--- title: "Connect Ambivo to OkaySend - APIANT.ai" description: "When \"Contact Status Updated\" fires in Ambivo, your agent runs \"Create a Client\" in OkaySend." canonical: "https://apiant.ai/connect/ambivo-to-okaysend" --- # Connect Ambivo to OkaySend When **Contact Status Updated** fires in [Ambivo](https://apiant.ai/connections/ambivo), your agent runs **Create a Client** in [OkaySend](https://apiant.ai/connections/okaysend). Describe the whole flow and it is built, tested on every scenario and kept running. Ambivo **4** triggers Ambivo **20** actions OkaySend **3** 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 OkaySend 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 can start in OkaySend - When **Contact Status Updated** in Ambivo then **Create a Client** in OkaySend - When **Lead Status Updated** in Ambivo then **Read Document Request** in OkaySend 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 OkaySend ## Triggers and actions 4 triggers · 23 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. - Action **Create a Client** Creates a new client record in OkaySend. - Action **Create a Request** Creates a new OkaySend document request from a template, as a draft, sent to clients, or published as a shareable link. - Action **Read Document Request** Fetches a document request by ID, with its title, status, clients and the questions it asks. ## Each app on its own - [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo) - [ **OkaySend** OkaySend simplifies the process of collecting documents and files from clients.](https://apiant.ai/connections/okaysend) 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 OkaySend - [ **HubSpot to OkaySend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-okaysend) - [ **Salesforce to OkaySend** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-okaysend) - [ **Slack to OkaySend** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-okaysend) - [ **Google Sheets to OkaySend** Google Sheets](https://apiant.ai/connect/google-sheets-to-okaysend) - [ **Gmail to OkaySend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-okaysend) - [ **Google Calendar to OkaySend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-okaysend) Questions ## Ambivo and OkaySend, 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 OkaySend when something happens in Ambivo? Any of OkaySend's 3 actions, including Create a Client, Create a Request and Read Document Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OkaySend to Ambivo? OkaySend has no triggers in the catalog today, so automations start in Ambivo. If you need the other direction, ask: your agent reads OkaySend's API documentation and adds it. ### ### Do I have to build a connector for Ambivo or OkaySend? 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 OkaySend 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.