--- title: "Connect Clientify to Heymarket SMS - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Find contacts by criteria\" in Heymarket SMS." canonical: "https://apiant.ai/connect/clientify-to-heymarket-sms" --- # Connect Clientify to Heymarket SMS When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Find contacts by criteria** in [Heymarket SMS](https://apiant.ai/connections/heymarket-sms). Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Heymarket SMS **14** 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 Heymarket SMS 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 Heymarket SMS - When **New Contact** in Clientify then **Find contacts by criteria** in Heymarket SMS - When **New Deal** in Clientify then **Send Custom Message** in Heymarket SMS 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 Heymarket SMS ## Triggers and actions 3 triggers · 29 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 list** Creates a new contact list in your Heymarket team, optionally adding contacts, phone numbers or emails to it. - Action **Add tag** Creates a new tag in your Heymarket team. - Action **Add template** Creates a message template in your Heymarket team. - Action **Delete contact** Deletes a Heymarket contact by its ID. - Action **Delete list** Deletes a Heymarket contact list, optionally removing given contacts from it first. - Action **Find contacts by criteria** Finds Heymarket contacts by phone number, email or other channel value, or by filter conditions such as name, tag, status or custom fields. - Action **Get contact** Returns a Heymarket contact by its ID, including name, phone, email, tags, notes and custom field values. - Action **Get conversation** Returns a Heymarket conversation by its ID, including its status, inbox, assignee, target number and members. - Action **Get list** Returns a single Heymarket list by its ID, including its name, sharing and archive status. - Action **List inboxes** Returns every inbox on your Heymarket team, with its name, phone numbers and members. - Action **Opt out number** Opts a phone number out of messaging, either team-wide or for selected inboxes. - Action **Send Custom Message** Sends a custom SMS/MMS message from a Heymarket inbox to a phone number, an existing chat, a group of numbers, or a list (broadcast). Can also post a private comment in a conversation. - Action **Send Template Message** Sends a saved Heymarket template as a text message to a phone number, an existing conversation, or a list. - Action **Update List** Updates a Heymarket list's name and adds or removes its contacts, phone numbers and email addresses. ## 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) - [ **Heymarket SMS** Heymarket SMS is a business texting with customers and employees.](https://apiant.ai/connections/heymarket-sms) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Heymarket SMS - [ **HubSpot to Heymarket SMS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-heymarket-sms) - [ **Salesforce to Heymarket SMS** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-heymarket-sms) - [ **Slack to Heymarket SMS** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-heymarket-sms) - [ **Google Sheets to Heymarket SMS** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-heymarket-sms) - [ **Gmail to Heymarket SMS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heymarket-sms) - [ **Google Calendar to Heymarket SMS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heymarket-sms) Questions ## Clientify and Heymarket SMS, 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 Heymarket SMS when something happens in Clientify? Any of Heymarket SMS's 14 actions, including Send Custom Message, Send Template Message, Update List and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Heymarket SMS to Clientify? Heymarket SMS has no triggers in the catalog today, so automations start in Clientify. If you need the other direction, ask: your agent reads Heymarket SMS's API documentation and adds it. ### ### Do I have to build a connector for Clientify or Heymarket SMS? 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 Heymarket SMS 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.