# Connect Chargify and TouchBasePro When **New Customer** fires in [Chargify](https://apiant.ai/connections/chargify), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro 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 TouchBasePro **3** triggers TouchBasePro **6** 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 TouchBasePro to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 TouchBasePro can do together ### From Chargify to TouchBasePro - When **New Customer** in Chargify then **Send Smart Email** in TouchBasePro - When **New Invoice** in Chargify then **Add List** in TouchBasePro ### From TouchBasePro to Chargify - When **New Subscriber** in TouchBasePro then **Create Customer** in Chargify - When **Updated Subscriber** in TouchBasePro 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 TouchBasePro ## Triggers and actions 8 triggers · 16 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 **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## 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) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) 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 TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## Chargify and TouchBasePro, 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 TouchBasePro when something happens in Chargify? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to Chargify? Yes. When something happens in TouchBasePro, your agent can act in Chargify too. This page covers both directions: TouchBasePro's triggers and Chargify's actions are listed here as well. ### ### Do I have to build a connector for Chargify or TouchBasePro? 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. ### ### 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.