Integration
Connect Relate and Walcu CRM
When Contact Created fires in Relate, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM to Create Contact in Relate. 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 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 Relate and Walcu CRM can do together
From Relate to Walcu CRM
When Contact Created in Relate
then Create Client in Walcu CRM
From Walcu CRM to Relate
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 Walcu CRM
Triggers and actions 11 triggers · 35 actions
- Contact Created
Triggers when a new contact is added in Relate.
- Entry Created
Triggers when a new entry is added to a Relate list or process.
- Entry Updated
Triggers when an entry in a Relate list or process is added or changed.
- New Recorded Meeting
Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
- Note Created
Triggers when a new note is added in Relate.
- Organization Created
Triggers when a new organization is added in Relate.
- Create Contact
Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.
- Create Note
Creates a note on an organization in Relate, optionally linked to a deal.
- Create Organization
Creates an organization in Relate from a name and/or website domain.
- Delete Contact
Deletes a Relate contact.
- Delete Note
Deletes a note in Relate.
- Delete Organization
Deletes a Relate organization.
- Find Contact
Finds a contact in Relate by email address or phone number and returns the first match.
- Find Entry From Organization Process
Finds an organization's entry in a Relate process by organization ID.
- Find Note
Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
- Find Organization
Returns 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.
- Get Contact
Returns one Relate contact by its ID.
- Get Organization
Returns one Relate organization by its ID.
- Get Recording
Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
- Update Contact
Updates a Relate contact's name or email addresses.
- Update Note
Updates a note's text or linked deal in Relate.
- Update Organization
Updates a Relate organization's name or domains.
- 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
Relate and Walcu CRM, 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 Walcu CRM when something happens in Relate?
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 Relate?
Yes. When something happens in Walcu CRM, your agent can act in Relate too. This page covers both directions: Walcu CRM's triggers and Relate's actions are listed here as well.
Do I have to build a connector for Relate 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 Relate 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.