Integration
Connect Clientify and HappyFox Chat
When New Contact fires in Clientify, your agent runs List offline messages in HappyFox Chat, or New Missed Chat in HappyFox Chat to Add task 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 HappyFox Chat 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 HappyFox Chat can do together
From Clientify to HappyFox Chat
When New Contact in Clientify
then List offline messages in HappyFox Chat
When New Deal in Clientify
then Get agent in HappyFox Chat
From HappyFox Chat to Clientify
When New Missed Chat in HappyFox Chat
then Add task in Clientify
When New Offline Message in HappyFox Chat
then Create Contact in 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 HappyFox Chat
Triggers and actions 6 triggers · 23 actions
Trigger
New ContactTriggers when a new contact is created in Clientify.
Trigger
New DealTriggers when a new deal is created in Clientify.
Trigger
New TaskTriggers when a new task is created in Clientify.
Action
Add companyCreates a company in Clientify with its contact details, address, tags and custom field values.
Action
Add taskCreates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
Action
Create Abandoned CartCreates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
Action
Create ContactCreates 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 DealCreates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
Action
Create OrderCreates an order in Clientify for a contact, with its line items.
Action
Delete contactDeletes a contact from Clientify.
Action
Find ContactFinds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
Action
Get companyReturns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
Action
Get contactReturns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
Action
Get dealReturns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
Action
List contactsReturns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
Action
Update companyUpdates an existing company in Clientify and returns the updated record.
Action
Update contactUpdates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
Action
Update dealUpdates an existing Clientify deal, changing only the fields you fill in.
Trigger
Finished ChatTriggered when a chat in HappyFox Chat ends and its transcript is created.
Trigger
New Missed ChatTriggered when a chat in HappyFox Chat ends without an agent answering it.
Trigger
New Offline MessageTriggered when a visitor leaves an offline message in HappyFox Chat.
Action
Get agentReturns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
Action
Get departmentReturns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
Action
List agentsReturns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
Action
List canned responsesReturns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
Action
List departmentsReturns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
Action
List offline messagesReturns the offline messages visitors left in HappyFox Chat while no agent was available.
Action
List transcriptsReturns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
Action
List visitorsReturns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
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 HappyFox Chat, 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 HappyFox Chat when something happens in Clientify?
Any of HappyFox Chat's 8 actions, including Get agent, Get department, List agents and List canned responses. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HappyFox Chat to Clientify?
Yes. When something happens in HappyFox Chat, your agent can act in Clientify too. This page covers both directions: HappyFox Chat's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify or HappyFox Chat?
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 HappyFox Chat 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.