---
title: "Connect Clientify and Sirv - APIANT.ai"
description: "When \"New Contact\" fires in Clientify, your agent runs \"Add Tags to File\" in Sirv, or \"New File\" in Sirv to \"Add task\" in Clientify."
canonical: "https://apiant.ai/connect/clientify-to-sirv"
---

# Connect Clientify and Sirv

When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv 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 Sirv **2** triggers Sirv **32** 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 Sirv 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 Sirv can do together

### From Clientify to Sirv

- When **New Contact** in Clientify then **Add Tags to File** in Sirv
- When **New Deal** in Clientify then **Upload File** in Sirv

### From Sirv to Clientify

- When **New File** in Sirv then **Add task** in Clientify
- When **New Tagged File** in Sirv 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 Sirv

## Triggers and actions 5 triggers · 47 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 File**

Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

- Trigger

**New Tagged File**

Triggered when a new file carrying the chosen tag appears in your Sirv account.

- Action

**Add Advanced Watermark**

Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

- Action

**Add Canvas or Border**

Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

- Action

**Add Tags to File**

Adds meta tags to a file in your Sirv account.

- Action

**Apply Color Effects**

Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

- Action

**Convert Spin to Video**

Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

- Action

**Convert Video to Spin**

Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

- Action

**Copy File**

Copies a file in your Sirv account to another path, leaving the original in place.

- Action

**Create Folder**

Creates an empty folder in your Sirv account at the path you give.

- Action

**Create Thumbnail**

Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

- Action

**Delete File**

Deletes a file, or an empty folder, from your Sirv account.

- Action

**Delete file tags**

Removes one or more tags from a file in your Sirv account.

- Action

**Download File**

Downloads a file from your Sirv account and returns its contents.

- Action

**Fetch File From URL**

Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

- Action

**Find File**

Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

- Action

**Get API Limits**

Returns your Sirv API rate limits and how much of each you have used.

- Action

**Get batch delete job**

Returns the progress and results of a batch delete job you started earlier.

- Action

**Get CDN URL**

Returns the public web address of a file in your Sirv account.

- Action

**Get File Info**

Returns the details Sirv holds on one file — its type, size, dates and image information.

- Action

**Get File Metadata**

Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

- Action

**Get File Tags**

Returns the tags attached to a file in your Sirv account.

- Action

**Get product metadata**

Returns the product information stored on a file in your Sirv account.

- Action

**Get Storage Info**

Returns how much storage your Sirv account is using and how much it is allowed.

- Action

**Get Usage Report**

Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

- Action

**Get ZIP Job**

Returns the progress and results of a zip job, including the archive it produced.

- Action

**List Folder Contents**

Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

- Action

**Make API Call**

Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

- Action

**Rename or Move File**

Renames a file or folder, or moves it to another folder, by giving its new path.

- Action

**Set File Metadata**

Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

- Action

**Set Product Metadata**

Attaches product details — code, name, brand and categories — to a file in your Sirv account.

- Action

**Update account**

Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

- Action

**Upload File**

Uploads a file to your Sirv account from a web address.

- Action

**Zip Files**

Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

## 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)
- [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv)

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 Sirv

- [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv)
- [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv)
- [ **Google Sheets to Sirv** Google Sheets](https://apiant.ai/connect/google-sheets-to-sirv)
- [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv)
- [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv)
- [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv)

Questions

## Clientify and Sirv, 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 Sirv when something happens in Clientify?

Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Sirv to Clientify?

Yes. When something happens in Sirv, your agent can act in Clientify too. This page covers both directions: Sirv's triggers and Clientify's actions are listed here as well.

###

### Do I have to build a connector for Clientify or Sirv?

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 Sirv 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.
