Integration
Connect ClientSuccess and jo4.io
When New Client fires in ClientSuccess, your agent runs Add referral program in jo4.io, or New URL Created in jo4.io 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 jo4.io 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 jo4.io can do together
From ClientSuccess to jo4.io
When New Client in ClientSuccess
then Add referral program in jo4.io
From jo4.io 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 jo4.io
Triggers and actions 6 triggers · 17 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 URL Created
Triggers when a new short link is created in your jo4 account.
- Add referral program
Creates a referral programme in jo4.io, setting how referrers are rewarded and how its sign-up page looks.
- Add short URL
Shortens a web address into a jo4.io link, with optional preview details, tracking, scheduling, password protection and app deep links.
- Get referral leaderboard
Returns the referrers on a referral programme, ranked by how much they have brought in.
- Get short URL
Returns one short link from your jo4.io account, with the address it points to and the details held against it.
- Get short URL stats
Returns how a short link has performed: total clicks and page views, broken down by device, browser, country, city, referrer, language and campaign.
- List short URLs
Returns the short links in your jo4 account, optionally with their click statistics.
- Update short URL
Changes an existing jo4.io short link — its destination, preview details, tracking, scheduling, password protection or app deep links.
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 jo4.io
Google Drive to jo4.ioGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to jo4.ioActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to jo4.ioOrganize anything with Airtable, a modern database created for everyone.
Questions
ClientSuccess and jo4.io, 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 jo4.io when something happens in ClientSuccess?
Any of jo4.io's 7 actions, including Update short URL, Add referral program, Add short URL and Get referral leaderboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from jo4.io to ClientSuccess?
Yes. When something happens in jo4.io, your agent can act in ClientSuccess too. This page covers both directions: jo4.io's triggers and ClientSuccess's actions are listed here as well.
Do I have to build a connector for ClientSuccess or jo4.io?
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 jo4.io 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.