Integration
Connect Chargify and Salespanel
When New Customer fires in Chargify, your agent runs Log Custom Activity in Salespanel, or Lead Identified in Salespanel to Create Customer in Chargify. 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 Chargify and Salespanel 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 Chargify and Salespanel can do together
From Chargify to Salespanel
When New Customer in Chargify
then Log Custom Activity in Salespanel
When New Invoice in Chargify
then Identify Visitor in Salespanel
From Salespanel to Chargify
When Lead Identified in Salespanel
then Create Customer in Chargify
When Visiting Company Identified in Salespanel
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 Salespanel
Triggers and actions 7 triggers · 17 actions
Trigger
New CustomerTriggers when a customer is added.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Trigger
New Subscription StateTriggers when the state of a subscription changes.
Trigger
Updated SubscriptionTriggers when a subscription is updated.
Action
Create CouponCreates a coupon.
Action
Create CustomerCreates a customer.
Action
Create Product Price PointCreates a product price point.
Action
Create SubscriptionCreates a subscription.
Action
Find a CustomerFinds a customer.
Action
Find a ProductFinds a product.
Action
Find a Product FamilyFinds a product family.
Action
Find a Product Family ComponentFinds a product family component.
Action
Find a SubscriptionFinds a subscription.
Action
Update SubscriptionUpdates an existing subscription.
Trigger
Lead IdentifiedTriggers when a new identified lead first appears in Salespanel.
Trigger
Visiting Company IdentifiedTriggers when a new visiting company is first identified on your website.
Action
Get VisitorReturns one Salespanel visitor with their person, company, acquisition and activity details.
Action
Get Visitor AttributionReturns a Salespanel visitor with first-touch and last-touch marketing attribution.
Action
Identify VisitorTurns an anonymous Salespanel visitor into an identified lead by associating an email address.
Action
List SegmentsReturns the visitor segments created in the Salespanel account.
Action
List Visitor ActivitiesReturns a Salespanel visitor's page visits, email opens and custom activities, newest first.
Action
Log Custom ActivityLogs a custom activity (e.g. a demo viewed or a sales call) on a Salespanel visitor.
Action
Set Visitor AttributesSets a custom attribute value on a Salespanel visitor, creating the attribute if it does not exist yet.
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 Chargify
Chargify to SalesmapSalesMap is a data-driven CRM for sales growth.
Chargify to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Chargify to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Chargify to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Chargify to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Chargify to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Salespanel
HubSpot to SalespanelHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SalespanelSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SalespanelGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalespanelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalespanelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalespanelGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Chargify and Salespanel, 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 Salespanel when something happens in Chargify?
Any of Salespanel's 7 actions, including Log Custom Activity, Get Visitor, Get Visitor Attribution and Identify Visitor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salespanel to Chargify?
Yes. When something happens in Salespanel, your agent can act in Chargify too. This page covers both directions: Salespanel's triggers and Chargify's actions are listed here as well.
Do I have to build a connector for Chargify or Salespanel?
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 Salespanel 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.