--- title: "Connect Apollo and Nifty - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Create Document\" in Nifty, or \"New Doc\" in Nifty to \"Create Contact\" in Apollo." canonical: "https://apiant.ai/connect/apollo-to-nifty" --- # Connect Apollo and Nifty When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Create Document** in [Nifty](https://apiant.ai/connections/nifty), or **New Doc** in Nifty to **Create Contact** in Apollo. Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** actions Nifty **11** triggers Nifty **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apollo and Nifty 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 Apollo and Nifty can do together ### From Apollo to Nifty - When **Account Updated** in Apollo then **Create Document** in Nifty - When **Contact Updated** in Apollo then **Create File** in Nifty ### From Nifty to Apollo - When **New Doc** in Nifty then **Create Contact** in Apollo - When **New File** in Nifty then **Create Deal** in Apollo 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 Apollo and Nifty ## Triggers and actions 15 triggers · 27 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Get Account** Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Trigger **New Doc** Triggers when a new doc is created. - Trigger **New File** Triggers when a new file is uploaded. - Trigger **New Message** Triggers when a new message is sent. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Portfolio** Triggers when a new portfolio is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Status** Triggers when a new status is created. - Trigger **New Subtask** Triggers when a new subtask is created. - Trigger **New Tag** Triggers when a new tag is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Is Completed** Triggers when a task is completed. - Action **Create Document** Creates a Nifty document in a project, optionally seeding its body from Markdown. - Action **Create File** creates a file record in a project from text content (or a URL), firing file.created. - Action **Create Milestone** Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project. - Action **Create Portfolio** Creates a portfolio (a team-level grouping of projects) in Nifty. - Action **Create Project** Creates a new project. - Action **Create Status** Creates a status column (Kanban column / list stage) in a Nifty project. - Action **Create Subtask** Creates a new subtask. - Action **Create Tag** Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more. - Action **Create Task** Creates a new task. - Action **Create Upload URL** Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File. - Action **Get Document** Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included. - Action **Get Message** Retrieve a single Nifty message (chat message or comment) by its ID. - Action **Get Milestone** Retrieve a single milestone by its id, including its custom-field values. - Action **Get Project** Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand. - Action **Get Status** Retrieve a single Nifty status column by its id. - Action **Get Tag** Retrieves a single tag (Nifty label) by id. - Action **Send Message** Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member. ## Each app on its own - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **Nifty** Nifty helps you communicate with your team members and manage your projects — all in one place.](https://apiant.ai/connections/nifty) Reviews ## What our customers say ## More from Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## More into Nifty - [ **HubSpot to Nifty** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nifty) - [ **Google Sheets to Nifty** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nifty) - [ **Gmail to Nifty** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nifty) - [ **Google Calendar to Nifty** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nifty) - [ **Google Drive to Nifty** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nifty) - [ **Mailchimp to Nifty** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-nifty) Questions ## Apollo and Nifty, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Nifty when something happens in Apollo? Any of Nifty's 17 actions, including Create Document, Create File, Create Milestone and Create Portfolio. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nifty to Apollo? Yes. When something happens in Nifty, your agent can act in Apollo too. This page covers both directions: Nifty's triggers and Apollo's actions are listed here as well. ### ### Do I have to build a connector for Apollo or Nifty? 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 Apollo and Nifty 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.