--- title: "Connect Clientify and WeTravel - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Get order\" in WeTravel, or \"Lead Updated\" in WeTravel to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-wetravel" --- # Connect Clientify and WeTravel When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Get order** in [WeTravel](https://apiant.ai/connections/wetravel), or **Lead Updated** in WeTravel 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 WeTravel **3** triggers WeTravel **10** 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 WeTravel 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 WeTravel can do together ### From Clientify to WeTravel - When **New Contact** in Clientify then **Get order** in WeTravel - When **New Deal** in Clientify then **List leads** in WeTravel ### From WeTravel to Clientify - When **Lead Updated** in WeTravel then **Add task** in Clientify - When **New Lead** in WeTravel 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 WeTravel ## Triggers and actions 6 triggers · 25 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 **Lead Updated** Triggers when a WeTravel lead is created or updated (for example, when the person requests again or books). - Trigger **New Lead** Triggers when a new lead is captured for one of your WeTravel trips. - Trigger **Transaction Updated** Triggers when a WeTravel transaction is created or updated, such as a payment, refund or payout changing status. - Action **Add payment link** Creates a WeTravel payment link for a trip with its dates, currency, fee handling and price, optionally with a deposit and installment payment plan. - Action **Add trip** Creates a draft trip in WeTravel, which can then be built out and published. - Action **Get order** Returns a single trip order (booking), including amounts paid and due, packages and add-ons, participants and installments. - Action **Get payment link** Returns a WeTravel payment link by its UUID, including its trip and pricing details. - Action **List leads** Returns the leads (trip inquiries) in your WeTravel account, optionally filtered by trip, booking status, lead type and request date. - Action **List orders** Returns the orders (bookings) placed on a trip, with amounts paid and due, buyer and booked packages. - Action **List transactions** Returns the transactions (payments and refunds) on your WeTravel account, optionally filtered. - Action **List trips** Returns all trips in your WeTravel account, with their titles, destinations, dates and listing status. - Action **Publish trip** Publishes a draft trip so its booking page goes live on WeTravel, and returns the published trip. - Action **Update trip** Updates an existing draft trip's details, such as title, dates, group size, pricing currency and booking settings. Only the fields you fill in are changed. ## 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) - [ **WeTravel** WeTravel is an all-in-one operating system for multi-day travel businesses—build itineraries, manage...](https://apiant.ai/connections/wetravel) 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 WeTravel - [ **HubSpot to WeTravel** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wetravel) - [ **Salesforce to WeTravel** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wetravel) - [ **Slack to WeTravel** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wetravel) - [ **Google Sheets to WeTravel** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wetravel) - [ **Gmail to WeTravel** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wetravel) - [ **Google Calendar to WeTravel** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wetravel) Questions ## Clientify and WeTravel, 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 WeTravel when something happens in Clientify? Any of WeTravel's 10 actions, including Update trip, Add payment link, Add trip and Get order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WeTravel to Clientify? Yes. When something happens in WeTravel, your agent can act in Clientify too. This page covers both directions: WeTravel's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify or WeTravel? 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 WeTravel 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.