--- title: "Connect Cliengo and Freelo - APIANT.ai" description: "When \"Cliente Nuevo/Actualizado - New/Updated Customer\" fires in Cliengo, your agent runs \"Add task\" in Freelo." canonical: "https://apiant.ai/connect/cliengo-to-freelo" --- # Connect Cliengo and Freelo When **Cliente Nuevo/Actualizado - New/Updated Customer** fires in [Cliengo](https://apiant.ai/connections/cliengo), your agent runs **Add task** in [Freelo](https://apiant.ai/connections/freelo), or **New project** in Freelo 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 Freelo **1** trigger Freelo **20** 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 Freelo 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 Freelo can do together ### From Cliengo to Freelo - When **Cliente Nuevo/Actualizado - New/Updated Customer** in Cliengo then **Add task** in Freelo - When **Nuevo Cliente - New Customer** in Cliengo then **Update task** in Freelo ### From Freelo to Cliengo - When **New project** in Freelo then **Send message** in Cliengo - When **New project** in Freelo 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 Freelo ## Triggers and actions 3 triggers · 39 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 project** Triggered when a new project is created - Action **Add comment** Add a comment to a task. - Action **Add project** Create a new project. - Action **Add task** Create a new task in a tasklist. - Action **Add tasklist** Create a new tasklist within a project. - Action **Add work report** Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact. - Action **Delete project** Soft-delete a project. - Action **Delete task** Deletes a Freelo task (soft-delete); its subtasks are hidden too. - Action **Delete tasklist** Soft-delete a tasklist. - Action **Find tasks** Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges. - Action **Get project** Get a single project's detail by ID. - Action **Get task** Get a single task's detail by ID. - Action **Get tasklist** Get a single tasklist's detail by ID. - Action **List projects** Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included. - Action **List tasks** Lists the active (unfinished) tasks in a Freelo tasklist. - Action **List users** Lists the coworkers who share at least one active project with you. - Action **Start time tracking** Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time. - Action **Stop time tracking** Stops your currently running Freelo timer and turns it into a work report. - Action **Update project** Renames a Freelo project and/or changes its deadline. Fields left blank are not changed. - Action **Update task** Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value. - Action **Update tasklist** Edit a tasklist's fields. ## Each app on its own - [ **Cliengo** Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.](https://apiant.ai/connections/cliengo) - [ **Freelo** Project management software with task lists, Kanban boards, time tracking, and project budgeting for teams.](https://apiant.ai/connections/freelo) 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 Freelo - [ **ActiveCampaign to Freelo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freelo) - [ **Airtable to Freelo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freelo) - [ **Asana to Freelo** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freelo) - [ **ClickUp to Freelo** 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-freelo) - [ **Discord to Freelo** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freelo) - [ **Brevo to Freelo** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freelo) Questions ## Cliengo and Freelo, 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 Freelo when something happens in Cliengo? Any of Freelo's 20 actions, including Update project, Update task, Update tasklist and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Freelo to Cliengo? Yes. When something happens in Freelo, your agent can act in Cliengo too. This page covers both directions: Freelo's triggers and Cliengo's actions are listed here as well. ### ### Do I have to build a connector for Cliengo or Freelo? 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 Freelo 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.