--- title: "Connect ClickMagick to WiseTeam - APIANT.ai" description: "When \"New Project Action\" fires in ClickMagick, your agent runs \"Add contact\" in WiseTeam." canonical: "https://apiant.ai/connect/clickmagick-to-wiseteam" --- # Connect ClickMagick to WiseTeam When **New Project Action** fires in [ClickMagick](https://apiant.ai/connections/clickmagick), your agent runs **Add contact** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running. ClickMagick **2** triggers ClickMagick **9** actions WiseTeam **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickMagick and WiseTeam 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 ClickMagick can start in WiseTeam - When **New Project Action** in ClickMagick then **Add contact** in WiseTeam - When **New Project Sale** in ClickMagick then **Add task** in WiseTeam 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 ClickMagick and WiseTeam ## Triggers and actions 2 triggers · 26 actions - Trigger **New Project Action** Triggers when a new action is recorded in a ClickMagick project, or in any project if none is chosen. - Trigger **New Project Sale** Triggered when a new sale is recorded in a ClickMagick project, or across all projects. - Action **Delete project** Permanently deletes a Project and all of its clicks, actions, engagements and sales. - Action **Delete smart link** Permanently deletes a Smart Link and all of its associated clicks. - Action **Get visitor profile** Returns a visitor's identity and lifetime summary, plus a time-sorted log of their clicks and conversions, looked up by Visitor ID or email address. - Action **List actions** Returns the actions recorded for one ClickMagick project or across all projects, optionally filtered by time range and UTM values and credited using a chosen attribution model. - Action **List engagements** Returns the engagements recorded across all ClickMagick projects under the chosen attribution model, optionally narrowed by time range and UTM values. - Action **List projects** Returns the ClickMagick Projects in the account with their IDs and names, optionally only those whose name contains a search term. - Action **List rotators** Returns the Rotators in your ClickMagick account with their IDs, names, slugs and modes, optionally narrowed by group or name. - Action **List sales** Returns the sales recorded for one project or across all projects, with each sale's amount, visitor and UTM details, optionally filtered by time range and UTM values. - Action **List smart links** Returns your ClickMagick Smart Links with their IDs, names, slugs and groups, optionally narrowed by group or name. - Action **Add account** Creates a new account (company) in WiseTeam. - Action **Add contact** Creates a new contact in WiseTeam. - Action **Add note** Adds a note to a WiseTeam lead, contact, account, opportunity or other record. - Action **Add opportunity** Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead. - Action **Add task** Creates a task in WiseTeam, optionally attached to a project or other record. - Action **Get account** Returns a single WiseTeam account by its ID. - Action **Get contact** Returns a single WiseTeam contact by its ID, including name, address, phone and email details. - Action **Get lead** Returns a single WiseTeam lead by its record ID, including all of its fields. - Action **Get project** Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties. - Action **Get task** Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner. - Action **List accounts** Returns all accounts in your WiseTeam CRM with their name and code. - Action **List contacts** Returns all contacts in your WiseTeam account. - Action **List leads** Returns the leads in your WiseTeam account. - Action **Update account** Updates an existing account in WiseTeam, changing its name, code or acronym. - Action **Update contact** Updates an existing contact in WiseTeam. Fields left blank keep their current values. - Action **Update lead** Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign. - Action **Update opportunity** Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead. ## Each app on its own - [ **ClickMagick** Bulletproof tracking and conversion attribution, plus Audience Optimization which allows your ad networks to...](https://apiant.ai/connections/clickmagick) - [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam) Reviews ## What our customers say ## More from ClickMagick - [ **ClickMagick to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickmagick-to-hubspot) - [ **ClickMagick to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clickmagick-to-salesforce) - [ **ClickMagick to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickmagick-to-slack) - [ **ClickMagick to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clickmagick-to-google-sheets) - [ **ClickMagick to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clickmagick-to-gmail) - [ **ClickMagick to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickmagick-to-google-calendar) ## More into WiseTeam - [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam) - [ **CustomGPT.ai to WiseTeam** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/customgpt-ai-to-wiseteam) - [ **Elixmail to WiseTeam** Elixmail is a French AI email and CRM suite. Trigger on new contacts and deals; send emails and create...](https://apiant.ai/connect/elixmail-to-wiseteam) - [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam) - [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam) - [ **Google Sheets to WiseTeam** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wiseteam) Questions ## ClickMagick and WiseTeam, answered ### ### What can start an automation from ClickMagick? Any of ClickMagick's 2 triggers in the catalog, including New Project Action and New Project Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WiseTeam when something happens in ClickMagick? Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WiseTeam to ClickMagick? WiseTeam has no triggers in the catalog today, so automations start in ClickMagick. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it. ### ### Do I have to build a connector for ClickMagick or WiseTeam? 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 ClickMagick and WiseTeam 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.