--- title: "Connect Chargify and Contractbook - APIANT.ai" description: "When \"New Customer\" fires in Chargify, your agent runs \"Get Document\" in Contractbook, or \"New Draft\" in Contractbook to \"Create Customer\" in Chargify." canonical: "https://apiant.ai/connect/chargify-to-contractbook" --- # Connect Chargify and Contractbook When **New Customer** fires in [Chargify](https://apiant.ai/connections/chargify), your agent runs **Get Document** in [Contractbook](https://apiant.ai/connections/contractbook), or **New Draft** in Contractbook to **Create Customer** in Chargify. Describe the whole flow and it is built, tested on every scenario and kept running. Chargify **5** triggers Chargify **10** actions Contractbook **3** triggers Contractbook **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chargify and Contractbook 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 Chargify and Contractbook can do together ### From Chargify to Contractbook - When **New Customer** in Chargify then **Get Document** in Contractbook - When **New Invoice** in Chargify then **Create Contract** in Contractbook ### From Contractbook to Chargify - When **New Draft** in Contractbook then **Create Customer** in Chargify - When **New Template** in Contractbook then **Find a Customer** in Chargify 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 Chargify and Contractbook ## Triggers and actions 8 triggers · 15 actions - Trigger **New Customer** Triggers when a customer is added. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Trigger **New Subscription State** Triggers when the state of a subscription changes. - Trigger **Updated Subscription** Triggers when a subscription is updated. - Action **Create Coupon** Creates a coupon. - Action **Create Customer** Creates a customer. - Action **Create Product Price Point** Creates a product price point. - Action **Create Subscription** Creates a subscription. - Action **Find a Customer** Finds a customer. - Action **Find a Product** Finds a product. - Action **Find a Product Family** Finds a product family. - Action **Find a Product Family Component** Finds a product family component. - Action **Find a Subscription** Finds a subscription. - Action **Update Subscription** Updates an existing subscription. - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings. - Action **Create Contract With Custom Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. ## Each app on its own - [ **Chargify** Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing...](https://apiant.ai/connections/chargify) - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) Reviews ## What our customers say ## More from Chargify - [ **Chargify to Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connect/chargify-to-salesmap) - [ **Chargify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargify-to-hubspot) - [ **Chargify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargify-to-salesforce) - [ **Chargify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargify-to-slack) - [ **Chargify to Google Sheets** Google Sheets](https://apiant.ai/connect/chargify-to-google-sheets) - [ **Chargify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chargify-to-gmail) ## More into Contractbook - [ **ActiveCampaign to Contractbook** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-contractbook) - [ **Airtable to Contractbook** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-contractbook) - [ **Asana to Contractbook** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-contractbook) - [ **ClickUp to Contractbook** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-contractbook) - [ **Brevo to Contractbook** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-contractbook) - [ **Calendly to Contractbook** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-contractbook) Questions ## Chargify and Contractbook, answered ### ### What can start an automation from Chargify? Any of Chargify's 5 triggers in the catalog, including New Customer, New Invoice, New Subscription and New Subscription State. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Contractbook when something happens in Chargify? Any of Contractbook's 5 actions, including Create Contract, Create Contract With Custom Parties, Create Draft and Create Draft With Custom Parties. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Contractbook to Chargify? Yes. When something happens in Contractbook, your agent can act in Chargify too. This page covers both directions: Contractbook's triggers and Chargify's actions are listed here as well. ### ### Do I have to build a connector for Chargify or Contractbook? 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 Chargify and Contractbook 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.