Integration
Connect Gridfox to Customerly
When Record Created fires in Gridfox, your agent runs Create/Update Lead in Customerly. 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 Gridfox and Customerly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Gridfox can start in Customerly
When Record Created in Gridfox
then Create/Update Lead in Customerly
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 Gridfox and Customerly
Triggers and actions 2 triggers · 17 actions
- Record Created
Triggers when a new record is created.
- Record Created or Updated
Fires when a record in the chosen Gridfox table is created or updated.
- Add record
Create a record in a table.
- Add user
Add a user to the project.
- Delete record
Delete a record.
- Find records
Search records in a table by search parameters.
- Get record
Get a record by reference field value.
- Get record audit
Get audit history for a record.
- List tables
List tables in the project.
- List User Groups
lists the project's user groups with their member users (id, email).
- Update record
Update a record by reference field value.
- Add conversation
Open a new conversation from a user to a teammate.
- Add User Tag
Attach a tag to an existing user or lead.
- Convert lead to user
Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers).
- Create/Update Lead
Creates or updates a lead.
- Create/Update User
Creates or updates a new user.
- Get Contact
Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags.
- Get Conversation
Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message.
- Unsubscribe contacts
Unsubscribe contacts (bulk) via API.
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 Gridfox
Gridfox to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Gridfox to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Gridfox to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gridfox to MailchimpMailchimp marketing automation and email platform.
Gridfox to StripeStripe is a payment processing platform for online businesses.
Gridfox to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Customerly
Google Sheets to CustomerlyGoogle Sheets
Gmail to CustomerlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to CustomerlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Gridfox and Customerly, answered
What can start an automation from Gridfox?
Any of Gridfox's 2 triggers in the catalog, including Record Created and Record Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Customerly when something happens in Gridfox?
Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Customerly to Gridfox?
Customerly has no triggers in the catalog today, so automations start in Gridfox. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it.
Do I have to build a connector for Gridfox or Customerly?
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.
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.