Integration
Connect Clientify and Expiration Reminder
When New Contact fires in Clientify, your agent runs Create Contact in Expiration Reminder, or New Contact in Expiration Reminder to Create Contact in Clientify. 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 Clientify and Expiration Reminder 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 Clientify and Expiration Reminder can do together
From Clientify to Expiration Reminder
When New Contact in Clientify
then Create Contact in Expiration Reminder
From Expiration Reminder to Clientify
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 Expiration Reminder
Triggers and actions 6 triggers · 30 actions
- New Contact
Triggers when a new contact is created in Clientify.
- New Deal
Triggers when a new deal is created in Clientify.
- New Task
Triggers when a new task is created in Clientify.
- Add company
Creates a company in Clientify with its contact details, address, tags and custom field values.
- Add task
Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
- Create Abandoned Cart
Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
- 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.
- Create Deal
Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
- Create Order
Creates an order in Clientify for a contact, with its line items.
- Delete contact
Deletes a contact from Clientify.
- Find Contact
Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
- Get company
Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
- Get contact
Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
- Get deal
Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
- List contacts
Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
- Update company
Updates an existing company in Clientify and returns the updated record.
- Update contact
Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
- Update deal
Updates an existing Clientify deal, changing only the fields you fill in.
- New Contact
Triggered when a new contact is added to your Expiration Reminder account.
- New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
- Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
- Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
- Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
- Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
- Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
- Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
- Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
- Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
- Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
- Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
- Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
- List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
- List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
- List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
- Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
- Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
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
Clientify and Expiration Reminder, 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 Expiration Reminder when something happens in Clientify?
Any of Expiration Reminder's 15 actions, including Create Contact, Create Expiration Item, Create Expiration Item for Contact and Update Expiration Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Expiration Reminder to Clientify?
Yes. When something happens in Expiration Reminder, your agent can act in Clientify too. This page covers both directions: Expiration Reminder's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify or Expiration Reminder?
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 Expiration Reminder 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.