--- title: "Connect Certifier and Clientify - APIANT.ai" description: "When \"Credential Created\" fires in Certifier, your agent runs \"Add task\" in Clientify, or \"New Contact\" in Clientify to \"Find Credentials\" in Certifier." canonical: "https://apiant.ai/connect/certifier-to-clientify" --- # Connect Certifier and Clientify When **Credential Created** fires in [Certifier](https://apiant.ai/connections/certifier), your agent runs **Add task** in [Clientify](https://apiant.ai/connections/clientify), or **New Contact** in Clientify to **Find Credentials** in Certifier. Describe the whole flow and it is built, tested on every scenario and kept running. Certifier **6** triggers Certifier **2** actions Clientify **3** triggers Clientify **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Certifier and Clientify 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 Certifier and Clientify can do together ### From Certifier to Clientify - When **Credential Created** in Certifier then **Add task** in Clientify - When **Credential Downloaded** in Certifier then **Create Contact** in Clientify ### From Clientify to Certifier - When **New Contact** in Clientify then **Find Credentials** in Certifier - When **New Deal** in Clientify then **List Designs** in Certifier 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 Certifier and Clientify ## Triggers and actions 9 triggers · 17 actions - Trigger **Credential Created** Triggers when a new credential is created - Trigger **Credential Downloaded** Triggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event. - Trigger **Credential Expired** Triggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential. - Trigger **Credential Issued** Triggers when a credential is issued - Trigger **Credential Shared** Triggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event. - Trigger **Credential Viewed** Triggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event. - Action **Find Credentials** Returns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials. - Action **List Designs** Returns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL. - Trigger **New Contact** Triggers when a new contact is created in Clientify. - Trigger **New Deal** Triggers when a new deal is created in Clientify. - Trigger **New Task** Triggers when a new task is created in Clientify. - Action **Add company** Creates a company in Clientify with its contact details, address, tags and custom field values. - Action **Add task** Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals. - Action **Create Abandoned Cart** Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency. - Action **Create Contact** Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on. - Action **Create Deal** Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage. - Action **Create Order** Creates an order in Clientify for a contact, with its line items. - Action **Delete contact** Deletes a contact from Clientify. - Action **Find Contact** Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches. - Action **Get company** Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees. - Action **Get contact** Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields. - Action **Get deal** Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields. - Action **List contacts** Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates. - Action **Update company** Updates an existing company in Clientify and returns the updated record. - Action **Update contact** Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values. - Action **Update deal** Updates an existing Clientify deal, changing only the fields you fill in. ## Each app on its own - [ **Certifier** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connections/certifier) - [ **Clientify** Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication...](https://apiant.ai/connections/clientify) Reviews ## What our customers say ## More from Certifier - [ **Certifier to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/certifier-to-hubspot) - [ **Certifier to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/certifier-to-salesforce) - [ **Certifier to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/certifier-to-slack) - [ **Certifier to Google Sheets** Google Sheets](https://apiant.ai/connect/certifier-to-google-sheets) - [ **Certifier to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/certifier-to-gmail) - [ **Certifier to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/certifier-to-google-calendar) ## More into Clientify - [ **ActiveCampaign to Clientify** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clientify) - [ **Airtable to Clientify** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clientify) - [ **Asana to Clientify** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clientify) - [ **ClickUp to Clientify** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clientify) - [ **Brevo to Clientify** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clientify) - [ **Calendly to Clientify** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clientify) Questions ## Certifier and Clientify, answered ### ### What can start an automation from Certifier? Any of Certifier's 6 triggers in the catalog, including Credential Created, Credential Downloaded, Credential Expired and Credential Issued. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientify when something happens in Certifier? Any of Clientify's 15 actions, including Create Abandoned Cart, Create Contact, Create Deal and Create Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clientify to Certifier? Yes. When something happens in Clientify, your agent can act in Certifier too. This page covers both directions: Clientify's triggers and Certifier's actions are listed here as well. ### ### Do I have to build a connector for Certifier or Clientify? 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 Certifier and Clientify 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.