Integration
Connect Rootly to Redtail CRM
When New Alert fires in Rootly, your agent runs Create Contact in Redtail CRM. 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 Rootly and Redtail 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 Rootly can start in Redtail CRM
When New Alert in Rootly
then Create Contact in Redtail 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 Rootly and Redtail CRM
Triggers and actions 3 triggers · 22 actions
- New Alert
Triggers when a new alert is created in Rootly.
- New Incident
Triggers when a new incident is created in Rootly.
- New Pulse
Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.
- Add action item
Adds an action item (task or follow-up) to a Rootly incident.
- Add service
Creates a new service in Rootly's service catalog.
- Create Alert
Creates a new alert in Rootly and returns its ID and status.
- Create Incident
Creates a new incident in Rootly and returns its ID, status and link.
- Create Pulse
Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.
- Get Alert
Returns one Rootly alert by its ID.
- Get Incident
Returns one Rootly incident by its ID.
- Get Pulse
Returns one Rootly pulse by its ID.
- List alerts
Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.
- List incidents
Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.
- List pulses
Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.
- List services
Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.
- List teams
Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.
- List users
Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.
- Update incident
Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.
- Create Activity
Creates a new activity (task, appointment or call) in your Redtail CRM calendar, optionally linked to a contact.
- Create Contact
Creates a new contact (a person or a business) in your Redtail CRM database.
- Find Contact
Finds contacts in your Redtail CRM database by name or phone number.
- Get activity
Returns a single Redtail activity, including its linked contacts.
- Get contact
Returns a single Redtail contact by its ID, optionally with its addresses, phones, emails and URLs attached.
- Update Activity
Updates an existing activity in your Redtail CRM calendar, including marking it completed. Fields left blank are not changed.
- Update Contact
Updates an existing contact in your Redtail CRM database. Fields left blank are not changed.
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
Rootly and Redtail CRM, answered
What can start an automation from Rootly?
Any of Rootly's 3 triggers in the catalog, including New Alert, New Incident and New Pulse. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redtail CRM when something happens in Rootly?
Any of Redtail CRM's 7 actions, including Create Activity, Create Contact, Update Activity and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redtail CRM to Rootly?
Redtail CRM has no triggers in the catalog today, so automations start in Rootly. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it.
Do I have to build a connector for Rootly or Redtail 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 Rootly and Redtail 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.