--- title: "Connect Chatter and EFC Aquila - APIANT.ai" description: "When \"New Group\" fires in Chatter, your agent runs \"Add Lead\" in EFC Aquila, or \"New Appointment\" in EFC Aquila to \"Create Post\" in Chatter." canonical: "https://apiant.ai/connect/chatter-to-efc-aquila" --- # Connect Chatter and EFC Aquila When **New Group** fires in [Chatter](https://apiant.ai/connections/chatter), your agent runs **Add Lead** in [EFC Aquila](https://apiant.ai/connections/efc-aquila), or **New Appointment** in EFC Aquila to **Create Post** in Chatter. Describe the whole flow and it is built, tested on every scenario and kept running. Chatter **2** triggers Chatter **19** actions EFC Aquila **9** triggers EFC Aquila **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chatter and EFC Aquila 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) Example flows ## What Chatter and EFC Aquila can do together ### From Chatter to EFC Aquila - When **New Group** in Chatter then **Add Lead** in EFC Aquila - When **New Post** in Chatter then **Send Email** in EFC Aquila ### From EFC Aquila to Chatter - When **New Appointment** in EFC Aquila then **Create Post** in Chatter - When **New Lead** in EFC Aquila then **Create Post in Group** in Chatter 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 Chatter and EFC Aquila ## Triggers and actions 11 triggers · 27 actions - Trigger **New Group** Triggers when a new Chatter group is created in the org. - Trigger **New Post** Triggers when a new post appears in the authenticated user's news feed. - Action **Add group** Creates a new Chatter group with a name, visibility and optional description and settings. - Action **Add Member to Group** Add a user as a member of a Chatter group. - Action **Create Post** Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user). - Action **Create Post in Group** Create a new Chatter feed post in the specified group. - Action **Delete comment** Deletes a comment from a Chatter post. - Action **Delete group** Deletes a Chatter group. - Action **Delete post** Deletes a Chatter post (feed element). - Action **Find users by name** Returns the Chatter users whose names match the search text. - Action **Get group** Returns the details of a Chatter group, including its name, description, visibility, owner and member count. - Action **Get My User Info** Get profile information for the authenticated Chatter user. - Action **Get user** Returns a Chatter user's profile details, such as name, title, company, photo and follower counts. - Action **Like Feed Element** Like a Chatter feed element (post). - Action **List group members** Returns the members of a Chatter group, with each member's role and user details. - Action **List Groups** List the Chatter groups in the org. - Action **Post Comment** Add a comment to an existing Chatter feed element (post). - Action **Remove member from group** Removes a member from a Chatter group by deleting their group membership. - Action **Search Feed** Search Chatter feed elements matching a text query. - Action **Update group** Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed. - Action **Update post** Edits the text of an existing Chatter post. - Trigger **Assessment Query** Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters. - Trigger **Birthday** Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year. - Trigger **Classes Attended** Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it. - Trigger **Did Not Show** Triggers when a member booked onto a class or event today is marked absent (did not show). - Trigger **Expired Member** Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first. - Trigger **Member Query** Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive. - Trigger **New Appointment** Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year. - Trigger **New Lead** Triggers when a new lead (prospective member) is registered at the selected Location. - Trigger **New Member** Triggers when a member enrols at the selected Location (school). - Action **Add Lead** Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member. - Action **Book Session** Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned. - Action **Create Appointment** Creates a one-on-one appointment with a member at a location, optionally as a recurring series. - Action **Create Note** Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC. - Action **Enrol Member** Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment. - Action **Send Email** Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message. - Action **Send SMS** Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation. - Action **Send Template** Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery. ## Each app on its own - [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter) - [ **EFC Aquila** EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.](https://apiant.ai/connections/efc-aquila) Reviews ## What our customers say ## More from Chatter - [ **Chatter to Hailer** Hailer is a tool that helps people be more productive and organized together.](https://apiant.ai/connect/chatter-to-hailer) - [ **Chatter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chatter-to-hubspot) - [ **Chatter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chatter-to-salesforce) - [ **Chatter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chatter-to-slack) - [ **Chatter to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/chatter-to-google-sheets) - [ **Chatter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chatter-to-gmail) ## More into EFC Aquila - [ **ActiveCampaign to EFC Aquila** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-efc-aquila) - [ **Airtable to EFC Aquila** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-efc-aquila) - [ **Asana to EFC Aquila** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-efc-aquila) - [ **ClickUp to EFC Aquila** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-efc-aquila) - [ **Discord to EFC Aquila** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-efc-aquila) - [ **Brevo to EFC Aquila** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-efc-aquila) Questions ## Chatter and EFC Aquila, answered ### ### What can start an automation from Chatter? Any of Chatter's 2 triggers in the catalog, including New Group and New Post. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EFC Aquila when something happens in Chatter? Any of EFC Aquila's 8 actions, including Create Appointment, Create Note, Send Email and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EFC Aquila to Chatter? Yes. When something happens in EFC Aquila, your agent can act in Chatter too. This page covers both directions: EFC Aquila's triggers and Chatter's actions are listed here as well. ### ### Do I have to build a connector for Chatter or EFC Aquila? 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 Chatter and EFC Aquila 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.