Integration
Connect Benetics to Customerly
When New Project fires in Benetics, your agent runs Create/Update Lead in Customerly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Benetics and Customerly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Benetics can start in Customerly
When New Project in Benetics
then Create/Update Lead in Customerly
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 Benetics and Customerly
Triggers and actions 4 triggers · 33 actions
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created.
- Updated Project
Triggers when a project is updated.
- Updated Task
Triggers when a task is updated.
- Add Plan Version
Upload a new version of a plan.
- Add Project Member
Add a member to a project.
- Add Task
Create a new task on a project.
- Create Project
Creates a new project.
- Delete Document
Delete a document.
- Delete Plan
Delete a plan.
- Delete Plan Version
Remove one version of a plan from a project.
- Delete Project
Delete a project.
- Delete Project Member
Remove a member from a project.
- Delete Task
Delete a task.
- Document Upload
Upload a document
- Get Project
Get a single project by id.
- Get Report
Get a single report by id.
- Get Task
Get a single task by id.
- List Members
List members of the organization.
- List Project Members
List members assigned to a project.
- List Projects
List projects in the organization.
- List Reports
List reports for a project.
- List Tasks
List tasks for a project.
- Plan Upload
Upload a plan
- Update Document
Update a document's fields.
- Update Plan
Update a plan's fields.
- Update Project
Update a project's fields.
- Update Task
Update a task's fields.
- Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
- Add conversation
Open a new conversation from a user to a teammate.
- Add User Tag
Attach a tag to an existing user or lead.
- Convert lead to user
Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).
- Create/Update Lead
Creates or updates a lead.
- Create/Update User
Creates or updates a new user.
- Get Contact
Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.
- Get Conversation
Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.
- Unsubscribe contacts
Unsubscribe contacts (bulk) via API.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Benetics
Benetics to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
Benetics to IP2LocationIP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...
Benetics to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Benetics to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Benetics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Benetics to Google SheetsGoogle Sheets
More into Customerly
Gmail to CustomerlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to CustomerlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Benetics and Customerly, answered
What can start an automation from Benetics?
Any of Benetics's 4 triggers in the catalog, including New Project, New Task, Updated Project and Updated Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customerly when something happens in Benetics?
Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customerly to Benetics?
Customerly has no triggers in the catalog today, so automations start in Benetics. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it.
Do I have to build a connector for Benetics or Customerly?
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.
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.