Integration
Connect Cliengo to Docusnap365
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Add several assets in Docusnap365. 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 Cliengo and Docusnap365 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)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 Cliengo can start in Docusnap365
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Add several assets in Docusnap365
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 Docusnap365
Triggers and actions 2 triggers · 26 actions
- Cliente Nuevo/Actualizado - New/Updated Customer
Triggers when a Cliengo contact (customer) is created or updated.
- Nuevo Cliente - New Customer
Triggers when a new contact (customer) is created in Cliengo.
- Actualizar Cliente / Update Customer
Updates an existing Cliengo contact's name, email, phone, status or assigned agent.
- Add conversation
Creates a new conversation in the Cliengo inbox on a given channel for a visitor.
- Assign conversation to operator
Assigns a conversation to an operator and returns the updated conversation.
- Buscar Agente / Search Agent
Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
- Buscar Contacto / Search Customer
Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
- Close conversation
Closes a Cliengo inbox conversation, recording whether it resulted in a lead.
- Crear Cliente / Create Customer
Creates a new contact (customer) in Cliengo on the chosen channel.
- Delete contact
Deletes a contact from your Cliengo account.
- Get contact
Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
- Get conversation
Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
- List channels
Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
- List conversation messages
Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.
- List phases
Returns every phase (pipeline stage) of the conversation inbox, with its name and position.
- List tags
Returns every operator tag defined in the Cliengo account, with its name and color.
- List users
Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
- List WhatsApp templates
Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
- Send message
Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.
- Send WhatsApp template message
Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
- Update conversation phase
Moves a conversation to the chosen phase of your pipeline.
- Add several assets
Creates or updates up to 100 Docusnap365 assets in one call; assets already known by their identity are updated.
- Create Inventory
Creates an asset in the Docusnap365 inventory, or updates it if Docusnap365 already knows it by its identity.
- Find assets by criteria
Returns the Docusnap365 assets that match the filter criteria you give, with optional field selection, sorting and extra details.
- Get Account Details
Returns the details of one account asset in Docusnap365, including its core, type, ITAM and ISMS data.
- Get Accounts
Returns the user accounts documented in Docusnap365, including Active Directory, Entra ID and manually created users.
- Get Hardware
Returns the hardware and other active assets in your Docusnap365 inventory, optionally narrowed by search terms.
- Get Systems
Returns the systems and other assets in your Docusnap365 inventory, optionally narrowed by a search expression, up to 50 per page.
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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Questions
Cliengo and Docusnap365, 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 Docusnap365 when something happens in Cliengo?
Any of Docusnap365's 7 actions, including Create Inventory, Add several assets, Find assets by criteria and Get Account Details. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docusnap365 to Cliengo?
Docusnap365 has no triggers in the catalog today, so automations start in Cliengo. If you need the other direction, ask: your agent reads Docusnap365's API documentation and adds it.
Do I have to build a connector for Cliengo or Docusnap365?
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 Docusnap365 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.