Integration
Connect Chaser (Task Manager) to Customer Fields
When New Completed Task fires in Chaser (Task Manager), your agent runs Create Customer in Customer Fields. 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 Chaser (Task Manager) and Customer Fields 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 Chaser (Task Manager) can start in Customer Fields
When New Completed Task in Chaser (Task Manager)
then Create Customer in Customer Fields
When New or Updated Task in Chaser (Task Manager)
then Update Customer in Customer Fields
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 Chaser (Task Manager) and Customer Fields
Triggers and actions 3 triggers · 18 actions
Trigger
New Completed TaskTriggers when a Chaser task is fully completed.
Trigger
New or Updated TaskTriggers when a Chaser task is created or changed.
Trigger
New TaskTriggers when a new task is created in Chaser.
Action
Acknowledge TaskAcknowledges a Chaser task for the owner of the API key.
Action
Complete TaskCompletes a Chaser task for the owner of the API key; on a multi-assignee task only their part is completed.
Action
Complete Task for AllCompletes a Chaser task for every assignee at once.
Action
Complete Task for AssigneesCompletes a Chaser task on behalf of the named assignees.
Action
Delete TaskDeletes a Chaser task.
Action
Get TaskReturns one Chaser task by its ID, including assignees, due date, status and history.
Action
List TasksReturns Chaser tasks you can see, filtered by assignee, channel, tags, completion or overdue status.
Action
Log Time on TaskLogs minutes of time on a Chaser task; a negative number subtracts time.
Action
Reopen TaskReopens a completed Chaser task, optionally changing its summary, due date or assignees.
Action
Send TaskCreates a new Chaser task in a Slack channel, thread or DM, with optional assignees and due date.
Action
Update TaskUpdates a Chaser task's summary, due date, due time, assignees or custom status; blank fields are left unchanged.
Action
Create CustomerCreates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account.
Action
Find a CustomerReturns the customers whose email address matches the one you specify, including their custom data column values.
Action
List data columnsReturns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns.
Action
List formsReturns the account's non-archived Customer Fields forms, with each form's id and name.
Action
List segmentsReturns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook.
Action
Send Account InviteSends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account.
Action
Update CustomerUpdates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer.
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
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More into Customer Fields
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Salesforce to Customer FieldsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Customer FieldsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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Questions
Chaser (Task Manager) and Customer Fields, answered
What can start an automation from Chaser (Task Manager)?
Any of Chaser (Task Manager)'s 3 triggers in the catalog, including New Completed Task, New or Updated Task and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customer Fields when something happens in Chaser (Task Manager)?
Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customer Fields to Chaser (Task Manager)?
Customer Fields has no triggers in the catalog today, so automations start in Chaser (Task Manager). If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it.
Do I have to build a connector for Chaser (Task Manager) or Customer Fields?
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 Chaser (Task Manager) and Customer Fields 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.