Integration
Connect Teamwork CRM to Act-On
When New Activity fires in Teamwork CRM, your agent runs Add Contact to Marketing List in Act-On. 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 Teamwork CRM and Act-On 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 Teamwork CRM can start in Act-On
When New Activity in Teamwork CRM
then Add Contact to Marketing List in Act-On
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 Teamwork CRM and Act-On
Triggers and actions 8 triggers · 23 actions
- Activity Updated or Deleted
Triggers when an activity in Teamwork CRM is updated or deleted.
- New Activity
Triggered when you add a new activity.
- New Company
Triggered when you add a new company.
- New Contact
Triggered when you add a new contact.
- New Deal
Triggered when you add a new deal.
- New File
Triggered when you add a new file.
- New Contact
Triggers when a new contact is added to All Contacts.
- New or Updated Contact
Triggers when a contact in All Contacts is added or changed.
- Add Contact to Marketing List
Adds a contact record to an Act-On marketing list.
- Create Contact in All Contacts
Creates a new contact in Act-On All Contacts.
- Delete Contact by Email
Deletes the contacts with this email address from All Contacts.
- Delete Contact from Marketing List
Deletes a contact record from a marketing list.
- Find Contacts by Email
Finds the contacts in All Contacts with this email address.
- Get Contact
Returns one contact from All Contacts by its ID.
- Get Contact from Marketing List
Returns one contact record from a marketing list.
- Get Message Report
Returns the delivery and engagement report of a sent message.
- Get Segment
Returns one segment of All Contacts.
- List Campaigns
Returns the campaigns in the account.
- List Contacts
Returns contacts from All Contacts, optionally only those created or updated after a time.
- List Email Senders
Returns the email senders defined in the account.
- List Forms
Returns the forms in the account, grouped by folder.
- List Marketing Lists
Returns the marketing lists in the Act-On account.
- List Messages
Returns the email messages in the account.
- List Programs
Returns the automated programs in the account, grouped by folder.
- List Segments
Returns the segments of All Contacts.
- Remove Contact from Direct Select Segment
Removes a contact from a direct select segment in All Contacts.
- Send Message
Sends an existing template or draft message to one or more lists.
- Update Contact in Marketing List by Record ID
Updates a contact record in a marketing list by its record ID.
- Update or Create Contact in All Contacts by Email
Updates the contact with this email in All Contacts, or creates it if none matches.
- Update or Create Contact in All Contacts by External ID
Updates the contact with this external ID in All Contacts, falling back to an email match, or creates it.
- Update or Create Contact in Marketing List by Email
Updates the contact with this email in a marketing list, or adds it if it is not there.
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
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Questions
Teamwork CRM and Act-On, answered
What can start an automation from Teamwork CRM?
Any of Teamwork CRM's 6 triggers in the catalog, including Activity Updated or Deleted, New Activity, New Company and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Act-On when something happens in Teamwork CRM?
Any of Act-On's 23 actions, including Create Contact in All Contacts, Send Message, Update Contact in Marketing List by Record ID and Update or Create Contact in All Contacts by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Act-On to Teamwork CRM?
Act-On has no triggers in the catalog today, so automations start in Teamwork CRM. If you need the other direction, ask: your agent reads Act-On's API documentation and adds it.
Do I have to build a connector for Teamwork CRM or Act-On?
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 Teamwork CRM and Act-On without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Act-On 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.