--- title: "Connect Clientify to NMI Merchant Central - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Add Comment to Ticket\" in NMI Merchant Central." canonical: "https://apiant.ai/connect/clientify-to-nmi-merchant-central" --- # Connect Clientify to NMI Merchant Central When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Add Comment to Ticket** in [NMI Merchant Central](https://apiant.ai/connections/nmi-merchant-central). Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions NMI Merchant Central **9** 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 NMI Merchant Central 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 NMI Merchant Central - When **New Contact** in Clientify then **Add Comment to Ticket** in NMI Merchant Central - When **New Deal** in Clientify then **Add Note to Lead** in NMI Merchant Central 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 NMI Merchant Central ## Triggers and actions 3 triggers · 24 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 Comment to Ticket** Adds a comment to an existing helpdesk ticket, optionally notifying users and attaching files. Returns the new comment. - Action **Add Note to Lead** Adds a note to a lead in NMI Merchant Central, optionally notifying users. - Action **Delete Lead** Deletes a lead. - Action **List Lead Groups** Returns the lead groups available in the account. - Action **List Lead Statuses** Returns the lead statuses available in the account. - Action **Send SMS to Lead** Sends an SMS to a lead using one of your saved SMS templates. - Action **Update Existing Ticket** Updates an existing helpdesk ticket's subject, description, status, priority, assignees, due date and other details. Fields left blank are not changed. - Action **Update Lead** Updates an existing lead's campaign, status, source, group or field values. Only the values you fill in are changed. - Action **Update Lead Status** Changes a lead's status, optionally moving it to a different group at the same time. ## 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) - [ **NMI Merchant Central** NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to...](https://apiant.ai/connections/nmi-merchant-central) 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 NMI Merchant Central - [ **HubSpot to NMI Merchant Central** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nmi-merchant-central) - [ **Salesforce to NMI Merchant Central** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-nmi-merchant-central) - [ **Slack to NMI Merchant Central** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-nmi-merchant-central) - [ **Google Sheets to NMI Merchant Central** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nmi-merchant-central) - [ **Gmail to NMI Merchant Central** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nmi-merchant-central) - [ **Google Calendar to NMI Merchant Central** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nmi-merchant-central) Questions ## Clientify and NMI Merchant Central, 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 NMI Merchant Central when something happens in Clientify? Any of NMI Merchant Central's 9 actions, including Send SMS to Lead, Update Existing Ticket, Update Lead and Update Lead Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NMI Merchant Central to Clientify? NMI Merchant Central has no triggers in the catalog today, so automations start in Clientify. If you need the other direction, ask: your agent reads NMI Merchant Central's API documentation and adds it. ### ### Do I have to build a connector for Clientify or NMI Merchant Central? 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 NMI Merchant Central 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.