Integration
Connect Relate to Crisp
When Contact Created fires in Relate, your agent runs Create/Update Contact in Crisp. 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 Relate and Crisp 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 Relate can start in Crisp
When Contact Created in Relate
then Create/Update Contact in Crisp
When Entry Created in Relate
then Send Note Message in Crisp
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 Relate and Crisp
Triggers and actions 6 triggers · 34 actions
Trigger
Contact CreatedTriggers when a new contact is added in Relate.
Trigger
Entry CreatedTriggers when a new entry is added to a Relate list or process.
Trigger
Entry UpdatedTriggers when an entry in a Relate list or process is added or changed.
Trigger
New Recorded MeetingTriggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
Trigger
Note CreatedTriggers when a new note is added in Relate.
Trigger
Organization CreatedTriggers when a new organization is added in Relate.
Action
Create ContactCreates a contact in Relate from a first name and/or email address, optionally linked to an organization.
Action
Create NoteCreates a note on an organization in Relate, optionally linked to a deal.
Action
Create OrganizationCreates an organization in Relate from a name and/or website domain.
Action
Delete ContactDeletes a Relate contact.
Action
Delete NoteDeletes a note in Relate.
Action
Delete OrganizationDeletes a Relate organization.
Action
Find ContactFinds a contact in Relate by email address or phone number and returns the first match.
Action
Find Entry From Organization ProcessFinds an organization's entry in a Relate process by organization ID.
Action
Find NoteReturns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
Action
Find OrganizationReturns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
Action
Get ContactReturns one Relate contact by its ID.
Action
Get OrganizationReturns one Relate organization by its ID.
Action
Get RecordingReturns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
Action
Update ContactUpdates a Relate contact's name or email addresses.
Action
Update NoteUpdates a note's text or linked deal in Relate.
Action
Update OrganizationUpdates a Relate organization's name or domains.
Action
Add a User EventAdds an event (such as "Added item to basket") to a Crisp contact's timeline.
Action
Add Segments to ConversationAdds one or more segments (tags) to a Crisp conversation, keeping the segments it already has.
Action
Assign conversationAssigns a Crisp conversation to a chosen operator so it is routed to that person.
Action
Change Conversation StateChanges a Crisp conversation's state to resolved, unresolved or pending.
Action
Create ConversationCreates a new, empty conversation in your Crisp website and returns its session ID. It appears in the inbox once a user message is sent.
Action
Create/Update ContactCreates a Crisp contact (people profile) for the given email, or updates the existing contact with that email.
Action
Delete conversationPermanently removes a conversation from your Crisp website, identified by its session ID.
Action
Delete people profileRemoves a people profile (contact) from your Crisp website, identified by its people ID or email address.
Action
Get people profileReturns a Crisp contact profile, looked up by its people ID or email address.
Action
List conversationsReturns one page of up to 50 conversations in your Crisp inbox, optionally narrowed by search text, inbox, assignee, status or date.
Action
List messages in conversationReturns the messages in a Crisp conversation, with optional filters to read messages before, after or around a point in time.
Action
List operatorsReturns every operator who is a member of the Crisp website, with each operator's name, email, role and availability details.
Action
Mark messages as read in conversationMarks messages in a Crisp conversation as read, either specific messages or all of them.
Action
Search for a ProfileSearches the website's contact profiles by text (name, email and more) and returns the matching profiles.
Action
Search for ConversationSearches conversations in your Crisp website by text, segment or filter and returns the matching conversations.
Action
Send Note MessagePosts a private internal note into an existing Crisp conversation, visible only to operators.
Action
Send Operator Text MessageSends a text message from an operator in an existing Crisp conversation.
Action
Update conversation metasUpdates a conversation's visitor details, subject, segments and custom data. Returns Crisp's result message.
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
Relate and Crisp, answered
What can start an automation from Relate?
Any of Relate's 6 triggers in the catalog, including Contact Created, Entry Created, Entry Updated and New Recorded Meeting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Crisp when something happens in Relate?
Any of Crisp's 18 actions, including Create Conversation, Create/Update Contact, Send Note Message and Send Operator Text Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Crisp to Relate?
Crisp has no triggers in the catalog today, so automations start in Relate. If you need the other direction, ask: your agent reads Crisp's API documentation and adds it.
Do I have to build a connector for Relate or Crisp?
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 Relate and Crisp 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.