Integration
Connect Cliengo and Salesmsg
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg 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 Salesmsg 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 Salesmsg can do together
From Cliengo to Salesmsg
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Add Tag to Contact in Salesmsg
When Nuevo Cliente - New Customer in Cliengo
then Create or Update Contact in Salesmsg
From Salesmsg to Cliengo
When Contact Updated in Salesmsg
then Send message in Cliengo
When New Contact in Salesmsg
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 Salesmsg
Triggers and actions 8 triggers · 42 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
Contact UpdatedTriggers when a contact in Salesmsg is created or updated.
Trigger
Missed Incoming Phone CallTriggers when an incoming phone call to your Salesmsg number is missed.
Trigger
New ContactTriggers when a new contact is created in Salesmsg.
Trigger
New Contact Opted-OutTriggers when a contact in Salesmsg is opted out of text messaging.
Trigger
New or Updated ConversationTriggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
Trigger
New Phone Call ReceivedTriggers when a new incoming phone call is logged in Salesmsg call history.
Action
Add broadcastCreates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.
Action
Add tagCreates a new tag in your Salesmsg account that can then be applied to contacts.
Action
Add Tag to ContactAdds an existing tag to a Salesmsg contact.
Action
Assign conversationAssigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.
Action
Close conversationCloses a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.
Action
Create NoteCreates a note on a Salesmsg contact.
Action
Create or Update ContactCreates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
Action
Delete contactDeletes a contact from your Salesmsg account.
Action
Delete notePermanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.
Action
Find ContactFinds contacts whose name, email or phone number matches a search term.
Action
Find Salesmsg MemberSearches the members of your Salesmsg organization by name or email and returns the matches.
Action
Get contactReturns a Salesmsg contact by its id, including its tags, notes and custom field values.
Action
Get conversationReturns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
Action
List conversationsReturns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
Action
List tagsReturns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
Action
List teamsReturns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
Action
Opt-in a contactOpts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.
Action
Opt-Out a ContactOpts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.
Action
Phone Number Lookup (PhoneCheckr)Looks up a phone number and returns its formatted form, country, carrier and line type.
Action
Remove Tag From ContactRemoves a tag from a Salesmsg contact.
Action
Send a Text Message (SMS / MMS)Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.
Action
Update contact custom fieldUpdates the value of one custom field on a Salesmsg contact and returns the updated contact.
Action
Update noteUpdates the text of an existing note on a Salesmsg contact.
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
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Questions
Cliengo and Salesmsg, 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 Salesmsg when something happens in Cliengo?
Any of Salesmsg's 23 actions, including Create Note, Create or Update Contact, Send a Text Message (SMS / MMS) and Update contact custom field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to Cliengo?
Yes. When something happens in Salesmsg, your agent can act in Cliengo too. This page covers both directions: Salesmsg's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or Salesmsg?
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 Salesmsg 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.