# Connect SQL Server to webCRM

When **New or Updated Row** fires in [SQL Server](https://apiant.ai/connections/sql-server), 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.

SQL Server **4** triggers SQL Server **7** 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 SQL Server and webCRM to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 SQL Server can start in webCRM

- When **New or Updated Row** in SQL Server then **Create or Update Document** in webCRM
- When **New Row** in SQL Server 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 SQL Server and webCRM

## Triggers and actions 4 triggers · 20 actions

- Trigger

**New or Updated Row**

Triggers when a new row is added or modified.

- Trigger

**New or Updated Row (Custom Query)**

Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.

- Trigger

**New Row**

Triggers when you add a new row.

- Trigger

**New Table**

Fires when a new table appears in the connected SQL Server database.

- Action

**Add Row**

Add one row to a table on the connected SQL Server database.

- Action

**Delete Row**

Delete the rows in a table whose chosen column equals a value.

- Action

**Find Row**

Find the first row in a table whose chosen column matches a value.

- Action

**Find Rows via Custom Query**

Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.

- Action

**Find Row via Custom Query**

Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.

- Action

**Run Custom Statement**

Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.

- Action

**Update Row**

Change column values on every row of a table whose chosen column matches a value.

- 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

- [ **SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connections/sql-server)
- [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm)

Reviews

## What our customers say

## More from SQL Server

- [ **SQL Server to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sql-server-to-stripe)
- [ **SQL Server to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sql-server-to-trello)
- [ **SQL Server to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/sql-server-to-jira)
- [ **SQL Server to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sql-server-to-zoom)
- [ **SQL Server to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sql-server-to-typeform)
- [ **SQL Server to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/sql-server-to-webflow)

## 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

## SQL Server and webCRM, answered

###

### What can start an automation from SQL Server?

Any of SQL Server's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in webCRM when something happens in SQL Server?

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 SQL Server?

webCRM has no triggers in the catalog today, so automations start in SQL Server. 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 SQL Server 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.

###

### 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.
