--- title: "Connect Clientify and PagerDuty - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Create Note on Incident\" in PagerDuty, or \"New Incidents\" in PagerDuty to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-pagerduty" --- # Connect Clientify and PagerDuty When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Create Note on Incident** in [PagerDuty](https://apiant.ai/connections/pagerduty), or **New Incidents** in PagerDuty 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 PagerDuty **2** triggers PagerDuty **26** 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 PagerDuty 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 PagerDuty can do together ### From Clientify to PagerDuty - When **New Contact** in Clientify then **Create Note on Incident** in PagerDuty - When **New Deal** in Clientify then **Add Responders** in PagerDuty ### From PagerDuty to Clientify - When **New Incidents** in PagerDuty then **Add task** in Clientify - When **List Maintenance Windows** in PagerDuty 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 PagerDuty ## Triggers and actions 5 triggers · 41 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 **List Maintenance Windows** Gets a list of maintenance windows. - Trigger **New Incidents** Polls for new incidents in PagerDuty. - Action **Add Responders** Request additional responders (a user or escalation policy) to help with an incident. - Action **Add Team Member** Add a user to a team with a given role. - Action **Create Incident** Creates an incident in PagerDuty. - Action **Create Note on Incident** Creates a note on a given incident. - Action **Delete or End a Maintenance Window** Deletes a maintenance window that hasn't started yet, or ends one that is ongoing. - Action **Get Escalation Policy** Retrieve a single escalation policy by its ID. - Action **Get Incident** Retrieve a single PagerDuty incident by id. - Action **Get Schedule** Retrieve a single on-call schedule by its ID. - Action **Get Service** Retrieve a single PagerDuty service by id. - Action **Get Team** Retrieve a single team by its ID. - Action **Get User Information** Gets a user's information based on provided ID. - Action **List Escalation Policies** List PagerDuty escalation policies. - Action **List Incident Notes** List all notes attached to an incident. - Action **List Incidents** List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range). - Action **List On-Calls** List current on-call entries — who is on call now, by escalation policy/schedule/user/time window. - Action **List Schedule Overrides** List overrides on a schedule within a required since/until time window. - Action **List Schedules** List PagerDuty on-call schedules. - Action **List Services** List PagerDuty services. - Action **List Teams** List all teams in the account. - Action **List Users** List PagerDuty users. - Action **Manage Incidents** Bulk acknowledge or resolve multiple incidents in a single call. - Action **Snooze Incident** Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires. - Action **Two-way sync add a maintenance window** Creates a maintenance window for use with two-way sync triggers. Does not update. Use only with two-way sync triggers. - Action **Two-way sync add or update an incident** Creates or updates an incident for use with two-way sync triggers. Use only with two-way sync triggers. - Action **Update Incident** Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident. - Action **Update Maintenance Window** Updates a maintenance window. ## 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) - [ **PagerDuty** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connections/pagerduty) 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 PagerDuty - [ **HubSpot to PagerDuty** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pagerduty) - [ **Slack to PagerDuty** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pagerduty) - [ **Mailchimp to PagerDuty** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pagerduty) - [ **JIRA to PagerDuty** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-pagerduty) - [ **Freshdesk to PagerDuty** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-pagerduty) - [ **Klaviyo to PagerDuty** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-pagerduty) Questions ## Clientify and PagerDuty, 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 PagerDuty when something happens in Clientify? Any of PagerDuty's 26 actions, including Create Incident, Create Note on Incident, Update Incident and Update Maintenance Window. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PagerDuty to Clientify? Yes. When something happens in PagerDuty, your agent can act in Clientify too. This page covers both directions: PagerDuty's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or PagerDuty? 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 PagerDuty 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.