--- title: "Connect Clientify and Paystack - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Send Simple Invoice\" in Paystack, or \"New Chargeback\" in Paystack to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-paystack" --- # Connect Clientify and Paystack When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Send Simple Invoice** in [Paystack](https://apiant.ai/connections/paystack), or **New Chargeback** in Paystack 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 Paystack **11** triggers Paystack **17** 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 Paystack 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 Paystack can do together ### From Clientify to Paystack - When **New Contact** in Clientify then **Send Simple Invoice** in Paystack - When **New Deal** in Clientify then **Add Product** in Paystack ### From Paystack to Clientify - When **New Chargeback** in Paystack then **Add task** in Clientify - When **New Invoice** in Paystack 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 Paystack ## Triggers and actions 14 triggers · 32 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 **Abandoned Transaction** Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction. - Trigger **Cancelled Subscription** Triggers when a subscription is cancelled. - Trigger **New Chargeback** Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account. - Trigger **New Invoice** Triggered when a new invoice (payment request) is created in Paystack. - Trigger **New Order** Triggered when a new order is created on your Paystack storefronts or products. - Trigger **New Payment Page Transaction** Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from. - Trigger **New Refund** Triggered when a new refund is created in your Paystack account. - Trigger **New Subscription** Triggers when a new subscription is created on your Paystack integration. - Trigger **New Transaction** Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more. - Trigger **New Transfer** Triggered when a new transfer is created on your Paystack business. - Trigger **Subsciption Renewal** Triggers when a subscription renews, meaning a further payment has been made after its first one. - Action **Add Product** Creates a new product on your Paystack integration and returns the created product. - Action **Cancel Subscription** Cancels an active Paystack subscription so the customer is no longer charged on renewal. - Action **Check Terminal Status** Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one. - Action **Create Refund** Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status. - Action **Create Subscription** Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token. - Action **Create Virtual Terminal** Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications. - Action **Find Customer** Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations. - Action **Find Order** Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply. - Action **Find Transaction** Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization. - Action **Find Transfer** Returns the transfer that matches the specified transfer reference, including its status, amount and recipient. - Action **Get Customer Totals** Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record. - Action **Initialize Transaction** Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference. - Action **Initiate a Direct Debit Request** Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate. - Action **Remove Phone Number From Virtual Terminal** Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications. - Action **Resolve Account Number** Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it. - Action **Send Simple Invoice** Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code. - Action **Share Link for Updating Subscription Card** Returns a link you can share with a customer so they can update the card on their subscription. ## 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) - [ **Paystack** Paystack helps African merchants accept one-time and recurring payments online with a modern, safe, and...](https://apiant.ai/connections/paystack) 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 Paystack - [ **HubSpot to Paystack** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paystack) - [ **Google Sheets to Paystack** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paystack) - [ **Gmail to Paystack** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paystack) - [ **Google Calendar to Paystack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paystack) - [ **Google Drive to Paystack** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paystack) - [ **Mailchimp to Paystack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paystack) Questions ## Clientify and Paystack, 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 Paystack when something happens in Clientify? Any of Paystack's 17 actions, including Create Refund, Create Subscription, Create Virtual Terminal and Send Simple Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paystack to Clientify? Yes. When something happens in Paystack, your agent can act in Clientify too. This page covers both directions: Paystack's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or Paystack? 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 Paystack 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.