--- title: "Connect Clientify to Elastic Security - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Add case comment\" in Elastic Security." canonical: "https://apiant.ai/connect/clientify-to-elastic-security" --- # Connect Clientify to Elastic Security When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Add case comment** in [Elastic Security](https://apiant.ai/connections/elastic-security). Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Elastic Security **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientify and Elastic Security 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 Clientify can start in Elastic Security - When **New Contact** in Clientify then **Add case comment** in Elastic Security - When **New Deal** in Clientify then **Add exception list item** in Elastic Security 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 Clientify and Elastic Security ## Triggers and actions 3 triggers · 25 actions - Trigger **New Contact** Triggers when a new contact is created in Clientify. - Trigger **New Deal** Triggers when a new deal is created in Clientify. - Trigger **New Task** Triggers when a new task is created in Clientify. - Action **Add company** Creates a company in Clientify with its contact details, address, tags and custom field values. - Action **Add task** Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals. - Action **Create Abandoned Cart** Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency. - Action **Create Contact** Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on. - Action **Create Deal** Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage. - Action **Create Order** Creates an order in Clientify for a contact, with its line items. - Action **Delete contact** Deletes a contact from Clientify. - Action **Find Contact** Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches. - Action **Get company** Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees. - Action **Get contact** Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields. - Action **Get deal** Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields. - Action **List contacts** Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates. - Action **Update company** Updates an existing company in Clientify and returns the updated record. - Action **Update contact** Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values. - Action **Update deal** Updates an existing Clientify deal, changing only the fields you fill in. - Action **Add case comment** Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case. - Action **Add detection rule** Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning). - Action **Add exception list item** Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts. - Action **Delete detection rule** Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule. - Action **Find cases** Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date. - Action **Find detection rules** Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state. - Action **Get detection rule** Returns a detection rule's full details, looked up by its internal id or its stable rule_id. - Action **Get exception list item** Returns one exception list item, looked up by its id or its human-readable item ID. - Action **Update case** Updates an existing case's title, description, status, severity, tags, assignees and other fields. - Action **Update detection rule** Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule. ## Each app on its own - [ **Clientify** Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication...](https://apiant.ai/connections/clientify) - [ **Elastic Security** SIEM and XDR platform for detecting, investigating, and automating response to security threats across...](https://apiant.ai/connections/elastic-security) Reviews ## What our customers say ## More from Clientify - [ **Clientify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets** Google Sheets](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientify-to-google-calendar) ## More into Elastic Security - [ **HubSpot to Elastic Security** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-elastic-security) - [ **Salesforce to Elastic Security** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-elastic-security) - [ **Slack to Elastic Security** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-elastic-security) - [ **Google Sheets to Elastic Security** Google Sheets](https://apiant.ai/connect/google-sheets-to-elastic-security) - [ **Gmail to Elastic Security** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-elastic-security) - [ **Google Calendar to Elastic Security** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-elastic-security) Questions ## Clientify and Elastic Security, answered ### ### What can start an automation from Clientify? Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Elastic Security when something happens in Clientify? Any of Elastic Security's 10 actions, including Update case, Update detection rule, Add case comment and Add detection rule. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Elastic Security to Clientify? Elastic Security has no triggers in the catalog today, so automations start in Clientify. If you need the other direction, ask: your agent reads Elastic Security's API documentation and adds it. ### ### Do I have to build a connector for Clientify or Elastic Security? 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 Clientify and Elastic Security 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.