--- title: "Connect ChargeOver and HappyFox Chat - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"List offline messages\" in HappyFox Chat." canonical: "https://apiant.ai/connect/chargeover-to-happyfox-chat" --- # Connect ChargeOver and HappyFox Chat When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **List offline messages** in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), or **New Missed Chat** in HappyFox Chat to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions HappyFox Chat **3** triggers HappyFox Chat **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and HappyFox Chat 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 ChargeOver and HappyFox Chat can do together ### From ChargeOver to HappyFox Chat - When **Contact Was Updated** in ChargeOver then **List offline messages** in HappyFox Chat - When **Contact Was Updated** in ChargeOver then **Get agent** in HappyFox Chat ### From HappyFox Chat to ChargeOver - When **New Missed Chat** in HappyFox Chat then **Create a Contact** in ChargeOver - When **New Offline Message** in HappyFox Chat then **Create a Customer** in ChargeOver 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 ChargeOver and HappyFox Chat ## Triggers and actions 4 triggers · 28 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **Finished Chat** Triggered when a chat in HappyFox Chat ends and its transcript is created. - Trigger **New Missed Chat** Triggered when a chat in HappyFox Chat ends without an agent answering it. - Trigger **New Offline Message** Triggered when a visitor leaves an offline message in HappyFox Chat. - Action **Get agent** Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions. - Action **Get department** Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents. - Action **List agents** Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions. - Action **List canned responses** Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them. - Action **List departments** Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each. - Action **List offline messages** Returns the offline messages visitors left in HappyFox Chat while no agent was available. - Action **List transcripts** Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range. - Action **List visitors** Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into HappyFox Chat - [ **Google Sheets to HappyFox Chat** Google Sheets](https://apiant.ai/connect/google-sheets-to-happyfox-chat) - [ **Gmail to HappyFox Chat** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-happyfox-chat) - [ **Google Calendar to HappyFox Chat** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-happyfox-chat) - [ **Google Drive to HappyFox Chat** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-happyfox-chat) - [ **ActiveCampaign to HappyFox Chat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-happyfox-chat) - [ **Airtable to HappyFox Chat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-happyfox-chat) Questions ## ChargeOver and HappyFox Chat, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in HappyFox Chat when something happens in ChargeOver? Any of HappyFox Chat's 8 actions, including Get agent, Get department, List agents and List canned responses. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HappyFox Chat to ChargeOver? Yes. When something happens in HappyFox Chat, your agent can act in ChargeOver too. This page covers both directions: HappyFox Chat's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or HappyFox Chat? 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 ChargeOver and HappyFox Chat 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.