Integration
Connect Chargify and Sally
When New Customer fires in Chargify, your agent runs Create Task in Sally, or New Recording in Sally 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 Sally 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 Sally can do together
From Chargify to Sally
When New Customer in Chargify
then Create Task in Sally
When New Invoice in Chargify
then Update Task in Sally
From Sally to Chargify
When New Recording in Sally
then Create Customer in Chargify
When New Summary for Appointment Created in Sally
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 Sally
Triggers and actions 8 triggers · 25 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
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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 Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Chargify and Sally, 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 Sally when something happens in Chargify?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Chargify?
Yes. When something happens in Sally, your agent can act in Chargify too. This page covers both directions: Sally's triggers and Chargify's actions are listed here as well.
Do I have to build a connector for Chargify or Sally?
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 Sally 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.