--- title: "Connect Channels to Customer Fields - APIANT.ai" description: "When \"New Call Finished\" fires in Channels, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/channels-to-customer-fields" --- # Connect Channels to Customer Fields When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Create Customer** in [Customer Fields](https://apiant.ai/connections/customer-fields). Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** actions Customer Fields **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Channels and Customer Fields 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 Channels can start in Customer Fields - When **New Call Finished** in Channels then **Create Customer** in Customer Fields - When **New Voicemail Left **in Channels then **Update Customer** in Customer Fields 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 Channels and Customer Fields ## Triggers and actions 2 triggers · 16 actions - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. - Action **Create Customer** Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account. - Action **Find a Customer** Returns the customers whose email address matches the one you specify, including their custom data column values. - Action **List data columns** Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns. - Action **List forms** Returns the account's non-archived Customer Fields forms, with each form's id and name. - Action **List segments** Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook. - Action **Send Account Invite** Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account. - Action **Update Customer** Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer. ## Each app on its own - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) - [ **Customer Fields** Customer Fields provides a way to collect and store custom data for Shopify customers](https://apiant.ai/connections/customer-fields) Reviews ## What our customers say ## More from Channels - [ **Channels to Dappier** Dappier is a AI platform that provides access to real-time data models.](https://apiant.ai/connect/channels-to-dappier) - [ **Channels to Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connect/channels-to-karlia) - [ **Channels to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/channels-to-hubspot) - [ **Channels to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/channels-to-salesforce) - [ **Channels to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/channels-to-slack) - [ **Channels to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/channels-to-google-sheets) ## More into Customer Fields - [ **HubSpot to Customer Fields** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-fields) - [ **Salesforce to Customer Fields** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-fields) - [ **Slack to Customer Fields** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-fields) - [ **Google Sheets to Customer Fields** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-fields) - [ **Gmail to Customer Fields** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-fields) - [ **Google Calendar to Customer Fields** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customer-fields) Questions ## Channels and Customer Fields, answered ### ### What can start an automation from Channels? Any of Channels's 2 triggers in the catalog, including New Call Finished and New Voicemail Left. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer Fields when something happens in Channels? Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer Fields to Channels? Customer Fields has no triggers in the catalog today, so automations start in Channels. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it. ### ### Do I have to build a connector for Channels or Customer Fields? 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 Channels and Customer Fields 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.