--- title: "Connect Stora to webCRM - APIANT.ai" description: "When \"Completed Task\" fires in Stora, your agent runs \"Create or Update Document\" in webCRM." canonical: "https://apiant.ai/connect/stora-to-webcrm" --- # Connect Stora to webCRM When **Completed Task** fires in [Stora](https://apiant.ai/connections/stora), 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. Stora **10** triggers Stora **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 Stora 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 Stora can start in webCRM - When **Completed Task** in Stora then **Create or Update Document** in webCRM - When **New Contact** in Stora 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 Stora and webCRM ## Triggers and actions 10 triggers · 30 actions - Trigger **Completed Task** Triggers when a task is completed. - Trigger **Finalized Order** Triggers when an order is finalized (ready for payment). - Trigger **New Contact** Fires when a contact is created in Stora. - Trigger **New Note** Triggers when a new note is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Reopened Task** Triggers when a completed task is reopened. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Note** Triggers when a note is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Complete Task** Marks a Stora task as complete. - Action **Create Contact** Creates a new contact. - Action **Create Note** Create a note attached to a contact, unit, subscription or task in Stora. - Action **Create Task** Creates a new task. - Action **Create Timeline Event** Creates a new timeline event. - Action **Delete Contact** deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409. - Action **Find Contact** Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own. - Action **Find Order** Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match. - Action **Find Site** Find self-storage sites by name, optionally narrowed by creation or update date. - Action **Find Staff Member** Finds Stora staff members by name or email. - Action **Find Task** Find tasks in Stora by related record, assignee, status or date range. - Action **Find Unit** Finds a unit by ID, reference ID, unit type, or site. - Action **Find Unit Type** Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range. - Action **Reopen Task** Mark a completed Stora task as open again. - Action **Update Contact** Update an existing Stora contact. Only the fields you fill in are changed. - Action **Update Note** Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed. - Action **Update Task** Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed. - 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 - [ **Stora** Stora is an all-in-one self-storage management software that automates bookings, payments, and facility...](https://apiant.ai/connections/stora) - [ **webCRM** webCRM helps your sales team with the daily workflow and overview.](https://apiant.ai/connections/webcrm) Reviews ## What our customers say ## More from Stora - [ **Stora to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stora-to-stripe) - [ **Stora to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stora-to-trello) - [ **Stora to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stora-to-zoom) - [ **Stora to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stora-to-twilio) - [ **Stora to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stora-to-typeform) - [ **Stora to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stora-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 ## Stora and webCRM, answered ### ### What can start an automation from Stora? Any of Stora's 10 triggers in the catalog, including Completed Task, New Contact, New Note and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in webCRM when something happens in Stora? 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 Stora? webCRM has no triggers in the catalog today, so automations start in Stora. 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 Stora 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 Stora 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.