Integration
Connect Climbo 2.0 and DoubleTick
When New Charge fires in Climbo 2.0, your agent runs Send WhatsApp Document Message in DoubleTick, or New Broadcast Group in DoubleTick to Add contact in Climbo 2.0. 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 Climbo 2.0 and DoubleTick 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 Climbo 2.0 and DoubleTick can do together
From Climbo 2.0 to DoubleTick
When New Charge in Climbo 2.0
then Send WhatsApp Document Message in DoubleTick
From DoubleTick to Climbo 2.0
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 Climbo 2.0 and DoubleTick
Triggers and actions 5 triggers · 45 actions
- New Charge
Triggers when a new charge is made to one of your Climbo clients.
- New Client
Triggers when a new client is added to your Climbo agency.
- New Google Review
Triggers when a new Google review is posted for one of your Climbo client locations.
- Add Client
Creates a new client in your Climbo agency on the chosen plan and returns the new client.
- Add contact
Creates a contact in one of a client's locations, optionally tagging it with existing tags so it can be targeted by campaigns.
- Add location
Creates a new location under one of your clients and returns it with its review link already set up.
- Change Plan
Moves a Climbo client onto a different agency plan and returns the updated client.
- Change Status
Changes a Climbo client's subscription status (active, trialing, unpaid or paused) and returns the updated client.
- Delete Client
Deletes a client from your Climbo agency.
- Get Client
Finds a Climbo client by email and returns its details.
- Get location
Returns one location of a client: its name, address, connected review sites, review link, and overall rating and review count.
- Get plan
Returns one of your agency's plans with its name, location limit, prices, trial settings and the features it includes.
- List charges
Returns the recent charges billed to your agency's clients, with amount, status, card and refund details.
- List clients
Returns your agency's clients, optionally narrowed by plan, subscription status or email.
- List contacts
Returns the contacts of a Climbo location, with their tags and whether they have been contacted, optionally filtered by name, phone or email.
- List plans
Returns the plans your agency can offer to clients, with their prices, location limits, trial settings and included features.
- List private feedback
Returns the private feedback (written and video) left for one of a client's locations.
- List review invitations
Returns the review invitations sent for one of a client's locations, newest pages first, with the channel, category, recipient and send time of each.
- List reviews
Returns the reviews of a client's location, optionally only those from one review site such as Google or Yelp.
- Reply to private feedback
Sends an email reply to a customer's private feedback entry for a location and returns the updated feedback.
- Reply to review
Publishes a reply to a customer review on one of a client's locations.
- Send test webhook event
Sends a sample payload of the chosen Climbo event to a URL and returns how that address replied.
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
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 Climbo 2.0
Climbo 2.0 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Climbo 2.0 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Climbo 2.0 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Climbo 2.0 to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Climbo 2.0 to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Climbo 2.0 to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DoubleTick
ActiveCampaign to DoubleTickActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DoubleTickOrganize anything with Airtable, a modern database created for everyone.
Asana to DoubleTickAsana is a collaborative information manager for workspace.
ClickUp to DoubleTickClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DoubleTickDiscord is an all-in-one voice and text chat for gamers.
Brevo to DoubleTickBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Climbo 2.0 and DoubleTick, answered
What can start an automation from Climbo 2.0?
Any of Climbo 2.0's 3 triggers in the catalog, including New Charge, New Client and New Google Review. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DoubleTick when something happens in Climbo 2.0?
Any of DoubleTick's 26 actions, including Create Broadcast Group, Create Note, Send WhatsApp Document Message and Send WhatsApp Image Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DoubleTick to Climbo 2.0?
Yes. When something happens in DoubleTick, your agent can act in Climbo 2.0 too. This page covers both directions: DoubleTick's triggers and Climbo 2.0's actions are listed here as well.
Do I have to build a connector for Climbo 2.0 or DoubleTick?
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 Climbo 2.0 and DoubleTick 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.