Integration
Connect Clientify to Iterable
When New Contact fires in Clientify, your agent runs Add email template in Iterable. 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 Iterable 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 can start in Iterable
When New Contact in Clientify
then Add email template in Iterable
When New Deal in Clientify
then Send email in Iterable
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 Iterable
Triggers and actions 3 triggers · 35 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.
Action
Add email templateCreates an email template, or updates every email template that already has the same client template ID.
Action
Add listCreates a new static list in Iterable and returns its id.
Action
Add user to listAdds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.
Action
Create a UserCreates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.
Action
Delete catalog itemDeletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.
Action
Delete listDeletes a list from your Iterable project.
Action
Delete userDeletes an Iterable user by email address. Deletion is processed asynchronously.
Action
Get catalog itemReturns one item from an Iterable catalog, including all of its field values.
Action
Get email templateReturns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.
Action
Get userReturns an Iterable user profile, including all its data fields, looked up by email address.
Action
List listsReturns all lists in the Iterable project, including their id, name and list type.
Action
Remove user from listRemoves a user, identified by email or user ID, from an Iterable static list.
Action
Send emailSends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.
Action
Send push notificationSends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.
Action
Send SMSSends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.
Action
Track a PurchaseRecords a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.
Action
Track EventRecords a custom event against an Iterable user profile, identified by email or user ID, with optional event data.
Action
Trigger campaignSends an existing triggered campaign to the members of one or more lists.
Action
Update a User's Shopping Cart ItemsReplaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.
Action
Update user subscriptionsUpdates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.
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
More from Clientify
Clientify to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientify to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientify to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientify to Google SheetsGoogle Sheets
Clientify to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clientify to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Iterable
HubSpot to IterableHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to IterableSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to IterableSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to IterableGoogle Sheets
Gmail to IterableGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to IterableGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Clientify and Iterable, 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 Iterable when something happens in Clientify?
Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Iterable to Clientify?
Iterable has no triggers in the catalog today, so automations start in Clientify. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it.
Do I have to build a connector for Clientify or Iterable?
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 Iterable 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.