--- title: "Connect Clientify and One Tap - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Add Punch Pass\" in One Tap, or \"New Participant Check-in\" in One Tap to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-one-tap" --- # Connect Clientify and One Tap When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Add Punch Pass** in [One Tap](https://apiant.ai/connections/one-tap), or **New Participant Check-in** in One Tap to **Add task** in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions One Tap **2** triggers One Tap **21** 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 One Tap 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 and One Tap can do together ### From Clientify to One Tap - When **New Contact** in Clientify then **Add Punch Pass** in One Tap - When **New Deal** in Clientify then **Create List** in One Tap ### From One Tap to Clientify - When **New Participant Check-in** in One Tap then **Add task** in Clientify - When **New Profile** in One Tap 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 One Tap ## Triggers and actions 5 triggers · 36 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. - Trigger **New Participant Check-in** Triggered when a participant is checked in on a One Tap list. - Trigger **New Profile** Triggered when a new person profile is created in One Tap. - Action **Add Punch Pass** Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass. - Action **Check in participant** Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant. - Action **Check out participant** Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant. - Action **Create List** Creates a new list (event) in One Tap that people can be checked in to. Returns the new list. - Action **Create Participant** Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant. - Action **Create Profile** Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile. - Action **Delete List** Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion. - Action **Delete Pass** Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion. - Action **Delete Profile** Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion. - Action **Get List** Returns a single One Tap list (event) with its schedule, check-in settings and survey data. - Action **Get Lists** Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list. - Action **Get Participants on List** Returns the participants on a One Tap list, with their check-in and check-out details. - Action **Get Passes** Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type. - Action **Get Profile** Returns a single person's profile from One Tap, including the account's custom fields. - Action **Get Profile Passes** Returns the passes belonging to one person's profile in One Tap. - Action **Get Profiles** Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting. - Action **Redeem Punch Pass** Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass. - Action **Remove Participant** Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal. - Action **Update List** Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list. - Action **Update Participant** Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant. - Action **Update Profile** Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile. ## 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) - [ **One Tap** OneTap offers a comprehensive attendance tracking solution ideal for educational institutions, events, and...](https://apiant.ai/connections/one-tap) 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 One Tap - [ **HubSpot to One Tap** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-one-tap) - [ **Gmail to One Tap** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-one-tap) - [ **Google Calendar to One Tap** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-one-tap) - [ **Google Drive to One Tap** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-one-tap) - [ **Mailchimp to One Tap** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-one-tap) - [ **ActiveCampaign to One Tap** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-one-tap) Questions ## Clientify and One Tap, 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 One Tap when something happens in Clientify? Any of One Tap's 21 actions, including Create List, Create Participant, Create Profile and Update List. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from One Tap to Clientify? Yes. When something happens in One Tap, your agent can act in Clientify too. This page covers both directions: One Tap's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or One Tap? 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 One Tap 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.