--- title: "Connect Booker Merchant and LiveSwitch - APIANT.ai" description: "When \"New Customer\" fires in Booker Merchant, your agent runs \"Create Contact\" in LiveSwitch." canonical: "https://apiant.ai/connect/booker-merchant-to-liveswitch" --- # Connect Booker Merchant and LiveSwitch When **New Customer** fires in [Booker Merchant](https://apiant.ai/connections/booker-merchant), your agent runs **Create Contact** in [LiveSwitch](https://apiant.ai/connections/liveswitch), or **New Contact Matching Filter** in LiveSwitch to **Create Customer** in Booker Merchant. Describe the whole flow and it is built, tested on every scenario and kept running. Booker Merchant **6** triggers Booker Merchant **53** actions LiveSwitch **5** triggers LiveSwitch **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 Booker Merchant and LiveSwitch 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 Booker Merchant and LiveSwitch can do together ### From Booker Merchant to LiveSwitch - When **New Customer** in Booker Merchant then **Create Contact** in LiveSwitch - When **New Order** in Booker Merchant then **Update Contact** in LiveSwitch ### From LiveSwitch to Booker Merchant - When **New Contact Matching Filter** in LiveSwitch then **Create Customer** in Booker Merchant - When **New Conversation Matching Filter** in LiveSwitch then **Create Dependent Customer** in Booker Merchant 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 Booker Merchant and LiveSwitch ## Triggers and actions 11 triggers · 77 actions - Trigger **New Customer** Triggered when a new customer is added at a location. - Trigger **New Order** Triggered when a new order is added at a location. - Trigger **New or Updated Appointment** Triggered when an appointment is added or updated. - Trigger **New or Updated Appointment Treatment** Triggered when an appointment treatment line is added or updated. - Trigger **New or Updated Customer** Triggered when a customer is added or updated. - Trigger **Updated Customer** Triggered when an existing customer is updated. - Action **Create Customer** Create a new customer. - Action **Create Dependent Customer** Create a customer that belongs to another customer's account. - Action **Create Employee** Create a new employee. - Action **Create Membership** Create a new membership. - Action **Create Room** Create a new room. - Action **Create Special** Create a special/promotion at a location. - Action **Delete Customer** Delete a customer. - Action **Delete Employee** Delete an employee. - Action **Delete Membership** Delete a membership. - Action **Delete Room** Delete a room. - Action **Find Appointments** List appointments at a location within a date range. - Action **Find Customers** List/search customers at a location. - Action **Find Employees** List employees/staff at a location. - Action **Find Location** Find a single location matching your filters. - Action **Find Locations** List locations for the merchant account. - Action **Find Orders** List orders at a location. - Action **Find Packages** Search the packages a location sells. - Action **Find Products** Search the products available to sell on an order. - Action **Find Rooms** Search the treatment rooms at a location. - Action **Find Series** Search the service series a location sells. - Action **Find Specials** List active specials/promotions at a location. - Action **Find Treatments** List bookable treatments/services at a location. - Action **Get Appointment** Get a single appointment by ID. - Action **Get Appointment By Booking Number** Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id. - Action **Get Appointments** Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times. - Action **Get Customer** Get a single customer by ID. - Action **Get Customer Appointments** List the appointments booked for one customer. - Action **Get Customer Types** List the customer types configured at a location. - Action **Get Employee** Get a single employee by ID. - Action **Get Employee Schedule** Retrieve an employee's working schedule. - Action **Get Gift Certificate Templates** List the gift certificate templates a location offers. - Action **Get Location** Get a single location by ID. - Action **Get Location Cancellation Policy** Retrieve a location's cancellation policy. - Action **Get Location Categories** List a location's service categories. - Action **Get Location Return Policy** Retrieve a location's return policy. - Action **Get Location Schedule** Get a location's day schedule / business hours. - Action **Get Location Sub Categories** List the sub-categories under a location's service category. - Action **Get Package** Retrieve a package by its id. - Action **Get Product Categories** List the product categories available. - Action **Get Product Sub Categories** List the product sub-categories available. - Action **Get Quantity In Stock** Check the stock level of a product. - Action **Get Room** Retrieve a room by its id. - Action **Get Special By Code** Retrieve a promotional special using its code. - Action **Get Treatment** Get a single treatment/service by ID. - Action **Update Customer** Update a customer record. - Action **Update Employee** Update an existing employee. - Action **Update Employee Schedule** Update an employee's working schedule. - Action **Update Location** Update an existing location. - Action **Update Location Cancellation Policy** Update a location's cancellation policy. - Action **Update Location Weekly Day Schedule** Update a location's weekly opening hours. - Action **Update Membership** Update an existing membership. - Action **Update Room** Update an existing room. - Action **Update Treatment** Update an existing treatment. - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Contact** Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Contact** Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Project** Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. ## Each app on its own - [ **Booker Merchant** Booker by Mindbody is a cloud booking and business-management platform for spas and salons.](https://apiant.ai/connections/booker-merchant) - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) Reviews ## What our customers say ## More from Booker Merchant - [ **Booker Merchant to EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connect/booker-merchant-to-easycsv) - [ **Booker Merchant to MailerLite** MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email...](https://apiant.ai/connect/booker-merchant-to-mailerlite) - [ **Booker Merchant to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/booker-merchant-to-hubspot) - [ **Booker Merchant to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/booker-merchant-to-salesforce) - [ **Booker Merchant to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/booker-merchant-to-slack) - [ **Booker Merchant to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/booker-merchant-to-google-sheets) ## More into LiveSwitch - [ **HubSpot to LiveSwitch** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liveswitch) - [ **Google Sheets to LiveSwitch** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-liveswitch) - [ **Gmail to LiveSwitch** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liveswitch) - [ **Google Calendar to LiveSwitch** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liveswitch) - [ **Google Drive to LiveSwitch** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liveswitch) - [ **ActiveCampaign to LiveSwitch** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liveswitch) Questions ## Booker Merchant and LiveSwitch, answered ### ### What can start an automation from Booker Merchant? Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LiveSwitch when something happens in Booker Merchant? Any of LiveSwitch's 24 actions, including Create Contact, Create Conversation, Create Project and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiveSwitch to Booker Merchant? Yes. When something happens in LiveSwitch, your agent can act in Booker Merchant too. This page covers both directions: LiveSwitch's triggers and Booker Merchant's actions are listed here as well. ### ### Do I have to build a connector for Booker Merchant or LiveSwitch? 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 Booker Merchant and LiveSwitch 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.