Integration
Connect Cliengo and NeonCRM
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Add event in NeonCRM, or New event in NeonCRM to Send message in Cliengo. 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 NeonCRM 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 and NeonCRM can do together
From Cliengo to NeonCRM
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Add event in NeonCRM
From NeonCRM to 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 NeonCRM
Triggers and actions 4 triggers · 40 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.
- New event
Triggers when a new event is created in NeonCRM.
- New event registration
Triggers when someone registers for the chosen NeonCRM event.
- Add campaign
Creates a fundraising campaign in Neon CRM and returns its id.
- Add event
Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id.
- Add event registration
Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments.
- Add membership
Creates a membership for a Neon CRM account at the chosen membership level and term.
- Add pledge
Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details.
- Create Account
Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id.
- Create Activity
Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect.
- Create Donation
Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details.
- Get account
Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields.
- Get donation
Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields.
- Get event
Returns a single event by its ID, including dates, location, category and financial settings.
- Get event registration
Returns one event registration, including its tickets, attendees, payments and registrant custom fields.
- Get membership
Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields.
- Link Individual Account to Company Account
Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status.
- List campaigns
Returns every fundraising campaign in your Neon CRM account with its id, code, name and status.
- Update activity
Updates an existing activity in NeonCRM. Only the fields you fill in are changed.
- Update Company Account
Updates an existing company account in Neon CRM, changing only the details you fill in.
- Update donation
Updates an existing donation in NeonCRM, changing only the details you supply.
- Update event
Updates an existing NeonCRM event, changing only the details you fill in.
- Update Individual Account
Updates an individual account in Neon CRM, changing only the details you fill in.
- Update membership
Updates an existing membership in Neon CRM, changing only the fields you fill in.
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 NeonCRM, 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 NeonCRM when something happens in Cliengo?
Any of NeonCRM's 21 actions, including Create Account, Create Activity, Create Donation and Update activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeonCRM to Cliengo?
Yes. When something happens in NeonCRM, your agent can act in Cliengo too. This page covers both directions: NeonCRM's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or NeonCRM?
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 NeonCRM 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.