Integration
Connect Callingly and ClientSuccess
When Lead Created fires in Callingly, your agent runs Create Contact in ClientSuccess, or New Client in ClientSuccess to Update or Tag Lead in Callingly. 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 Callingly and ClientSuccess to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Callingly and ClientSuccess can do together
From Callingly to ClientSuccess
When Lead Created in Callingly
then Create Contact in ClientSuccess
From ClientSuccess to Callingly
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 Callingly and ClientSuccess
Triggers and actions 7 triggers · 22 actions
- Lead Created
Triggers when a new lead is added to Callingly.
- Lead Updated or Tagged
Triggers when a Callingly lead is tagged or its status, stage or result changes.
- Call Lead
Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
- Delete Lead
Deletes a Callingly lead.
- Find Lead
Finds a Callingly lead by phone number and returns the first match.
- Get Call
Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.
- Get Lead
Returns one Callingly lead by its ID, with its contact details and status.
- List Sequences
Returns the follow-up sequences in the Callingly account.
- List Teams
Returns the teams in the Callingly account.
- List Users
Returns the users (agents) in the Callingly account.
- Schedule Call
Creates or updates a lead and schedules a call from your team to the lead at the time you choose.
- Schedule SMS
Schedules a text message to an existing Callingly lead for a future time.
- Send SMS
Sends a text message from one of your Callingly numbers to a lead.
- Update or Tag Lead
Updates a Callingly lead's details, status, stage or tags.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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
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Questions
Callingly and ClientSuccess, answered
What can start an automation from Callingly?
Any of Callingly's 2 triggers in the catalog, including Lead Created and Lead Updated or Tagged. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in Callingly?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to Callingly?
Yes. When something happens in ClientSuccess, your agent can act in Callingly too. This page covers both directions: ClientSuccess's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or ClientSuccess?
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 Callingly and ClientSuccess 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.