--- title: "Connect Siteleaf to webCRM - APIANT.ai" description: "When \"New Collection\" fires in Siteleaf, your agent runs \"Create or Update Document\" in webCRM." canonical: "https://apiant.ai/connect/siteleaf-to-webcrm" --- # Connect Siteleaf to webCRM When **New Collection** fires in [Siteleaf](https://apiant.ai/connections/siteleaf), 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. Siteleaf **4** triggers Siteleaf **17** 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 Siteleaf 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 Siteleaf can start in webCRM - When **New Collection** in Siteleaf then **Create or Update Document** in webCRM - When **New Document** in Siteleaf 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 Siteleaf and webCRM ## Triggers and actions 4 triggers · 30 actions - Trigger **New Collection** Triggered when a new collection is created. - Trigger **New Document** Triggered when a new document is created. - Trigger **New Page** Triggered when a new page is created. - Trigger **New Site** Triggered when a new site is created. - Action **Add Collection** Create a new collection on a site. - Action **Create Document** Creates a new document. - Action **Create Page** Creates a new page. - Action **Delete Collection** Delete a collection. - Action **Delete Document** Delete a document. - Action **Delete Page** Delete a page. - Action **Get Document** Get a single document by id. - Action **Get Page** Get a single page by id. - Action **Get Site** Get a single site by id. - Action **List Collections** List collections for a site. - Action **List Documents** List documents in a collection, filterable by search/visibility/extensions. - Action **List Pages** List pages for a site, filterable by search/visibility/extensions. - Action **List Sites** List all sites for the authenticated user. - Action **Update Collection** Update a collection's title/path/metadata. - Action **Update Document** Update an existing document's title/body/tags/categories/metadata. - Action **Update Page** Update an existing page's title/body/metadata. - Action **Update Site** Update a site's settings. - 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 - [ **Siteleaf** Send invitations to clients, colleagues, and others to edit and review sites.](https://apiant.ai/connections/siteleaf) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) Reviews ## What our customers say ## More from Siteleaf - [ **Siteleaf to KmalServico Gold Price Dataset** Live gold price per gram across 188 countries at six purities, converted from spot price and FX rates](https://apiant.ai/connect/siteleaf-to-kmalservico-gold-price-dataset) - [ **Siteleaf to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/siteleaf-to-slack) - [ **Siteleaf to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/siteleaf-to-stripe) - [ **Siteleaf to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/siteleaf-to-trello) - [ **Siteleaf to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/siteleaf-to-zoom) - [ **Siteleaf to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/siteleaf-to-twilio) ## 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](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 ## Siteleaf and webCRM, answered ### ### What can start an automation from Siteleaf? Any of Siteleaf's 4 triggers in the catalog, including New Collection, New Document, New Page and New Site. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in webCRM when something happens in Siteleaf? 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 Siteleaf? webCRM has no triggers in the catalog today, so automations start in Siteleaf. 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 Siteleaf 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 Siteleaf 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.