--- title: "Connect Authorize.net and WhatConverts - APIANT.ai" description: "When \"New Transaction\" fires in Authorize.net, your agent runs \"Create Lead\" in WhatConverts." canonical: "https://apiant.ai/connect/authorize-net-to-whatconverts" --- # Connect Authorize.net and WhatConverts When **New Transaction** fires in [Authorize.net](https://apiant.ai/connections/authorize-net), your agent runs **Create Lead** in [WhatConverts](https://apiant.ai/connections/whatconverts), or **New Lead** in WhatConverts 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 **29** actions WhatConverts **2** triggers WhatConverts **14** 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 WhatConverts 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 WhatConverts can do together ### From Authorize.net to WhatConverts - When **New Transaction** in Authorize.net then **Create Lead** in WhatConverts - When **New Transaction** in Authorize.net then **Update Lead** in WhatConverts ### From WhatConverts to Authorize.net - When **New Lead** in WhatConverts then **Create a Subscription from a Customer Profile** in Authorize.net - When **Updated Lead** in WhatConverts 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 WhatConverts ## Triggers and actions 3 triggers · 43 actions - Trigger **New Transaction** Triggers when a new transaction (charge, authorization, refund or void) is submitted. - 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 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 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 Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. ## Each app on its own - [ **Authorize.net** Authorize.net is a world leading payment system.](https://apiant.ai/connections/authorize-net) - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) 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 WhatConverts - [ **HubSpot to WhatConverts** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whatconverts) - [ **Salesforce to WhatConverts** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whatconverts) - [ **Slack to WhatConverts** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whatconverts) - [ **Google Sheets to WhatConverts** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whatconverts) - [ **Gmail to WhatConverts** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whatconverts) - [ **Google Calendar to WhatConverts** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whatconverts) Questions ## Authorize.net and WhatConverts, 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 WhatConverts when something happens in Authorize.net? Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhatConverts to Authorize.net? Yes. When something happens in WhatConverts, your agent can act in Authorize.net too. This page covers both directions: WhatConverts's triggers and Authorize.net's actions are listed here as well. ### ### Do I have to build a connector for Authorize.net or WhatConverts? 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 WhatConverts 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.