--- title: "Connect Booker Merchant to Teamgate - APIANT.ai" description: "When \"New Customer\" fires in Booker Merchant, your agent runs \"Create Deal\" in Teamgate." canonical: "https://apiant.ai/connect/booker-merchant-to-teamgate" --- # Connect Booker Merchant to Teamgate When **New Customer** fires in [Booker Merchant](https://apiant.ai/connections/booker-merchant), your agent runs **Create Deal** in [Teamgate](https://apiant.ai/connections/teamgate). Describe the whole flow and it is built, tested on every scenario and kept running. Booker Merchant **6** triggers Booker Merchant **53** actions Teamgate **35** 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 Teamgate 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 can start in Teamgate - When **New Customer** in Booker Merchant then **Create Deal** in Teamgate - When **New Order** in Booker Merchant then **Create Lead** in Teamgate 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 Teamgate ## Triggers and actions 6 triggers · 88 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. - Action **Create Activity** Creates a new activity. - Action **Create Company** Creates a new company. - Action **Create Deal** Creates a new deal in Teamgate. - Action **Create Lead** Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID). - Action **Create Note** Creates a note in Teamgate, optionally linked to products, companies, deals or leads. - Action **Create Person** Creates a new person (contact) in Teamgate. - Action **Create Product** Creates a new product. - Action **Delete Activity** Deletes an activity (task, call or note) in Teamgate. - Action **Delete Company** Deletes a company in Teamgate by its ID. - Action **Delete Deal** Delete a deal by id. - Action **Delete Lead** Deletes a lead in Teamgate by its ID. - Action **Delete Note** Deletes a note in Teamgate. - Action **Delete Person** Delete a person by id. - Action **Delete Product** Delete a product by id. - Action **Find Company** Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code. - Action **Find Deal** Returns the deals whose name matches the specified name, optionally narrowed by status. - Action **Find Lead** Finds Teamgate leads by name, optionally narrowed by company, source, industry or status. - Action **Find Person** Find people in Teamgate by name, optionally narrowed by source, industry or job title. - Action **Find Product** Finds a product give. - Action **Get Activity** Retrieve details of a single activity by id. - Action **Get Company** Retrieve details of a single organization (company) by id. - Action **Get Deal** Retrieve details of a single deal by id. - Action **Get Lead** Retrieve details of a single lead by id. - Action **Get Note** Retrieve details of a single note by id. - Action **Get Person** Retrieves a single person from Teamgate by id, including custom field values. - Action **Get Product** Retrieve a single Teamgate product by id, including its custom field values. - Action **List Activities** Retrieve all activities. - Action **Update Activity** Update fields of an existing activity by id. - Action **Update Cart Products Status** Sets every product in a deal's cart active (in stock) or inactive (out of stock). - Action **Update Company** Update existing company. - Action **Update Deal** Update existing deal. - Action **Update Lead** Updates an existing lead in Teamgate. Only the fields you fill in are changed. - Action **Update Note** Updates the text or linked records of an existing Teamgate note. - Action **Update Person** Update existing person. - Action **Update Product** Update existing product. ## 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) - [ **Teamgate** Teamgate is an intelligent sales CRM with a great insights.](https://apiant.ai/connections/teamgate) 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 Teamgate - [ **HubSpot to Teamgate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamgate) - [ **Salesforce to Teamgate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamgate) - [ **Slack to Teamgate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamgate) - [ **Google Sheets to Teamgate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamgate) - [ **Gmail to Teamgate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamgate) - [ **Google Calendar to Teamgate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamgate) Questions ## Booker Merchant and Teamgate, 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 Teamgate when something happens in Booker Merchant? Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamgate to Booker Merchant? Teamgate has no triggers in the catalog today, so automations start in Booker Merchant. If you need the other direction, ask: your agent reads Teamgate's API documentation and adds it. ### ### Do I have to build a connector for Booker Merchant or Teamgate? 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 Teamgate 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.