Integration
Connect Solve CRM and Wingmate
When New Company fires in Solve CRM, your agent runs Create a Contact in Wingmate, or Action Created in Wingmate to Create Contact in Solve 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 Solve CRM and Wingmate 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 Solve CRM and Wingmate can do together
From Solve CRM to Wingmate
When New Company in Solve CRM
then Create a Contact in Wingmate
When New Contact in Solve CRM
then Update a Contact in Wingmate
From Wingmate to Solve CRM
When Action Created in Wingmate
then Create Contact in Solve CRM
When Attachment Created in Wingmate
then Create Company in Solve 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 Solve CRM and Wingmate
Triggers and actions 17 triggers · 15 actions
Trigger
New CompanyTriggers when a new company is added in Solve CRM.
Trigger
New ContactTriggers when a new contact is added in Solve CRM.
Trigger
New Tagged ContactTriggers when a contact carries the chosen category tag for the first time.
Trigger
New UserTriggers when a new user is added to the Solve CRM account.
Trigger
New WorkgroupTriggers when a new workgroup is created in Solve CRM.
Action
Create CompanyCreates a new company in Solve CRM.
Action
Create ContactCreates a new contact in Solve CRM.
Action
Find companiesReturns companies in Solve CRM that match a search value, with optional filters and sorting.
Trigger
Action CreatedTriggers when a new action request is created on a lead.
Trigger
Attachment CreatedTriggers when a new attachment is added to a lead.
Trigger
Comment CreatedTriggers when a new comment is posted on a lead.
Trigger
Contact CreatedTriggers when a new contact is added in Wingmate.
Trigger
Contact UpdatedTriggers when a Wingmate contact is added or changed.
Trigger
Lead CreatedTriggers when a new lead is added to your Wingmate pipeline.
Trigger
Lead Link CreatedTriggers when a lead is linked to another lead.
Trigger
Lead UpdatedTriggers when a lead in your Wingmate pipeline is added or changed.
Trigger
Ownership CreatedTriggers when a new owner is added to a lead.
Trigger
Purchase CreatedTriggers when a new purchase is recorded on a lead.
Trigger
Reminder CreatedTriggers when a new reminder is created on a lead.
Trigger
Status Update CreatedTriggers when a lead's status changes (new status update).
Action
Create a CommentAdds a comment to an existing lead.
Action
Create a ContactCreates a contact on an existing lead.
Action
Create a LeadCreates a new lead in a Wingmate campaign (pipeline).
Action
Create an ActionCreates an action request on an existing lead, assigned to a user.
Action
Create a ReminderCreates a reminder on an existing lead.
Action
Create a RewardCreates a reward (user transaction) for a user on an existing lead.
Action
Lookup a Lead's ContactsReturns the contacts on a lead.
Action
Update a CommentUpdates the text of an existing comment.
Action
Update a ContactUpdates an existing contact.
Action
Update a LeadUpdates an existing lead.
Action
Update an ActionUpdates an existing action request.
Action
Update a ReminderUpdates an existing reminder.
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
More from Solve CRM
Solve CRM to StripeStripe is a payment processing platform for online businesses.
Solve CRM to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Solve CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Solve CRM to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Solve CRM to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Solve CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Wingmate
HubSpot to WingmateHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WingmateSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WingmateSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WingmateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WingmateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WingmateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Solve CRM and Wingmate, answered
What can start an automation from Solve CRM?
Any of Solve CRM's 5 triggers in the catalog, including New Company, New Contact, New Tagged Contact and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Wingmate when something happens in Solve CRM?
Any of Wingmate's 12 actions, including Create a Comment, Create a Contact, Create a Lead and Create an Action. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wingmate to Solve CRM?
Yes. When something happens in Wingmate, your agent can act in Solve CRM too. This page covers both directions: Wingmate's triggers and Solve CRM's actions are listed here as well.
Do I have to build a connector for Solve CRM or Wingmate?
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 Solve CRM and Wingmate 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.