--- title: "Connect Chargify to Salesmap - APIANT.ai" description: "When \"New Customer\" fires in Chargify, your agent runs \"Create Lead \" in Salesmap." canonical: "https://apiant.ai/connect/chargify-to-salesmap" --- # Connect Chargify to Salesmap When **New Customer** fires in [Chargify](https://apiant.ai/connections/chargify), your agent runs **Create Lead **in [Salesmap](https://apiant.ai/connections/salesmap). Describe the whole flow and it is built, tested on every scenario and kept running. Chargify **5** triggers Chargify **9** actions Salesmap **3** 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 Salesmap 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) Chargify holds the subscriptions, invoices and billing contacts; Salesmap holds the accounts your sales team works. Connecting the two means a new paying customer, a plan change or a cancellation in Chargify can show up in Salesmap as an organization, a person or a lead, without anyone retyping billing details into the CRM. Example flows ## What Chargify can start in Salesmap - When **New Customer** in Chargify then **Create Lead **in Salesmap - When **New Invoice** in Chargify then **Create Organization** in Salesmap 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 Salesmap ## Triggers and actions 5 triggers · 12 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 **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. - Action **Create Lead** - Action **Create Organization** Creates a Organization in Salesmap - Action **Create People** Creates a People in Salesmap ## 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) - [ **Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connections/salesmap) Reviews ## What our customers say ## More from Chargify - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Chargify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/chargify-to-google-calendar) ## More into Salesmap - [ **BigMailer to Salesmap** BigMailer is email marketing software for agencies and developers.](https://apiant.ai/connect/bigmailer-to-salesmap) - [ **HubSpot to Salesmap** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmap) - [ **Salesforce to Salesmap** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmap) - [ **Slack to Salesmap** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-salesmap) - [ **Google Sheets to Salesmap** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-salesmap) - [ **Gmail to Salesmap** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmap) Questions ## Chargify and Salesmap, answered ### ### Can Salesmap changes send anything back to Chargify? No. Salesmap has no triggers available here, so the flow starts in Chargify, from events like a new customer, a new invoice, a subscription update or a subscription state change. Chargify actions such as finding a customer or updating a subscription can still run as later steps. ### ### Will the agent look up billing details before creating the record in Salesmap? Yes. The agent can use Chargify lookups like Find a Customer, Find a Subscription or Find a Product first, then pass those details into Create Organization, Create People or Create Lead in Salesmap. It tests every scenario before the automation goes live. ### ### 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 Salesmap when something happens in Chargify? Any of Salesmap's 3 actions, including Create Lead, Create Organization and Create People. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmap to Chargify? Salesmap has no triggers in the catalog today, so automations start in Chargify. If you need the other direction, ask: your agent reads Salesmap's API documentation and adds it. ### ### Do I have to build a connector for Chargify or Salesmap? 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 Salesmap 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.