Integration
Connect ChargeDesk and idloom
When Charge Created fires in ChargeDesk, your agent runs Create Payment Transaction in idloom, or New Attendee in idloom 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 idloom 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 idloom can do together
From ChargeDesk to idloom
When Charge Created in ChargeDesk
then Create Payment Transaction in idloom
From idloom 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 idloom
Triggers and actions 14 triggers · 16 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.
- New Attendee
Triggers when a new attendee registers for an idloom event.
- New Category
Triggers when a new registration category is added to an idloom event.
- New Credit-Note
Triggers when a new credit note is issued in idloom.
- New Event
Triggers when a new event is created in idloom.
- New Fields
Triggers when a new registration field is added to an idloom event.
- New Invoice
Triggers when a new invoice is issued in idloom.
- New Option
Triggers when a new option is added to an idloom event.
- New Profile
Triggers when a new profile is added to the idloom account.
- New Receipt
Triggers when a new receipt is issued in idloom.
- New Transaction
Triggers when a new payment transaction is recorded for an idloom attendee.
- Create Check-In
Records a check-in or check-out for an attendee at an idloom event.
- Create Payment Transaction
Records a payment against an attendee or invoice in idloom.
- Search for Attendee
Finds idloom attendees by UID, email or event.
- Search for Attendees Statuses
Returns the attendee statuses configured for an idloom event.
- Search for Event
Looks up an idloom event by its unique ID and returns its details.
- Update Event
Updates an existing idloom event's details.
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 idloom
Google Drive to idloomGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to idloomActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
ChargeDesk and idloom, 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 idloom when something happens in ChargeDesk?
Any of idloom's 6 actions, including Create Check-In, Create Payment Transaction, Update Event and Search for Attendee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from idloom to ChargeDesk?
Yes. When something happens in idloom, your agent can act in ChargeDesk too. This page covers both directions: idloom's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or idloom?
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 idloom 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.