--- title: "Connect Arbox and Atera - APIANT.ai" description: "When \"New Client\" fires in Arbox, your agent runs \"Add Customer/Site\" in Atera, or \"New Alert Created\" in Atera to \"Create New Lead\" in Arbox." canonical: "https://apiant.ai/connect/arbox-to-atera" --- # Connect Arbox and Atera When **New Client** fires in [Arbox](https://apiant.ai/connections/arbox), your agent runs **Add Customer/Site** in [Atera](https://apiant.ai/connections/atera), or **New Alert Created** in Atera to **Create New Lead** in Arbox. Describe the whole flow and it is built, tested on every scenario and kept running. Arbox **6** triggers Arbox **5** actions Atera **5** triggers Atera **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 Arbox and Atera 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 Arbox and Atera can do together ### From Arbox to Atera - When **New Client** in Arbox then **Add Customer/Site** in Atera - When **New Lead** in Arbox then **Find Ticket** in Atera ### From Atera to Arbox - When **New Alert Created** in Atera then **Create New Lead** in Arbox - When **New Customer Created** in Atera then **Create New Client** in Arbox 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 Arbox and Atera ## Triggers and actions 11 triggers · 8 actions - Trigger **Appointment Is Booked** Triggers when a new appointment is booked in Arbox. - Trigger **Lead Converted to Client** Triggers when a lead is converted to a client in Arbox. - Trigger **Lost Lead** Triggers when a lead is marked as lost in Arbox. - Trigger **New Client** Triggers when a new client is added to Arbox. - Trigger **New Lead** Triggers when a new lead is added to Arbox. - Trigger **Updated Lead Status** Triggers when an in-progress lead moves to a different status in Arbox. - Action **Create New Client** Creates a new client in Arbox. - Action **Create New Lead** Creates a new lead in Arbox. - Action **Create Purchase** Creates a membership or session-pack purchase for an Arbox client. - Action **Get Client** Returns one Arbox client by ID, email or phone. - Action **List Locations** Returns the studio locations of the Arbox business. - Trigger **Alert Resolved** Triggers when an alert is resolved (closed) in Atera. - Trigger **New Alert Created** Triggers when a new alert is created in Atera. - Trigger **New Customer Created** Triggers when a new customer (site) is created in Atera. - Trigger **New Ticket Created** Triggers when a new ticket is created in Atera. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes in Atera. - Action **Add Customer/Site** Creates a new customer (site) in Atera. - Action **Find Alert** Returns one Atera alert by its ID. - Action **Find Ticket** Returns one Atera ticket by its ID. ## Each app on its own - [ **Arbox** Arbox is an all-in-one management platform for fitness, wellness, teaching, and course businesses, designed...](https://apiant.ai/connections/arbox) - [ **Atera** Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every...](https://apiant.ai/connections/atera) Reviews ## What our customers say ## More from Arbox - [ **Arbox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/arbox-to-hubspot) - [ **Arbox to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/arbox-to-salesforce) - [ **Arbox to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/arbox-to-slack) - [ **Arbox to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/arbox-to-google-sheets) - [ **Arbox to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/arbox-to-gmail) - [ **Arbox to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/arbox-to-google-calendar) ## More into Atera - [ **ActiveCampaign to Atera** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-atera) - [ **Airtable to Atera** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-atera) - [ **Asana to Atera** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-atera) - [ **2Chat to Atera** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-atera) - [ **3Scribe to Atera** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-atera) - [ **5pm to Atera** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-atera) Questions ## Arbox and Atera, answered ### ### What can start an automation from Arbox? Any of Arbox's 6 triggers in the catalog, including New Client, New Lead, Updated Lead Status and Appointment Is Booked. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Atera when something happens in Arbox? Any of Atera's 3 actions, including Add Customer/Site, Find Alert and Find Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Atera to Arbox? Yes. When something happens in Atera, your agent can act in Arbox too. This page covers both directions: Atera's triggers and Arbox's actions are listed here as well. ### ### Do I have to build a connector for Arbox or Atera? 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 Arbox and Atera 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.