Integration
Connect Cliengo and Ontraport
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Create or Update Contact in Ontraport, or New Contact in Ontraport 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 Ontraport 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 Ontraport can do together
From Cliengo to Ontraport
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Create or Update Contact in Ontraport
When Nuevo Cliente - New Customer in Cliengo
then Create Task in Ontraport
From Ontraport to Cliengo
When New Contact in Ontraport
then Send message in Cliengo
When New or Updated Contact in Ontraport
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 Ontraport
Triggers and actions 7 triggers · 33 actions
Trigger
Cliente Nuevo/Actualizado - New/Updated CustomerTriggers when a Cliengo contact (customer) is created or updated.
Trigger
Nuevo Cliente - New CustomerTriggers when a new contact (customer) is created in Cliengo.
Action
Actualizar Cliente / Update CustomerUpdates an existing Cliengo contact's name, email, phone, status or assigned agent.
Action
Add conversationCreates a new conversation in the Cliengo inbox on a given channel for a visitor.
Action
Assign conversation to operatorAssigns a conversation to an operator and returns the updated conversation.
Action
Buscar Agente / Search AgentFinds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
Action
Buscar Contacto / Search CustomerSearches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
Action
Close conversationCloses a Cliengo inbox conversation, recording whether it resulted in a lead.
Action
Crear Cliente / Create CustomerCreates a new contact (customer) in Cliengo on the chosen channel.
Action
Delete contactDeletes a contact from your Cliengo account.
Action
Get contactReturns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
Action
Get conversationReturns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
Action
List channelsReturns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
Action
List conversation messagesReturns the messages of a Cliengo conversation in chronological order, optionally including system command events.
Action
List phasesReturns every phase (pipeline stage) of the conversation inbox, with its name and position.
Action
List tagsReturns every operator tag defined in the Cliengo account, with its name and color.
Action
List usersReturns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
Action
List WhatsApp templatesReturns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
Action
Send messageSends 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 messageSends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
Action
Update conversation phaseMoves a conversation to the chosen phase of your pipeline.
Trigger
New ContactPolling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated ContactPolling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New TaskPolling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New TransactionPolling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contactA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
Action
Create ObjectCreate a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
Action
Create or Update ContactCreate a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
Action
Create TaskCreate a Task object (objectID 1) in Ontraport.
Action
Delete ContactDelete a contact by its Ontraport ID.
Action
Delete ObjectDelete a record of any object type by objectID and id.
Action
Find Contact by EmailFind a contact by exact email match. Returns the first matching record.
Action
Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
Action
Get ContactRetrieve a single contact by its Ontraport ID.
Action
Get ObjectRetrieve a single record of any object type by objectID and id.
Action
List ContactsList contacts with optional search, range, and sort.
Action
List ObjectsList records of any object type with optional search and range.
Action
Remove Tag from ContactRemove a tag from one or more contacts.
Action
Tag ContactAdd a tag to one or more contacts.
Action
Update ObjectUpdate a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
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
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Questions
Cliengo and Ontraport, 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 Ontraport when something happens in Cliengo?
Any of Ontraport's 14 actions, including Create Object, Create or Update Contact, Create Task and Update Object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ontraport to Cliengo?
Yes. When something happens in Ontraport, your agent can act in Cliengo too. This page covers both directions: Ontraport's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or Ontraport?
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 Ontraport 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.