--- title: "Connect Runn to RAYNET CRM - APIANT.ai" description: "When \"New Assignment\" fires in Runn, your agent runs \"Add Activity - Email\" in RAYNET CRM." canonical: "https://apiant.ai/connect/runn-to-raynet-crm" --- # Connect Runn to RAYNET CRM When **New Assignment** fires in [Runn](https://apiant.ai/connections/runn), your agent runs **Add Activity - Email** in [RAYNET CRM](https://apiant.ai/connections/raynet-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Runn **11** triggers Runn **13** actions RAYNET CRM **152** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Runn and RAYNET CRM 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 Runn can start in RAYNET CRM - When **New Assignment** in Runn then **Add Activity - Email** in RAYNET CRM - When **New Client** in Runn then **Add Activity - Mass Email** in RAYNET 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 Runn and RAYNET CRM ## Triggers and actions 11 triggers · 165 actions - Trigger **New Assignment** Triggers when a new assignment is created in Runn, optionally limited to one person, role or project. - Trigger **New Client** Triggers when a new client is created in Runn. - Trigger **New Contract** Triggers when a new contract is added to a person in Runn. - Trigger **New Holiday Group** Triggers when a new holiday group is added to your Runn account. - Trigger **New Person** Triggers when a new person is added in Runn. - Trigger **New Project** Triggers when a new project is created in Runn. - Trigger **New Rate Card** Triggers when a new rate card is created in Runn. - Trigger **New Role** Triggers when a new role is created in Runn. - Trigger **New Skill** Triggers when a new skill is created in Runn. - Trigger **New Team** Triggers when a new team is created in Runn. - Trigger **New User** Triggers when a new user is added to your Runn account. - Action **Assign a Manager** Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person. - Action **Create Assignment** Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day. - Action **Create Client** Creates a new client in Runn with a name and, optionally, a website and links to external systems. - Action **Create Contract** Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours. - Action **Create Person** Creates a person in Runn, along with their first contract (role, employment type, cost and working hours). - Action **Create Project** Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project. - Action **Create Role** Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references. - Action **Create Skill** Creates a new skill in Runn that can be assigned to people and placeholders. - Action **Create Timesheet (Actual)** Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream. - Action **Find Client** Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references. - Action **Find Person** Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person. - Action **Find Project** Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date. - Action **Find Role** Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match. - Action **Add Activity - Call** Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead. - Action **Add Activity - Email** Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Event** Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Letter** Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Mass Email** Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service. - Action **Add Activity - Meeting** Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record. - Action **Add Activity - Task** Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead. - Action **Add Address to Contact - Account** Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM. - Action **Add Attachment** Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder. - Action **Add Business - Deal** Creates a new deal in RAYNET CRM for an account and returns the new deal's ID. - Action **Add Business - Price List** Creates a new price list in RAYNET CRM and returns its id. - Action **Add Business - Product** Creates a new product in the RAYNET CRM product catalog. - Action **Add Business - Project** Creates a new project for an account in RAYNET CRM and returns its ID. - Action **Add Business - Quote** Creates a new quote (offer) for an account and deal in RAYNET CRM. - Action **Add Business - Sales Order** Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID. - Action **Add Contact - Account** Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values. - Action **Add Contact - Contact** Creates a new contact (person) in RAYNET CRM and returns its ID. - Action **Add Contact - Lead** Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses. - Action **Add DMS - Document** Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link. - Action **Add DMS - Folder** Creates a new folder in RAYNET Documents, optionally inside a parent folder. - Action **Add Invoice** Creates a new invoice in RAYNET CRM for an account, with optional line items and payments. - Action **Add Item to Business - Deal** Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price. - Action **Add Item to Business - Quote** Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item. - Action **Add Item to Business - Sales Order** Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM. - Action **Add Participant to Business - Deal** Adds an account or a contact as a participant on a deal. - Action **Add Participant to Business - Project** Adds an account or contact as a participant on a RAYNET project. - Action **Add Tag to Contact - Account** Adds one or more tags to an account in RAYNET CRM. - Action **Add Tag to Contact - Contact** Adds one or more tags to a contact in RAYNET CRM. - Action **Delete Activity - Call** Deletes a call activity from RAYNET CRM. - Action **Delete Activity - Email** Deletes an email activity from RAYNET CRM. - Action **Delete Activity - Letter** Deletes a letter activity from RAYNET CRM. - Action **Delete Activity - Mass Email** Deletes a mass email activity from RAYNET CRM. - Action **Delete Activity - Meeting** Deletes a meeting activity from RAYNET CRM. - Action **Delete Activity - Task** Deletes a task activity from RAYNET CRM. - Action **Delete Address From Contact - Account** Deletes an address from an account. The account's primary address cannot be deleted. - Action **Delete Business - Deal** Deletes a deal from RAYNET CRM. - Action **Delete Business - Price List** Deletes a price list from RAYNET CRM. - Action **Delete Business - Product** Deletes a product from the RAYNET CRM product catalog. - Action **Delete Business - Project** Deletes a project from RAYNET CRM. - Action **Delete Business - Quote** Deletes a quote (offer) from RAYNET CRM. - Action **Delete Business - Sales Order** Deletes a sales order in RAYNET CRM. - Action **Delete Contact - Account** Deletes an account (company) from RAYNET CRM. - Action **Delete Contact - Contact** Deletes a contact (person) from RAYNET CRM. - Action **Delete Contact - Lead** Deletes a lead from RAYNET CRM. - Action **Delete DMS - Document** Deletes a document from the RAYNET CRM document management system. - Action **Delete Invoice** Deletes an invoice from RAYNET CRM. - Action **Delete Item of Business - Deal** Deletes a product line item from a deal. - Action **Delete Item of Business - Quote** Deletes an item (product line) from a quote in RAYNET CRM. - Action **Delete Item of Business - Sales Order** Deletes an item (product line) from a sales order in RAYNET CRM. - Action **Delete Participant From Business - Deal** Removes a participant from a deal in RAYNET CRM. - Action **Delete Participant From Business - Project** Removes a participant from a project in RAYNET CRM. - Action **Delete Tag From Contact - Account** Removes one or more tags from an account in RAYNET CRM. - Action **Delete Tag From Contact - Contact** Removes one or more tags from a contact in RAYNET CRM. - Action **Detail of Activity - Call** Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields. - Action **Detail of Activity - Email** Returns the details of an email activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Event** Returns the full details of an event activity, including its participants and custom fields. - Action **Detail of Activity - Letter** Returns the details of a letter activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Mass Email** Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics. - Action **Detail of Activity - Meeting** Returns the details of a meeting activity in RAYNET CRM, including its custom fields. - Action **Detail of Activity - Task** Returns the full details of a task activity in RAYNET CRM, including its custom fields. - Action **Detail of Business - Deal** Returns the full details of a deal, including its items and custom fields. - Action **Detail of Business - Price List** Returns the details of a price list, including its items and product prices. - Action **Detail of Business - Product** Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields. - Action **Detail of Business - Project** Returns the full details of a RAYNET project, including its custom fields. - Action **Detail of Business - Quote** Returns the full details of a quote (offer), including its items and custom fields. - Action **Detail of Business - Sales Order** Returns the full details of a sales order, including its items, addresses, tags and custom fields. - Action **Detail of Contacts - Account** Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields. - Action **Detail of Contacts - Contact** Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields. - Action **Detail of Contacts - Lead** Returns the full details of a lead, including its custom fields. - Action **Detail of DMS - Document** Returns the details of a DMS document, including its folder, category, status, validity dates and attachments. - Action **Detail of Invoice** Returns the full details of an invoice, including its items, payments and custom fields. - Action **Invalidate Business - Deal** Marks a deal in RAYNET CRM as invalid. - Action **Invalidate Business - Product** Marks a product in RAYNET CRM as invalid so it no longer appears as an active product. - Action **Invalidate Business - Project** Marks a project as invalid in RAYNET CRM. - Action **Invalidate Business - Quote** Marks a quote (offer) in RAYNET CRM as invalid. - Action **Invalidate Business - Sales Order** Marks an existing sales order as invalid in RAYNET CRM. - Action **Invalidate Contact - Account** Marks a RAYNET CRM account as invalid. - Action **Invalidate Contact - Contact** Marks a contact as invalid in RAYNET CRM. - Action **Invalidate DMS - Document** Marks a document in the RAYNET CRM document store as invalid. - Action **List of Activities - Events** Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags. - Action **List of Activities - Letters** Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags. - Action **List of Activities - Mass Email** Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient. - Action **List of Activities - Meetings** Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields. - Action **List of Activities - Tasks** Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields. - Action **List of Business - Deals** Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more. - Action **List of Business - Price Lists** Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search. - Action **List of Contacts - Accounts** Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time. - Action **List of Contacts - Contacts** Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields. - Action **List of DMS - Folders and Files** Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID. - Action **List of Participants of Business - Deal** Returns the participants (accounts and contacts) attached to a deal, with their participation category and note. - Action **List of Participants of Business - Project** Returns the participants (accounts and contacts) of a project, with their category and note. - Action **Lock Activity - Call** Locks a call activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Email** Locks an email activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Event** Locks a RAYNET CRM event so it can no longer be edited. - Action **Lock Activity - Letter** Locks a letter activity in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Meeting** Locks a meeting in RAYNET CRM so it can no longer be edited. - Action **Lock Activity - Task** Locks a task in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Deal** Locks a deal in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Price List** Locks a price list in RAYNET CRM so it can no longer be edited. - Action **Lock Business - Project** Locks a RAYNET CRM project so its record can no longer be edited. - Action **Lock Business - Quote** Locks a quote in RAYNET CRM so it can no longer be edited. - Action **Lock Contact - Account** Locks an account in RAYNET CRM so its record cannot be edited. - Action **Lock Contact - Contact** Locks a contact record in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Lead** Locks a lead in RAYNET CRM so it cannot be edited. - Action **Lock Contact - Sales Order** Locks a sales order in RAYNET CRM so it can no longer be edited. - Action **Lock DMS - Document** Locks a DMS document in RAYNET CRM so it cannot be edited. - Action **Lock Invoice** Locks an invoice in RAYNET CRM so it can no longer be edited. - Action **Modifying Activity - Call** Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants. - Action **Modifying Activity - Email** Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants. - Action **Modifying Activity - Event** Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Letter** Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Mass Email** Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics. - Action **Modifying Activity - Meeting** Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Activity - Task** Updates an existing task in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Deal** Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Business - Price List** Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed. - Action **Modifying Business - Product** Modifies an existing product's code, name, pricing, category, tags and custom fields. - Action **Modifying Business - Project** Updates an existing project in RAYNET CRM, changing only the details you fill in. - Action **Modifying Business - Quote** Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields. - Action **Modifying Business - Sales Order** Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Account** Updates an existing account in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Contact** Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying Contacts - Lead** Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed. - Action **Modifying DMS - Document** Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder. - Action **Modifying Invoice** Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed. - Action **Modify Item of Business - Deal** Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax. - Action **Modify Item of Business - Quote** Updates an item (product line) on an existing quote (offer) in RAYNET CRM. - Action **Modify Item of Business - Sales Order** Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note. - Action **Renew Validity of Business - Deal** Renews the validity of an invalidated deal in RAYNET CRM, making it valid again. - Action **Renew Validity of Business - Product** Renews the validity of a product that was previously marked invalid, making it usable again. - Action **Renew Validity of Business - Project** Renews the validity of a previously invalidated project in RAYNET CRM. - Action **Renew Validity of Business - Quote** Renews the validity of a previously invalidated quote (offer) in RAYNET CRM. - Action **Renew Validity of Business - Sales Order** Renews the validity of a previously invalidated sales order in RAYNET CRM. - Action **Renew Validity of Contact - Account** Renews the validity of an invalidated account in RAYNET CRM. - Action **Renew Validity of Contact - Contact** Renews the validity of a previously invalidated contact in RAYNET CRM. - Action **Renew Validity of DMS - Document** Renews the validity of a previously invalidated document in the RAYNET CRM document management system. - Action **Unlock Activity - Call** Unlocks a locked call activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Email** Unlocks an email activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Event** Unlocks a locked event activity in RAYNET CRM so it can be edited again. - Action **Unlock Activity - Letter** Unlocks a locked letter activity so it can be edited again. - Action **Unlock Activity - Meeting** Unlocks a RAYNET meeting activity so it can be edited again. - Action **Unlock Activity - Task** Unlocks a locked task in RAYNET CRM so it can be edited again. - Action **Unlock Business - Deal** Unlocks a locked deal so it can be edited again. - Action **Unlock Business - Price List** Unlocks a price list in RAYNET CRM so it can be edited again. - Action **Unlock Business - Project** Unlocks a locked project in RAYNET CRM so it can be edited again. - Action **Unlock Business - Quote** Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Account** Unlocks an account record in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Contact** Unlocks a locked contact in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Lead** Unlocks a locked lead in RAYNET CRM so it can be edited again. - Action **Unlock Contact - Sales Order** Unlocks a sales order in RAYNET CRM so it can be edited again. - Action **Unlock DMS - Document** Unlocks a DMS document in RAYNET CRM so it can be edited again. - Action **Unlock Invoice** Unlocks an invoice in RAYNET CRM so it can be edited again. ## Each app on its own - [ **Runn** Runn is a resource management platform that helps teams align people, projects, and strategy with real-time...](https://apiant.ai/connections/runn) - [ **RAYNET CRM** RAYNET CRM is an online software that helps salespeople and managers record business easily.](https://apiant.ai/connections/raynet-crm) Reviews ## What our customers say ## More from Runn - [ **Runn to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/runn-to-salesforce) - [ **Runn to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/runn-to-slack) - [ **Runn to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/runn-to-stripe) - [ **Runn to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/runn-to-shopify) - [ **Runn to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/runn-to-trello) - [ **Runn to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/runn-to-zoom) ## More into RAYNET CRM - [ **HubSpot to RAYNET CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raynet-crm) - [ **Salesforce to RAYNET CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-raynet-crm) - [ **Slack to RAYNET CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-raynet-crm) - [ **Google Sheets to RAYNET CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-raynet-crm) - [ **Gmail to RAYNET CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raynet-crm) - [ **Google Calendar to RAYNET CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raynet-crm) Questions ## Runn and RAYNET CRM, answered ### ### What can start an automation from Runn? Any of Runn's 11 triggers in the catalog, including New Assignment, New Client, New Contract and New Holiday Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RAYNET CRM when something happens in Runn? Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RAYNET CRM to Runn? RAYNET CRM has no triggers in the catalog today, so automations start in Runn. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it. ### ### Do I have to build a connector for Runn or RAYNET 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 Runn and RAYNET 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.