--- title: "Connect CustomGPT.ai to WiseTeam - APIANT.ai" description: "When \"New Conversation\" fires in CustomGPT.ai, your agent runs \"Add task\" in WiseTeam." canonical: "https://apiant.ai/connect/customgpt-ai-to-wiseteam" --- # Connect CustomGPT.ai to WiseTeam When **New Conversation** fires in [CustomGPT.ai](https://apiant.ai/connections/customgpt-ai), your agent runs **Add task** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running. CustomGPT.ai **1** trigger CustomGPT.ai **7** actions WiseTeam **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CustomGPT.ai and WiseTeam 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) CustomGPT.ai handles the chat with your visitors, and WiseTeam holds the contacts, leads, accounts and tasks your team works from. Connecting them means each new conversation can land in WiseTeam as a contact, a note on the right record, a task for an owner or a new opportunity, without anyone copying details by hand. Example flows ## What CustomGPT.ai can start in WiseTeam - When **New Conversation** in CustomGPT.ai then **Add task** in WiseTeam - When **New Conversation** in CustomGPT.ai then **Update lead** in WiseTeam 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 CustomGPT.ai and WiseTeam ## Triggers and actions 1 trigger · 24 actions - Trigger **New Conversation** Trigger when a new conversation is added. - Action **Create Conversation** Creates a new conversation - Action **Export Conversation** Export conversation as file - Action **Export Conversation Leads** Export leads collected during a conversation as a file. - Action **Find Agent** Find Agent by name. - Action **Find Conversation** Find conversation by name. - Action **Update Agent** Update existing Agent - Action **Update Settings** Update project settings - Action **Add account** Creates a new account (company) in WiseTeam. - Action **Add contact** Creates a new contact in WiseTeam. - Action **Add note** Adds a note to a WiseTeam lead, contact, account, opportunity or other record. - Action **Add opportunity** Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead. - Action **Add task** Creates a task in WiseTeam, optionally attached to a project or other record. - Action **Get account** Returns a single WiseTeam account by its ID. - Action **Get contact** Returns a single WiseTeam contact by its ID, including name, address, phone and email details. - Action **Get lead** Returns a single WiseTeam lead by its record ID, including all of its fields. - Action **Get project** Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties. - Action **Get task** Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner. - Action **List accounts** Returns all accounts in your WiseTeam CRM with their name and code. - Action **List contacts** Returns all contacts in your WiseTeam account. - Action **List leads** Returns the leads in your WiseTeam account. - Action **Update account** Updates an existing account in WiseTeam, changing its name, code or acronym. - Action **Update contact** Updates an existing contact in WiseTeam. Fields left blank keep their current values. - Action **Update lead** Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign. - Action **Update opportunity** Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead. ## Each app on its own - [ **CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connections/customgpt-ai) - [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam) Reviews ## What our customers say ## More from CustomGPT.ai - [ **CustomGPT.ai to Ipbase** REST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...](https://apiant.ai/connect/customgpt-ai-to-ipbase) - [ **CustomGPT.ai to Mailrelay** Mailrelay is an advanced email marketing platform with powerful features.](https://apiant.ai/connect/customgpt-ai-to-mailrelay) - [ **CustomGPT.ai to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/customgpt-ai-to-hubspot) - [ **CustomGPT.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/customgpt-ai-to-salesforce) - [ **CustomGPT.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/customgpt-ai-to-slack) - [ **CustomGPT.ai to Google Sheets** Google Sheets](https://apiant.ai/connect/customgpt-ai-to-google-sheets) ## More into WiseTeam - [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam) - [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam) - [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam) - [ **Google Sheets to WiseTeam** Google Sheets](https://apiant.ai/connect/google-sheets-to-wiseteam) - [ **Gmail to WiseTeam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wiseteam) - [ **Google Calendar to WiseTeam** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wiseteam) Questions ## CustomGPT.ai and WiseTeam, answered ### ### Can a conversation update a record we already have in WiseTeam instead of making a new one? Yes. The agent can list your WiseTeam contacts or leads to look for a match on the details from the CustomGPT.ai conversation, then use Update lead or Update contact when one exists and Add contact when none does. It tests every scenario before it goes live. ### ### Does this work the other way, starting from WiseTeam? No. CustomGPT.ai has the New Conversation trigger, so the flow always begins when a conversation is added there. WiseTeam is used for actions such as Add task, Add note, Add opportunity, Add account and the Get and List lookups. ### ### What can start an automation from CustomGPT.ai? Any of CustomGPT.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WiseTeam when something happens in CustomGPT.ai? Any of WiseTeam's 17 actions, including Add account, Add opportunity, Add task and Update lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WiseTeam to CustomGPT.ai? WiseTeam has no triggers in the catalog today, so automations start in CustomGPT.ai. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it. ### ### Do I have to build a connector for CustomGPT.ai or WiseTeam? 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 CustomGPT.ai and WiseTeam 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.