--- title: "Connect Cirqll and ConvesioConvert - APIANT.ai" description: "When \"New Note Event\" fires in Cirqll, your agent runs \"Create Contact\" in ConvesioConvert." canonical: "https://apiant.ai/connect/cirqll-to-convesioconvert" --- # Connect Cirqll and ConvesioConvert When **New Note Event** fires in [Cirqll](https://apiant.ai/connections/cirqll), your agent runs **Create Contact** in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), or **Contact Updated** in ConvesioConvert to **Create Contact** in Cirqll. Describe the whole flow and it is built, tested on every scenario and kept running. Cirqll **2** triggers Cirqll **23** actions ConvesioConvert **2** triggers ConvesioConvert **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cirqll and ConvesioConvert 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 Cirqll and ConvesioConvert can do together ### From Cirqll to ConvesioConvert - When **New Note Event** in Cirqll then **Create Contact** in ConvesioConvert - When **New Task Event** in Cirqll then **Update Contact** in ConvesioConvert ### From ConvesioConvert to Cirqll - When **Contact Updated** in ConvesioConvert then **Create Contact** in Cirqll - When **Custom Attribute Added** in ConvesioConvert then **Create Customer** in Cirqll 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 Cirqll and ConvesioConvert ## Triggers and actions 4 triggers · 26 actions - Trigger **New Note Event** Triggers when a note is created, updated or deleted. - Trigger **New Task Event** Triggers when a task is created, updated or deleted. - Action **Create Appointment** Creates a new appointment. - Action **Create Assignment** Creates a new assignment. - Action **Create Chance** Creates a new chance. - Action **Create Contact** Creates a new contact. - Action **Create Contract** Create a new contract and associate it with a customer. - Action **Create Customer** Creates a new customer. - Action **Create Email** Logs an email in Cirqll and associates it with a customer. - Action **Create Note** Creates a new note. - Action **Create Task** Creates a new task. - Action **Find Appointment** Returns up to 100 appointments that match the specified filter. - Action **Find Assignment** Returns up to 100 assignments that match the specified Cirqll filter. - Action **Find Chance** Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count. - Action **Find Contact** Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched. - Action **Find Contract** Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Customer** Searches for an existing customer. - Action **Find Email** Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Field** Find custom field definitions in Cirqll by a filter (name, type, category and so on). - Action **Find Note** Searches for an existing note. - Action **Find Task** Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match. - Action **Find User** Find users in your Cirqll organisation that match a filter, such as a name or email address. - Action **Update Appointment** Update an existing appointment's time, participants, or details. - Action **Update Chance** Update a chance. - Action **Update User** Updates a Cirqll user's name, email, two-factor mode or language. - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. ## Each app on its own - [ **Cirqll** Cirqll is a CRM platform to organize everything around your customer.](https://apiant.ai/connections/cirqll) - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) Reviews ## What our customers say ## More from Cirqll - [ **Cirqll to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cirqll-to-hubspot) - [ **Cirqll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cirqll-to-salesforce) - [ **Cirqll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cirqll-to-slack) - [ **Cirqll to Google Sheets** Google Sheets](https://apiant.ai/connect/cirqll-to-google-sheets) - [ **Cirqll to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cirqll-to-gmail) - [ **Cirqll to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cirqll-to-google-calendar) ## More into ConvesioConvert - [ **Cliniko to ConvesioConvert** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/cliniko-to-convesioconvert) - [ **ActiveCampaign to ConvesioConvert** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-convesioconvert) - [ **Airtable to ConvesioConvert** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-convesioconvert) - [ **Asana to ConvesioConvert** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-convesioconvert) - [ **ClickUp to ConvesioConvert** 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-convesioconvert) - [ **Brevo to ConvesioConvert** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-convesioconvert) Questions ## Cirqll and ConvesioConvert, answered ### ### What can start an automation from Cirqll? Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ConvesioConvert when something happens in Cirqll? Any of ConvesioConvert's 3 actions, including Create Contact, Update Contact and Unsubscribe Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConvesioConvert to Cirqll? Yes. When something happens in ConvesioConvert, your agent can act in Cirqll too. This page covers both directions: ConvesioConvert's triggers and Cirqll's actions are listed here as well. ### ### Do I have to build a connector for Cirqll or ConvesioConvert? 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 Cirqll and ConvesioConvert 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.