--- title: "Connect Returnless to webCRM - APIANT.ai" description: "When \"Request Created\" fires in Returnless, your agent runs \"Create or Update Document\" in webCRM." canonical: "https://apiant.ai/connect/returnless-to-webcrm" --- # Connect Returnless to webCRM When **Request Created** fires in [Returnless](https://apiant.ai/connections/returnless), your agent runs **Create or Update Document** in [webCRM](https://apiant.ai/connections/webcrm). Describe the whole flow and it is built, tested on every scenario and kept running. Returnless **2** triggers Returnless **16** actions webCRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Returnless and webCRM 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 Returnless can start in webCRM - When **Request Created** in Returnless then **Create or Update Document** in webCRM - When **Return Created** in Returnless then **Create or Update Activity** in webCRM 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 Returnless and webCRM ## Triggers and actions 2 triggers · 29 actions - Trigger **Request Created** Triggers when a customer creates a new return request that needs approval. - Trigger **Return Created** Triggers when a new return is created, including a request once it is approved. - Action **Add note** Adds an internal note to a return or return request. - Action **Add Request** Creates a return request in Returnless for items from an existing sales order. - Action **Approve a Request** Approves a return request in Returnless so the customer can send the items back. - Action **Approve a Request Without Shipment** Approves a pending return request without a return shipment, so the customer keeps the items. - Action **Find customers** Returns the customers in your Returnless account that match an email address. - Action **Find products** Returns the products in your Returnless account that match a SKU. - Action **Find Requests** Finds a Request in your Returnless account. - Action **Find Returns** Finds returns (return orders) in Returnless by return number. - Action **Find sales orders** Finds sales orders in Returnless by order number. - Action **Get customer** Returns a single Returnless customer by its id. - Action **Get Request (By Request ID)** Returns a single return request (return order) from Returnless by its ID. - Action **Get Return (By Return ID)** Returns a single return in Returnless, with all of its details, by its return ID. - Action **Get sales order** Returns a single sales order by its ID, including its customer, address and order details. - Action **List return reasons** Returns the return reasons configured in your Returnless account. - Action **Reject Request** Rejects a pending return request in Returnless. - Action **Update return** Changes the status of a return, such as Checked, Approved or Resolved. - Action **Create or Update Activity** Creates a new activity in webCRM, or updates an existing one when an activity id is given, and returns the activity's id. - Action **Create or Update Delivery** Creates or updates a delivery. - Action **Create or Update Document** Creates or updates a document. - Action **Create or Update Organisation** Creates or updates an organisation. - Action **Create or Update Person** Creates or updates a person. - Action **Create or Update Product** Creates or updates a product. - Action **Create or Update Support Case** Creates or updates a support case. - Action **Find Delivery** Finds a delivery. - Action **Find Document** Finds a document. - Action **Find Organisation** Finds an organisation. - Action **Find Person** Finds a person. - Action **Find User** Finds a user. - Action **Get Document** Returns one document by its id, including description, file name, extension, folder, linked entity and owner fields. ## Each app on its own - [ **Returnless** Returnless gives e-commerce businesses a way to get their returns in check.](https://apiant.ai/connections/returnless) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) Reviews ## What our customers say ## More from Returnless - [ **Returnless to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/returnless-to-salesforce) - [ **Returnless to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/returnless-to-slack) - [ **Returnless to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/returnless-to-stripe) - [ **Returnless to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/returnless-to-shopify) - [ **Returnless to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/returnless-to-trello) - [ **Returnless to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/returnless-to-zoom) ## More into webCRM - [ **HubSpot to webCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webcrm) - [ **Salesforce to webCRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webcrm) - [ **Slack to webCRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webcrm) - [ **Google Sheets to webCRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-webcrm) - [ **Gmail to webCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webcrm) - [ **Google Calendar to webCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webcrm) Questions ## Returnless and webCRM, answered ### ### What can start an automation from Returnless? Any of Returnless's 2 triggers in the catalog, including Request Created and Return Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in webCRM when something happens in Returnless? Any of webCRM's 13 actions, including Create or Update Activity, Create or Update Delivery, Create or Update Document and Create or Update Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from webCRM to Returnless? webCRM has no triggers in the catalog today, so automations start in Returnless. If you need the other direction, ask: your agent reads webCRM's API documentation and adds it. ### ### Do I have to build a connector for Returnless or webCRM? 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 Returnless and webCRM 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.