--- title: "Connect Authorize.net and Circleback - APIANT.ai" description: "When \"New Transaction\" fires in Authorize.net, your agent runs \"Create Action Item\" in Circleback." canonical: "https://apiant.ai/connect/authorize-net-to-circleback" --- # Connect Authorize.net and Circleback When **New Transaction** fires in [Authorize.net](https://apiant.ai/connections/authorize-net), your agent runs **Create Action Item** in [Circleback](https://apiant.ai/connections/circleback), or **New Action Item** in Circleback to **Create a Subscription from a Customer Profile** in Authorize.net. Describe the whole flow and it is built, tested on every scenario and kept running. Authorize.net **1** trigger Authorize.net **32** actions Circleback **2** triggers Circleback **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Authorize.net and Circleback 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 Authorize.net and Circleback can do together ### From Authorize.net to Circleback - When **New Transaction** in Authorize.net then **Create Action Item** in Circleback - When **New Transaction** in Authorize.net then **Update Action Item** in Circleback ### From Circleback to Authorize.net - When **New Action Item** in Circleback then **Create a Subscription from a Customer Profile** in Authorize.net - When **New Meeting** in Circleback then **Create Customer Payment Profile** in Authorize.net 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 Authorize.net and Circleback ## Triggers and actions 3 triggers · 56 actions - Trigger **New Transaction** Triggers when a new transaction (charge, authorization, refund or void) is submitted. - Action **Authorize a Credit Card** Authorizes an amount on a credit card without capturing it. Capture it later with Capture a Previously Authorized Amount. - Action **Cancel a Subscription** Cancels a subscription. No further payments are charged. - Action **Capture a Previously Authorized Amount** Captures funds from a transaction that was authorized earlier. - Action **Charge a Credit Card** Charges a credit card in one step (authorize and capture) and returns the transaction result. - Action **Charge a Customer Profile** Charges a saved customer payment profile. - Action **Create a Subscription** Creates a recurring-billing subscription charged to a credit card. - Action **Create a Subscription from a Customer Profile** Creates a recurring-billing subscription charged to a saved customer payment profile. - Action **Create Customer Payment Profile** Saves a credit card on an existing customer profile. - Action **Create Customer Profile** Creates a customer profile, optionally with a saved card and billing address. - Action **Create Customer Profile from a Transaction** Saves the customer, card and addresses from an existing transaction as a new customer profile. - Action **Create Customer Shipping Address** Adds a shipping address to a customer profile. - Action **Credit a Bank Account** Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit. - Action **Debit a Bank Account** Charges a bank account by eCheck (ACH). - Action **Delete Customer Payment Profile** Deletes a saved payment profile. - Action **Delete Customer Profile** Deletes a customer profile and everything saved on it. - Action **Delete Customer Shipping Address** Deletes a shipping address from a customer profile. - Action **Get Customer Payment Profile** Returns one saved payment profile. - Action **Get Customer Profile** Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email. - Action **Get Customer Shipping Address** Returns one shipping address from a customer profile. - Action **Get Subscription** Returns a subscription's details, including its status. - Action **Get Transaction Details** Returns the full details of one transaction by its transaction ID. - Action **List Customer Profile IDs** Returns the IDs of every customer profile in the account. - Action **List Settled Batches** Returns settlement batches within a date range (up to 31 days). - Action **List Subscriptions** Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth). - Action **List Transactions in a Settled Batch** Returns the transactions in one settlement batch. - Action **List Unsettled Transactions** Returns transactions that have not settled yet, newest first. - Action **Refund a Transaction** Refunds a settled credit card transaction, in full or in part. - Action **Update a Subscription** Changes a subscription's name, amount, number of payments, card or billing address. Fields left blank keep their current values. - Action **Update Customer Payment Profile** Replaces a saved payment profile's card and billing address. Fields left blank are cleared. - Action **Update Customer Profile** Updates a customer profile's ID, description or email. Fields left blank are cleared. - Action **Update Customer Shipping Address** Replaces a shipping address on a customer profile. Fields left blank are cleared. - Action **Void a Transaction** Cancels an unsettled transaction so it is never submitted for settlement. - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. ## Each app on its own - [ **Authorize.net** Authorize.net is a world leading payment system.](https://apiant.ai/connections/authorize-net) - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) Reviews ## What our customers say ## More from Authorize.net - [ **Authorize.net to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/authorize-net-to-hubspot) - [ **Authorize.net to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/authorize-net-to-salesforce) - [ **Authorize.net to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/authorize-net-to-slack) - [ **Authorize.net to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/authorize-net-to-google-sheets) - [ **Authorize.net to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/authorize-net-to-gmail) - [ **Authorize.net to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/authorize-net-to-google-calendar) ## More into Circleback - [ **ActiveCampaign to Circleback** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-circleback) - [ **Airtable to Circleback** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-circleback) - [ **Asana to Circleback** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-circleback) - [ **Brevo to Circleback** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-circleback) - [ **Calendly to Circleback** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-circleback) - [ **Capsule CRM to Circleback** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-circleback) Questions ## Authorize.net and Circleback, answered ### ### What can start an automation from Authorize.net? Any of Authorize.net's 1 trigger in the catalog, including New Transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Circleback when something happens in Authorize.net? Any of Circleback's 24 actions, including Create Action Item, Create Folder, Create Tag and Update Action Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Circleback to Authorize.net? Yes. When something happens in Circleback, your agent can act in Authorize.net too. This page covers both directions: Circleback's triggers and Authorize.net's actions are listed here as well. ### ### Do I have to build a connector for Authorize.net or Circleback? 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 Authorize.net and Circleback 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.