Integration
Connect ChargeDesk and Gist
When Charge Created fires in ChargeDesk, your agent runs Add Tag to an Existing Contact in Gist, or New Contact in Gist to Create Customer in ChargeDesk. 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 ChargeDesk and Gist 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 ChargeDesk and Gist can do together
From ChargeDesk to Gist
When Charge Created in ChargeDesk
then Add Tag to an Existing Contact in Gist
From Gist to ChargeDesk
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 ChargeDesk and Gist
Triggers and actions 14 triggers · 23 actions
- Charge Created
Triggers when a new charge is created or imported in ChargeDesk.
- Charge Failed
Triggers when a charge in ChargeDesk has failed.
- Customer Created
Triggers when a new customer is added in ChargeDesk.
- Subscription Created
Triggers when a new subscription is added in ChargeDesk.
- Add product
Creates a new product in ChargeDesk, used to group charges for the same type of sale, and returns the created product.
- Add subscription
Adds a subscription record to ChargeDesk for a customer. This records the subscription in ChargeDesk only and does not create a live subscription on your payment gateway.
- Cancel Subscription
Marks a ChargeDesk subscription record as canceled.
- Create Charge
Records a charge made outside ChargeDesk (it does not charge the card), so support agents and customers can see it.
- Create Customer
Creates a customer in ChargeDesk so their charges are grouped together.
- Find Charge
Finds ChargeDesk charges matching search text, status, customer or transaction ID.
- Find Customer
Finds ChargeDesk customers matching an ID, email address or name.
- Find subscriptions
Returns the subscriptions in ChargeDesk matching a customer and/or creation date range.
- Update charge
Updates an existing ChargeDesk charge record with new amount, status, customer or description details, and returns the updated charge.
- Update customer
Updates the details stored for an existing ChargeDesk customer and returns the updated customer.
- Conversation closed
Fires when a conversation is closed. Webhook topic "Conversation Closed".
- New Contact
Triggers when you add a new contact.
- New conversation
Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".
- New message from contact
Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact".
- Performed an Event
Triggers when a contact performs an event.
- Subscribed to a Campaign
Triggers when a contact is subscribed to a campaign.
- Tag Added to Contact
Triggers when a specific tag gets added to a contact.
- Tag Removed From Contact
Triggers when a specific tag gets removed from a contact.
- Unsubscribed From a Campaign
Triggers when a contact is unsubscribed from a campaign.
- Updated a Contact Property
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
- Add conversation
Create a new conversation in Gist's helpdesk/live-chat.
- Add Tag to an Existing Contact
Apply a tag to an existing contact.
- Assign conversation
Assign an existing conversation to a teammate or team.
- Close conversation
Close an existing conversation.
- Create or Update Contact
Creates a new Contact or updates an existing one.
- Delete contact
Delete a contact by id.
- Find a Contact
Finds an existing contact.
- Get a Contact
Fetches a contact by ID. An error occurs if the contact is not found.
- Get conversation
Retrieve a single conversation by id.
- List contacts
List all contacts in the workspace.
- List conversations
List all conversations in the workspace.
- Remove Tag From Existing Contact
Removes a tag from an existing contact.
- Reply to conversation
Add a reply message to an existing conversation.
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
More from ChargeDesk
ChargeDesk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ChargeDesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ChargeDesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ChargeDesk to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ChargeDesk to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ChargeDesk to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Gist
ActiveCampaign to GistActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GistOrganize anything with Airtable, a modern database created for everyone.
Asana to GistAsana is a collaborative information manager for workspace.
ClickUp to GistClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Freshdesk to GistFreshdesk is a cloud-based customer support and helpdesk platform.
Calendly to GistCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
ChargeDesk and Gist, answered
What can start an automation from ChargeDesk?
Any of ChargeDesk's 4 triggers in the catalog, including Charge Created, Customer Created, Subscription Created and Charge Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Gist when something happens in ChargeDesk?
Any of Gist's 13 actions, including Create or Update Contact, Add conversation, Add Tag to an Existing Contact and Assign conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Gist to ChargeDesk?
Yes. When something happens in Gist, your agent can act in ChargeDesk too. This page covers both directions: Gist's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or Gist?
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 ChargeDesk and Gist 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.