Integration
Connect Clientify and Peerdom
When New Contact fires in Clientify, your agent runs Update Project in Peerdom, or New Group in Peerdom to Add task in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clientify and Peerdom to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Clientify and Peerdom can do together
From Clientify to Peerdom
When New Contact in Clientify
then Update Project in Peerdom
When New Deal in Clientify
then Add Goal in Peerdom
From Peerdom to Clientify
When New Group in Peerdom
then Add task in Clientify
When New Map in Peerdom
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 Peerdom
Triggers and actions 8 triggers · 39 actions
Trigger
New ContactTriggers when a new contact is created in Clientify.
Trigger
New DealTriggers when a new deal is created in Clientify.
Trigger
New TaskTriggers when a new task is created in Clientify.
Action
Add companyCreates a company in Clientify with its contact details, address, tags and custom field values.
Action
Add taskCreates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
Action
Create Abandoned CartCreates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
Action
Create ContactCreates 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 DealCreates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
Action
Create OrderCreates an order in Clientify for a contact, with its line items.
Action
Delete contactDeletes a contact from Clientify.
Action
Find ContactFinds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
Action
Get companyReturns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
Action
Get contactReturns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
Action
Get dealReturns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
Action
List contactsReturns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
Action
Update companyUpdates an existing company in Clientify and returns the updated record.
Action
Update contactUpdates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
Action
Update dealUpdates an existing Clientify deal, changing only the fields you fill in.
Trigger
New GroupTriggered when a new circle is created
Trigger
New MapTriggers when a new map is created.
Trigger
New PeerTriggers when a new peer is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New RoleTriggers when a new role is created.
Action
Add GoalCreate a goal on a role or circle.
Action
Assign Role to PeerAssigns an existing role to a peer in Peerdom.
Action
Create GroupCreates a new group in Peerdom.
Action
Create PeerCreates a new peer in Peerdom.
Action
Create RoleCreates a new role in Peerdom.
Action
Delete GroupDelete a group by id.
Action
Delete PeerDelete a peer by id.
Action
Delete RoleDelete a role by id from a live or draft map.
Action
Get GroupGet a single group by id.
Action
Get PeerGet a single peer by id.
Action
Get Peer by E-MailGet Peer by a Given E-Mail.
Action
Get ProjectGet a single project by id.
Action
Get RoleGet a single role by id from a live or draft map.
Action
List GroupsList all groups.
Action
List MapsList all maps in the tenant.
Action
List PeersList all peers in the tenant.
Action
List ProjectsList all projects.
Action
List RolesList all roles.
Action
Unassign Peer From RoleUnassign peer from a given role.
Action
Update GoalUpdate a goal by id.
Action
Update GroupUpdates an existing group (circle, bubble, pod, etc.) in Peerdom.
Action
Update PeerUpdates an existing peer in Peerdom.
Action
Update ProjectUpdate a project by id.
Action
Update RoleUpdates an existing role in Peerdom.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Clientify and Peerdom, 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 Peerdom when something happens in Clientify?
Any of Peerdom's 24 actions, including Create Group, Create Peer, Create Role and Update Goal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Peerdom to Clientify?
Yes. When something happens in Peerdom, your agent can act in Clientify too. This page covers both directions: Peerdom's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify or Peerdom?
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 Peerdom 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.