---
title: "Connect Ambivo and Manifestly Checklists Agent - APIANT.ai"
description: "When \"Contact Status Updated\" fires in Ambivo, your agent runs \"Change Step State\" in Manifestly Checklists Agent."
canonical: "https://apiant.ai/connect/ambivo-to-manifestly-checklists-agent"
---

# Connect Ambivo and Manifestly Checklists Agent

When **Contact Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), your agent runs **Change Step State** in [Manifestly Checklists Agent](https://apiant.ai/connections/manifestly-checklists-agent), or **Run Late** in Manifestly Checklists Agent to **Add invoice** in Ambivo. Describe the whole flow and it is built, tested on every scenario and kept running.

Ambivo **4** triggers Ambivo **20** actions Manifestly Checklists Agent **1** trigger Manifestly Checklists Agent **5** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Ambivo and Manifestly Checklists Agent 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 Ambivo and Manifestly Checklists Agent can do together

### From Ambivo to Manifestly Checklists Agent

- When **Contact Status Updated** in Ambivo then **Change Step State** in Manifestly Checklists Agent
- When **Lead Status Updated** in Ambivo then **Run Workflow** in Manifestly Checklists Agent

### From Manifestly Checklists Agent to Ambivo

- When **Run Late** in Manifestly Checklists Agent then **Add invoice** in Ambivo
- When **Run Late** in Manifestly Checklists Agent then **Add order** in Ambivo

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 Ambivo and Manifestly Checklists Agent

## Triggers and actions 5 triggers · 25 actions

- Trigger

**Contact Status Updated**

Triggers when the status of a contact is updated.

- Trigger

**Lead Status Updated**

Triggers when the status of a lead is updated.

- Trigger

**New Contact**

Triggers when a new contact record is created.

- Trigger

**New Lead**

Triggers when a new lead is created.

- Action

**Add account**

/crm/accounts on fapi.ambivo.com. Creates a company account.

- Action

**Add appointment**

/reports/appointments on fapi.ambivo.com.

- Action

**Add invoice**

/crm/invoices on fapi.ambivo.com.

- Action

**Add order**

/crm/orders on fapi.ambivo.com.

- Action

**Add task**

/crm/tasks on fapi.ambivo.com.

- Action

**Create Contact**

Creates a New Contact or returns an updated contact.

- Action

**Create Lead**

Creates a New Lead or returns an updated lead.

- Action

**Delete task**

/crm/tasks/{task_id} on fapi.ambivo.com.

- Action

**List accounts**

/crm/accounts on fapi.ambivo.com.

- Action

**List appointments**

Lists appointments in the Ambivo account.

- Action

**List contacts**

/crm/contacts on fapi.ambivo.com.

- Action

**List invoices**

Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

- Action

**List leads**

/crm/leads on fapi.ambivo.com.

- Action

**List orders**

Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

- Action

**Update account**

/crm/accounts/{account_id} on fapi.ambivo.com.

- Action

**Update contact**

/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

- Action

**Update invoice**

/crm/invoices/{invoice_id} on fapi.ambivo.com.

- Action

**Update lead**

/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

- Action

**Update order**

/crm/orders/{order_id} on fapi.ambivo.com.

- Action

**Update task**

/crm/tasks/{task_id} on fapi.ambivo.com.

- Trigger

**Run Late**

Triggers when a run is late.

- Action

**Change Step State**

Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.

- Action

**Get Run**

Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.

- Action

**List Run Steps**

Returns the steps of a checklist run

- Action

**List Workflows**

Returns the checklist workflows in your Manifestly account.

- Action

**Run Workflow**

Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.

## Each app on its own

- [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo)
- [ **Manifestly Checklists Agent** Manifestly Checklists Agent is a service that helps teams run SOPs and recurring workflows with precision...](https://apiant.ai/connections/manifestly-checklists-agent)

Reviews

## What our customers say

## More from Ambivo

- [ **Ambivo to Echoes** Quotes From Around The World](https://apiant.ai/connect/ambivo-to-echoes)
- [ **Ambivo to Fillout Forms** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/ambivo-to-fillout-forms)
- [ **Ambivo to Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/ambivo-to-form-io)
- [ **Ambivo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ambivo-to-hubspot)
- [ **Ambivo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ambivo-to-salesforce)
- [ **Ambivo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ambivo-to-slack)

## More into Manifestly Checklists Agent

- [ **HubSpot to Manifestly Checklists Agent** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manifestly-checklists-agent)
- [ **Google Sheets to Manifestly Checklists Agent** Google Sheets](https://apiant.ai/connect/google-sheets-to-manifestly-checklists-agent)
- [ **Gmail to Manifestly Checklists Agent** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manifestly-checklists-agent)
- [ **Google Calendar to Manifestly Checklists Agent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manifestly-checklists-agent)
- [ **Google Drive to Manifestly Checklists Agent** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-manifestly-checklists-agent)
- [ **Mailchimp to Manifestly Checklists Agent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-manifestly-checklists-agent)

Questions

## Ambivo and Manifestly Checklists Agent, answered

###

### What can start an automation from Ambivo?

Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Manifestly Checklists Agent when something happens in Ambivo?

Any of Manifestly Checklists Agent's 5 actions, including Change Step State, Get Run, List Run Steps and List Workflows. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Manifestly Checklists Agent to Ambivo?

Yes. When something happens in Manifestly Checklists Agent, your agent can act in Ambivo too. This page covers both directions: Manifestly Checklists Agent's triggers and Ambivo's actions are listed here as well.

###

### Do I have to build a connector for Ambivo or Manifestly Checklists Agent?

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 Ambivo and Manifestly Checklists Agent 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.