Integration
Connect Cliengo and Smartsheet
When Cliente Nuevo/Actualizado - New/Updated Customer fires in Cliengo, your agent runs Add row in Smartsheet, or New row in Smartsheet 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 Smartsheet 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 Smartsheet can do together
From Cliengo to Smartsheet
When Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo
then Add row in Smartsheet
When Nuevo Cliente - New Customer in Cliengo
then Add row attachment in Smartsheet
From Smartsheet to Cliengo
When New row in Smartsheet
then Send message in Cliengo
When New sheet in Smartsheet
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 Smartsheet
Triggers and actions 5 triggers · 45 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 rowTriggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.
Trigger
New sheetTriggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.
Trigger
Updated rowTriggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.
Action
Add column/sheets/{sheetId}/columns - add columns to a sheet.
Action
Add comment/sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.
Action
Add discussionStarts a new discussion on a sheet with a first comment, and returns the discussion.
Action
Add folder/folders/{folderId}/folders or /home/folders - create a folder.
Action
Add home folderCreates a folder at the top level of your Sheets home and returns it.
Action
Add rowAdds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.
Action
Add row attachment/sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row.
Action
Add sheet/sheets - create a sheet with columns.
Action
Copy row to another sheetCopies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
Action
Copy sheet/sheets/{sheetId}/copy - copy a sheet to a folder/workspace.
Action
Delete rowDeletes a row from a sheet given its Row ID.
Action
Delete row if deal does not exist in ActiveCampaign (Cisco)Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.
Action
Find rowsSearches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.
Action
Find rows by column valueSearches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.
Action
Find sheets by keywordReturns the sheets that match the specified keyword.
Action
Find single rowSearches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.
Action
Find single row by column valueSearches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.
Action
Get discussionReturns a sheet discussion with its title and comments.
Action
Get folderReturns a folder with the folders and sheets directly inside it.
Action
Get rowReturns the column data for the specified row. An error occurs if the row is not found.
Action
Get sheetFetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.
Action
List row attachmentsReturns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses.
Action
Move row to another sheetMoves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
Action
Two-way sync add or update a rowCreates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added.
Action
Update rowUpdates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.
Action
Update sheet/sheets/{sheetId} - update sheet properties (name, project settings).
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 Smartsheet, 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 Smartsheet when something happens in Cliengo?
Any of Smartsheet's 26 actions, including Update row, Update sheet, Add column and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Smartsheet to Cliengo?
Yes. When something happens in Smartsheet, your agent can act in Cliengo too. This page covers both directions: Smartsheet's triggers and Cliengo's actions are listed here as well.
Do I have to build a connector for Cliengo or Smartsheet?
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 Smartsheet 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.