--- title: "Connect Cliengo and Dastra - APIANT.ai" description: "When \"Cliente Nuevo/Actualizado - New/Updated Customer\" fires in Cliengo, your agent runs \"Create a Task\" in Dastra." canonical: "https://apiant.ai/connect/cliengo-to-dastra" --- # Connect Cliengo and Dastra When **Cliente Nuevo/Actualizado - New/Updated Customer** fires in [Cliengo](https://apiant.ai/connections/cliengo), your agent runs **Create a Task** in [Dastra](https://apiant.ai/connections/dastra), or **New Task** in Dastra to **Send message** in Cliengo. Describe the whole flow and it is built, tested on every scenario and kept running. Cliengo **2** triggers Cliengo **19** actions Dastra **1** trigger Dastra **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 Cliengo and Dastra 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 Cliengo and Dastra can do together ### From Cliengo to Dastra - When **Cliente Nuevo/Actualizado - New/Updated Customer** in Cliengo then **Create a Task** in Dastra - When **Nuevo Cliente - New Customer** in Cliengo then **Update task** in Dastra ### From Dastra to Cliengo - When **New Task** in Dastra then **Send message** in Cliengo - When **New Task** in Dastra then **Send WhatsApp template message** in Cliengo 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 Cliengo and Dastra ## Triggers and actions 3 triggers · 36 actions - Trigger **Cliente Nuevo/Actualizado - New/Updated Customer** Triggers when a Cliengo contact (customer) is created or updated. - Trigger **Nuevo Cliente - New Customer** Triggers when a new contact (customer) is created in Cliengo. - Action **Actualizar Cliente / Update Customer** Updates an existing Cliengo contact's name, email, phone, status or assigned agent. - Action **Add conversation** Creates a new conversation in the Cliengo inbox on a given channel for a visitor. - Action **Assign conversation to operator** Assigns a conversation to an operator and returns the updated conversation. - Action **Buscar Agente / Search Agent** Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter. - Action **Buscar Contacto / Search Customer** Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts. - Action **Close conversation** Closes a Cliengo inbox conversation, recording whether it resulted in a lead. - Action **Crear Cliente / Create Customer** Creates a new contact (customer) in Cliengo on the chosen channel. - Action **Delete contact** Deletes a contact from your Cliengo account. - Action **Get contact** Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution. - Action **Get conversation** Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants. - Action **List channels** Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot. - Action **List conversation messages** Returns the messages of a Cliengo conversation in chronological order, optionally including system command events. - Action **List phases** Returns every phase (pipeline stage) of the conversation inbox, with its name and position. - Action **List tags** Returns every operator tag defined in the Cliengo account, with its name and color. - Action **List users** Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status. - Action **List WhatsApp templates** Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel. - Action **Send message** Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel. - Action **Update conversation phase** Moves a conversation to the chosen phase of your pipeline. - Trigger **New Task** Triggers when a new task is created in the chosen Dastra workspace. - Action **Add asset** Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record. - Action **Add data processing** Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose. - Action **Attach an Actor to a Data Processing** Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents. - Action **Create an Actor** Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record. - Action **Create a Task** Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records. - Action **Delete actor** Deletes an actor (a controller, processor or other third party) from a Dastra workspace. - Action **Delete task** Deletes a task from a Dastra workspace. - Action **Get actor** Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values. - Action **Get data processing** Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields. - Action **Get task** Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values. - Action **List assets** Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text. - Action **List tasks** Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text. - Action **Search Actor** Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters. - Action **Search Data Processing** Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record. - Action **Update actor** Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values. - Action **Update data processing** Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record. - Action **Update task** Updates an existing Dastra task. Fields you leave blank keep their current values. ## Each app on its own - [ **Cliengo** Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.](https://apiant.ai/connections/cliengo) - [ **Dastra** Dastra is a simple and guided data protection solution to make your entire organization accountable for...](https://apiant.ai/connections/dastra) Reviews ## What our customers say ## More from Cliengo - [ **Cliengo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cliengo-to-hubspot) - [ **Cliengo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cliengo-to-salesforce) - [ **Cliengo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cliengo-to-slack) - [ **Cliengo to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cliengo-to-google-sheets) - [ **Cliengo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cliengo-to-gmail) - [ **Cliengo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cliengo-to-google-calendar) ## More into Dastra - [ **ActiveCampaign to Dastra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dastra) - [ **Airtable to Dastra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dastra) - [ **Asana to Dastra** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dastra) - [ **ClickUp to Dastra** 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-dastra) - [ **Brevo to Dastra** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dastra) - [ **Calendly to Dastra** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-dastra) Questions ## Cliengo and Dastra, answered ### ### What can start an automation from Cliengo? Any of Cliengo's 2 triggers in the catalog, including Cliente Nuevo/Actualizado - New/Updated Customer and Nuevo Cliente - New Customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dastra when something happens in Cliengo? Any of Dastra's 17 actions, including Create an Actor, Create a Task, Update actor and Update data processing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dastra to Cliengo? Yes. When something happens in Dastra, your agent can act in Cliengo too. This page covers both directions: Dastra's triggers and Cliengo's actions are listed here as well. ### ### Do I have to build a connector for Cliengo or Dastra? 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 Cliengo and Dastra 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.