--- title: "Connect Clientify and RepairShopr - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Add contact\" in RepairShopr, or \"New Customer\" in RepairShopr to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-repairshopr" --- # Connect Clientify and RepairShopr When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Add contact** in [RepairShopr](https://apiant.ai/connections/repairshopr), or **New Customer** in RepairShopr 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 RepairShopr **6** triggers RepairShopr **27** 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 RepairShopr 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 RepairShopr can do together ### From Clientify to RepairShopr - When **New Contact** in Clientify then **Add contact** in RepairShopr - When **New Deal** in Clientify then **Add invoice** in RepairShopr ### From RepairShopr to Clientify - When **New Customer** in RepairShopr then **Add task** in Clientify - When **New Invoice** in RepairShopr 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 RepairShopr ## Triggers and actions 9 triggers · 42 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 Customer** Triggers when a new customer is created in RepairShopr. - Trigger **New Invoice** Triggers when a new invoice is created in RepairShopr. - Trigger **New Payment** Triggers when a new payment is recorded in RepairShopr. - Trigger **New Ticket** Triggers when a new ticket is created in RepairShopr. - Trigger **Ticket Resolved** Triggers when a ticket is marked Resolved in RepairShopr. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes (for example from New to In Progress or Resolved). - Action **Add appointment** Creates an appointment in RepairShopr, optionally linked to a customer, ticket and assigned users. - Action **Add contact** Creates a contact under an existing RepairShopr customer, with name, address, email, phone and notes. - Action **Add estimate** Creates an estimate for a customer in RepairShopr, optionally with line items. - Action **Add invoice** Creates an invoice for a customer in RepairShopr, optionally with line items. - Action **Add payment** Records a payment against a RepairShopr customer's invoice or invoices. - Action **Add product** Creates a product in your RepairShopr inventory with its name, description, pricing and stock settings. - Action **Add ticket comment** Adds a comment to a RepairShopr ticket, optionally hidden from the customer or sent by SMS. - Action **Create Customer** Creates a new customer in RepairShopr with their name, business, contact details, address and notification preferences. - Action **Create Lead** Creates a new lead in RepairShopr with the contact details and ticket information you provide. - Action **Create Ticket** Creates a ticket for a customer in RepairShopr and returns the new ticket. - Action **Delete customer** Deletes a customer from your RepairShopr account. - Action **Find Customer** Searches RepairShopr customers by text, email, name, business name or ID and returns the matching customers. - Action **Find Ticket** Finds tickets matching a search query, ticket number, customer, status or other criteria. - Action **Get customer** Returns a single RepairShopr customer by its ID, including contact details, address, custom properties and contacts. - Action **Get invoice** Returns one invoice, with its line items, payments and customer, by its ID or invoice number. - Action **Get payment** Returns a single payment by its ID, including amount, method, applied invoices and the paying customer. - Action **Get ticket** Returns a single RepairShopr ticket by its ID, including its customer, comments, line items and custom ticket fields. - Action **List contacts** Returns the contacts in your RepairShopr account, optionally only those belonging to one customer. - Action **List invoices** Returns a list of invoices, optionally filtered by paid status, ticket, or last update date. - Action **List products** Returns the products in your RepairShopr inventory, optionally filtered by SKU, name, UPC code, category or a search query. - Action **Log Call** Logs a phone call in RepairShopr's caller ID feed for a phone number and returns the matching customer's name and open ticket status. - Action **Update contact** Updates an existing contact on a RepairShopr customer, such as their name, address, email or phone numbers. - Action **Update customer** Updates an existing customer's details in RepairShopr. Only the fields you fill in are changed. - Action **Update invoice** Updates an existing invoice's details, such as its customer, dates, PO number or note. - Action **Update lead** Updates an existing lead in RepairShopr. Only the fields you fill in are changed. - Action **Update product** Updates an existing product in RepairShopr, such as its name, pricing, stock settings or categories. - Action **Update Ticket** Updates an existing ticket's details such as subject, status, due date, assigned technician and custom properties, and optionally adds comments. ## 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) - [ **RepairShopr** RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an...](https://apiant.ai/connections/repairshopr) 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 RepairShopr - [ **HubSpot to RepairShopr** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-repairshopr) - [ **Google Sheets to RepairShopr** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-repairshopr) - [ **Gmail to RepairShopr** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-repairshopr) - [ **Google Calendar to RepairShopr** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-repairshopr) - [ **Google Drive to RepairShopr** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-repairshopr) - [ **Mailchimp to RepairShopr** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-repairshopr) Questions ## Clientify and RepairShopr, 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 RepairShopr when something happens in Clientify? Any of RepairShopr's 27 actions, including Create Customer, Create Lead, Create Ticket and Log Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RepairShopr to Clientify? Yes. When something happens in RepairShopr, your agent can act in Clientify too. This page covers both directions: RepairShopr's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or RepairShopr? 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 RepairShopr 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.