--- title: "Connect Roll and CrewForm - APIANT.ai" description: "When \"New Company\" fires in Roll, your agent runs \"Send Task to AI Agent\" in CrewForm, or \"AI Agent Task Failed\" in CrewForm to \"Add task\" in Roll." canonical: "https://apiant.ai/connect/crewform-to-roll" --- # Connect Roll and CrewForm When **New Company** fires in [Roll](https://apiant.ai/connections/roll), your agent runs **Send Task to AI Agent** in [CrewForm](https://apiant.ai/connections/crewform), or **AI Agent Task Failed** in CrewForm to **Add task** in Roll. Describe the whole flow and it is built, tested on every scenario and kept running. Roll **3** triggers Roll **11** actions CrewForm **1** trigger CrewForm **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Roll and CrewForm 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 Roll and CrewForm can do together ### From Roll to CrewForm - When **New Company** in Roll then **Send Task to AI Agent** in CrewForm - When **New Project** in Roll then **Update task** in CrewForm ### From CrewForm to Roll - When **AI Agent Task Failed** in CrewForm then **Add task** in Roll - When **AI Agent Task Failed** in CrewForm then **Update task** in Roll 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 Roll and CrewForm ## Triggers and actions 4 triggers · 21 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Time Record** Triggers when a new time record is created. - Action **Add task** Create a task via the Roll GraphQL API task add mutation. - Action **Create Company** Creates a new company. - Action **Create Project** Creates a new project. - Action **Create Time Record** Creates a new time record. - Action **Find Company** Finds an existing company. - Action **Find employee** Search employees via the Roll GraphQL API employees query. - Action **Find Project** Finds an existing project. - Action **Find Time Record** Looks up Roll time records via the GraphQL time query. - Action **Update project** Update a project via the Roll GraphQL API project update mutation. - Action **Update task** Update a task via the Roll GraphQL API task update mutation. - Action **Update time record** Update a time entry via the Roll GraphQL API time update mutation. - Trigger **AI Agent Task Failed** Triggers when a CrewForm AI agent task fails. - Action **Add agent** Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose. - Action **Delete agent** Deletes an AI agent from your CrewForm workspace. - Action **Delete task** Deletes a task from your CrewForm workspace. - Action **Get agent** Returns a single CrewForm agent by its id, including its model, prompt and settings. - Action **Get task** Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results. - Action **List agents** Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings. - Action **List tasks** Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status. - Action **Send Task to AI Agent** Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task. - Action **Update agent** Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed. - Action **Update task** Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata. ## Each app on its own - [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll) - [ **CrewForm** CrewForm is a AI team builder. Create specialised agents — researchers, writers, coders — orchestrate them...](https://apiant.ai/connections/crewform) Reviews ## What our customers say ## More from Roll - [ **Roll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roll-to-salesforce) - [ **Roll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/roll-to-slack) - [ **Roll to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/roll-to-stripe) - [ **Roll to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roll-to-shopify) - [ **Roll to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roll-to-trello) - [ **Roll to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roll-to-zoom) ## More into CrewForm - [ **ActiveCampaign to CrewForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crewform) - [ **Airtable to CrewForm** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crewform) - [ **Asana to CrewForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crewform) - [ **ClickUp to CrewForm** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crewform) - [ **Brevo to CrewForm** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crewform) - [ **Calendly to CrewForm** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crewform) Questions ## Roll and CrewForm, answered ### ### What can start an automation from Roll? Any of Roll's 3 triggers in the catalog, including New Company, New Project and New Time Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CrewForm when something happens in Roll? Any of CrewForm's 10 actions, including Send Task to AI Agent, Update agent, Update task and Add agent. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CrewForm to Roll? Yes. When something happens in CrewForm, your agent can act in Roll too. This page covers both directions: CrewForm's triggers and Roll's actions are listed here as well. ### ### Do I have to build a connector for Roll or CrewForm? 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 Roll and CrewForm 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.