--- title: "Connect Clientify to Nano Nets - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Extract data from file\" in Nano Nets." canonical: "https://apiant.ai/connect/clientify-to-nano-nets" --- # Connect Clientify to Nano Nets When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Extract data from file** in [Nano Nets](https://apiant.ai/connections/nano-nets). Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Nano Nets **8** 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 Nano Nets 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 Nano Nets - When **New Contact** in Clientify then **Extract data from file** in Nano Nets - When **New Deal** in Clientify then **Extract data from file asynchronously** in Nano Nets 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 Nano Nets ## Triggers and actions 3 triggers · 23 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 training images** Uploads training images to a Nanonets OCR model from public image URLs, along with their labelled field annotations, and returns the model's updated state. - Action **Extract data from file** Uploads a document to a Nanonets OCR model and returns the extracted fields and tables for each page. Best for files of three pages or fewer. - Action **Extract data from file asynchronously** Uploads a document to a Nanonets OCR model for background processing and returns the file's request ID; the extracted data is fetched later once processing completes. - Action **Extract data from file URL** Extracts data from a publicly hosted document or image using your Nanonets OCR model and returns the predicted fields and tables. - Action **Extract data from file URL asynchronously** Submits a publicly hosted file to a Nanonets OCR model for asynchronous processing and returns the queued file's ids; fetch the extracted data later with Get prediction file. - Action **Get Model** Returns a Nanonets OCR model's details: its type, training state and the fields (categories) it extracts. - Action **Get prediction file** Returns the prediction results for one processed file, including the model's initial predictions, any review changes, and approval status. - Action **List prediction files** Returns the prediction results for every file uploaded to an OCR model within a date range, split into approved and not-yet-approved pages. ## 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) - [ **Nano Nets** AI platform for extracting data from documents and automating workflows like invoice and claims processing.](https://apiant.ai/connections/nano-nets) 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 Nano Nets - [ **HubSpot to Nano Nets** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nano-nets) - [ **Salesforce to Nano Nets** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-nano-nets) - [ **Slack to Nano Nets** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-nano-nets) - [ **Google Sheets to Nano Nets** Google Sheets](https://apiant.ai/connect/google-sheets-to-nano-nets) - [ **Gmail to Nano Nets** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nano-nets) - [ **Google Calendar to Nano Nets** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nano-nets) Questions ## Clientify and Nano Nets, 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 Nano Nets when something happens in Clientify? Any of Nano Nets's 8 actions, including Add training images, Extract data from file, Extract data from file asynchronously and Extract data from file URL. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nano Nets to Clientify? Nano Nets has no triggers in the catalog today, so automations start in Clientify. If you need the other direction, ask: your agent reads Nano Nets's API documentation and adds it. ### ### Do I have to build a connector for Clientify or Nano Nets? 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 Nano Nets 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.