Integration
Connect Tally to OpenCRM
When New Submission fires in Tally, your agent runs List contacts in OpenCRM. 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 Tally and OpenCRM 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)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 Tally can start in OpenCRM
When New Submission in Tally
then List contacts in OpenCRM
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 Tally and OpenCRM
Triggers and actions 1 trigger · 6 actions
- New Submission
Triggers when a new form submission is received.
- List activities
Returns activities from OpenCRM with their full details, optionally narrowed by a filter or keyword search.
- List companies
Returns the companies in your OpenCRM system with their full details, optionally narrowed by a filter or keyword search.
- List contacts
Returns contacts from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
- List leads
Returns the leads in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
- List opportunities
Returns the opportunities in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
- List tickets
Returns helpdesk tickets from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
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 Tally
Tally to AffindaAI document processing platform that extracts structured data from invoices, resumes, bank statements, and...
Tally to BuyWhereReal-time product catalog API for AI agents across merchants in 7 countries (SG, MY, TH, VN, PH, ID, US)
Tally to DocutrayDocument processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...
Tally to F1 APIFree F1 data in real time with his own NPM package
Tally to Genshin ImpactThe genshin.dev API serves reference game data for Genshin Impact.
Tally to ip.appIP, ASN, geolocation, timezone, security, user-agent in plain text, JSON or HTTP headers
More into OpenCRM
HubSpot to OpenCRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to OpenCRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to OpenCRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to OpenCRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to OpenCRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to OpenCRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Tally and OpenCRM, answered
What can start an automation from Tally?
Any of Tally's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OpenCRM when something happens in Tally?
Any of OpenCRM's 6 actions, including List activities, List companies, List contacts and List leads. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenCRM to Tally?
OpenCRM has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads OpenCRM's API documentation and adds it.
Do I have to build a connector for Tally or OpenCRM?
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 Tally and OpenCRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in OpenCRM 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.