--- title: "Connect ChargeOver to InfoLobby - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Add Task\" in InfoLobby." canonical: "https://apiant.ai/connect/chargeover-to-infolobby" --- # Connect ChargeOver to InfoLobby When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add Task** in [InfoLobby](https://apiant.ai/connections/infolobby). Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions InfoLobby **14** 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 InfoLobby 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 can start in InfoLobby - When **Contact Was Updated** in ChargeOver then **Add Task** in InfoLobby - When **Contact Was Updated** in ChargeOver then **Create Record** in InfoLobby 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 InfoLobby ## Triggers and actions 1 trigger · 34 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. - Action **Add File** Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept. - Action **Add Table** Create a new table in a space. - Action **Add Task** Creates a task attached to a record in an InfoLobby table. - Action **Create Comment** Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers. - Action **Create Record** Creates a new record in an InfoLobby table. - Action **Delete a Record** Deletes a record from an InfoLobby table. - Action **Delete File** Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched. - Action **Filter Table Records** Returns the records in an InfoLobby table that match the given filters, search term or saved view. - Action **Get Record** Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found. - Action **Get Table** Returns a table's metadata and its field definitions (schema). - Action **List Spaces** Lists every workspace (space) the connected API key has access to. - Action **List Tables** Returns all tables in an InfoLobby workspace (space). - Action **Query Table Records** Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows. - Action **Update a Record** Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **InfoLobby** InfoLobby is a cloud database that's blazingly fast, super secure, highly flexible, and has a high...](https://apiant.ai/connections/infolobby) 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 InfoLobby - [ **HubSpot to InfoLobby** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-infolobby) - [ **Salesforce to InfoLobby** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-infolobby) - [ **Slack to InfoLobby** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-infolobby) - [ **Google Sheets to InfoLobby** Google Sheets](https://apiant.ai/connect/google-sheets-to-infolobby) - [ **Gmail to InfoLobby** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-infolobby) - [ **Google Calendar to InfoLobby** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-infolobby) Questions ## ChargeOver and InfoLobby, 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 InfoLobby when something happens in ChargeOver? Any of InfoLobby's 14 actions, including Create Comment, Create Record, Update a Record and Add File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InfoLobby to ChargeOver? InfoLobby has no triggers in the catalog today, so automations start in ChargeOver. If you need the other direction, ask: your agent reads InfoLobby's API documentation and adds it. ### ### Do I have to build a connector for ChargeOver or InfoLobby? 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 InfoLobby 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.