, or insured name — updates it if found, creates it if not. - Action **Get Company** Retrieves a single company by id. - Action **Get Contact** Retrieves a single contact by id. - Action **Get Deal** Retrieves a single deal by its ID. - Action **List Companies** Lists companies in the Tower CRM workspace, newest first, optionally filtered by name or creation date. - Action **List Contacts** Lists contacts in the workspace, most recently updated first, optionally filtered by email, created date or updated date. - Action **Update Company** Updates whitelisted fields on an existing company by id. - Action **Update Contact** Updates whitelisted fields on an existing contact by id. - Action **Update Deal** Updates whitelisted fields on an existing deal by id. ## Each app on its own - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **Tower CRM** Tower CRM is a modern CRM for managing contacts, companies, deals, and automations — built for fast-moving...](https://apiant.ai/connections/tower-crm) Reviews ## What our customers say ## More from Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## More into Tower CRM - [ **HubSpot to Tower CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tower-crm) - [ **Salesforce to Tower CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tower-crm) - [ **Slack to Tower CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tower-crm) - [ **Google Sheets to Tower CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tower-crm) - [ **Gmail to Tower CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tower-crm) - [ **Google Calendar to Tower CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tower-crm) Questions ## Previsto and Tower CRM, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tower CRM when something happens in Previsto? Any of Tower CRM's 12 actions, including Create Contact, Update Company, Update Contact and Update Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tower CRM to Previsto? Tower CRM has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Tower CRM's API documentation and adds it. ### ### Do I have to build a connector for Previsto or Tower 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 Previsto and Tower 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.