--- title: "Connect Clientify and Slack - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Send Direct Message\" in Slack, or \"New Channel\" in Slack to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-slack" --- # Connect Clientify and Slack When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Send Direct Message** in [Slack](https://apiant.ai/connections/slack), or **New Channel** in Slack 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 Slack **15** triggers Slack **60** 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 Slack 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 Slack can do together ### From Clientify to Slack - When **New Contact** in Clientify then **Send Direct Message** in Slack - When **New Deal** in Clientify then **Send Ephemeral Message** in Slack ### From Slack to Clientify - When **New Channel** in Slack then **Add task** in Clientify - When **New Channel Member** in Slack 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 Slack ## Triggers and actions 18 triggers · 75 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 Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. ## 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) - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) 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 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) - [ **Clientify to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/clientify-to-google-drive) ## More into Slack - [ **Salesforce to Slack** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-slack) - [ **Google Calendar to Slack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-slack) - [ **Mailchimp to Slack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-slack) - [ **Stripe to Slack** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-slack) - [ **Shopify to Slack** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-slack) - [ **Notion to Slack** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-slack) Questions ## Clientify and Slack, 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 Slack when something happens in Clientify? Any of Slack's 60 actions, including Create Canvas, Create Channel, Create Channel Canvas and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Slack to Clientify? Yes. When something happens in Slack, your agent can act in Clientify too. This page covers both directions: Slack's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or Slack? 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 Slack 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.