Integration
Connect ClientSuccess and InfluencerSoft
When New Client fires in ClientSuccess, your agent runs Add Tag to Lead in InfluencerSoft, or New Coupon in InfluencerSoft to Create Contact in ClientSuccess. 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 ClientSuccess and InfluencerSoft 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ClientSuccess and InfluencerSoft can do together
From ClientSuccess to InfluencerSoft
When New Client in ClientSuccess
then Add Tag to Lead in InfluencerSoft
From InfluencerSoft to ClientSuccess
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 ClientSuccess and InfluencerSoft
Triggers and actions 8 triggers · 19 actions
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
- New Coupon
Triggers when a new discount coupon is created in InfluencerSoft.
- New Group
Triggers when a new contact group (subscription list) is created in InfluencerSoft.
- New Product
Triggers when a new product is created in InfluencerSoft.
- Add Tag to Lead
Adds one or more tags to an existing contact, found by email.
- Add/Update Lead
Creates a contact, or updates the existing one with the same email, and can add or remove its groups and tags in the same call.
- Create Order
Creates an order (invoice) for a customer with one or more products, optionally already paid, with coupon, affiliate and UTM details.
- List Additional Users
Returns every additional user (manager) in the account, with their id and name.
- List Coupons
Returns every discount coupon in the account, with its id and code.
- List Groups
Returns every contact group (subscription list) in the account, with its id, API id and title.
- List Products
Returns every product in the account, with its id, system name and title.
- Remove Lead From List
Removes an existing contact, found by email, from one or more groups.
- Remove Tag From Lead
Removes one or more tags from an existing contact, found by email.
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
What our customers say
More from ClientSuccess
ClientSuccess to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ClientSuccess to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ClientSuccess to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ClientSuccess to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ClientSuccess to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ClientSuccess to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into InfluencerSoft
Google Drive to InfluencerSoftGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to InfluencerSoftActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
ClientSuccess and InfluencerSoft, answered
What can start an automation from ClientSuccess?
Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InfluencerSoft when something happens in ClientSuccess?
Any of InfluencerSoft's 9 actions, including Create Order, Add Tag to Lead, Add/Update Lead and List Additional Users. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InfluencerSoft to ClientSuccess?
Yes. When something happens in InfluencerSoft, your agent can act in ClientSuccess too. This page covers both directions: InfluencerSoft's triggers and ClientSuccess's actions are listed here as well.
Do I have to build a connector for ClientSuccess or InfluencerSoft?
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 ClientSuccess and InfluencerSoft 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.