--- title: "Connect CLOSUM to Custify - APIANT.ai" description: "When \"New Lead\" fires in CLOSUM, your agent runs \"Create Task\" in Custify. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/closum-to-custify" --- # Connect CLOSUM to Custify When **New Lead** fires in [CLOSUM](https://apiant.ai/connections/closum), your agent runs **Create Task** in [Custify](https://apiant.ai/connections/custify). Describe the whole flow and it is built, tested on every scenario and kept running. CLOSUM **1** trigger CLOSUM **3** actions Custify **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CLOSUM and Custify 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 CLOSUM can start in Custify - When **New Lead** in CLOSUM then **Create Task** in Custify - When **New Lead** in CLOSUM then **Send Event** in Custify 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 CLOSUM and Custify ## Triggers and actions 1 trigger · 7 actions - Trigger **New Lead** Fires once for each new lead added in Closum. - Action **Add Lead** Add a new lead to account - Action **Get lead** Get a lead by id. - Action **List leads** List leads. - Action **Create Task** Creates a task in Custify, optionally linked to a company or person, assigned to a team member, with due date, priority and checklist. - Action **Link Person to Company** Links a person to a company in Custify, or updates their existing relationship, with an optional role and link date. - Action **Send Event** Records a custom event for a person in Custify, such as a product action, with optional details. - Action **Send NPS** Records an NPS score, with an optional comment, for a person in Custify. ## Each app on its own - [ **CLOSUM** Closum is a inbound marketing platform, focused on small and medium companies to do their own landing pages...](https://apiant.ai/connections/closum) - [ **Custify** Custify is a customer success platform that helps you better meet customers' needs, reducing churn and...](https://apiant.ai/connections/custify) Reviews ## What our customers say ## More from CLOSUM - [ **CLOSUM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/closum-to-hubspot) - [ **CLOSUM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/closum-to-salesforce) - [ **CLOSUM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/closum-to-slack) - [ **CLOSUM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/closum-to-google-sheets) - [ **CLOSUM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/closum-to-gmail) - [ **CLOSUM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/closum-to-google-calendar) ## More into Custify - [ **HubSpot to Custify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-custify) - [ **Salesforce to Custify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-custify) - [ **Slack to Custify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-custify) - [ **Google Sheets to Custify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-custify) - [ **Gmail to Custify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-custify) - [ **Google Calendar to Custify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-custify) Questions ## CLOSUM and Custify, answered ### ### What can start an automation from CLOSUM? Any of CLOSUM's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Custify when something happens in CLOSUM? Any of Custify's 4 actions, including Create Task, Send Event, Send NPS and Link Person to Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Custify to CLOSUM? Custify has no triggers in the catalog today, so automations start in CLOSUM. If you need the other direction, ask: your agent reads Custify's API documentation and adds it. ### ### Do I have to build a connector for CLOSUM or Custify? 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 CLOSUM and Custify 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.