--- title: "Connect HappyFox Chat and RO App - APIANT.ai" description: "When \"New Missed Chat\" fires in HappyFox Chat, your agent runs \"Add Lead Comment\" in RO App." canonical: "https://apiant.ai/connect/happyfox-chat-to-ro-app" --- # Connect HappyFox Chat and RO App When **New Missed Chat** fires in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), your agent runs **Add Lead Comment** in [RO App](https://apiant.ai/connections/ro-app), or **New Invoice Statuses** in RO App to **List offline messages** in HappyFox Chat. Describe the whole flow and it is built, tested on every scenario and kept running. HappyFox Chat **3** triggers HappyFox Chat **8** actions RO App **12** triggers RO App **39** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HappyFox Chat and RO App 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 HappyFox Chat and RO App can do together ### From HappyFox Chat to RO App - When **New Missed Chat** in HappyFox Chat then **Add Lead Comment** in RO App - When **New Offline Message** in HappyFox Chat then **Add Order Comment** in RO App ### From RO App to HappyFox Chat - When **New Invoice Statuses** in RO App then **List offline messages** in HappyFox Chat - When **New Order Items** in RO App then **Get agent** in HappyFox Chat 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 HappyFox Chat and RO App ## Triggers and actions 15 triggers · 47 actions - Trigger **Finished Chat** Triggered when a chat in HappyFox Chat ends and its transcript is created. - Trigger **New Missed Chat** Triggered when a chat in HappyFox Chat ends without an agent answering it. - Trigger **New Offline Message** Triggered when a visitor leaves an offline message in HappyFox Chat. - Action **Get agent** Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions. - Action **Get department** Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents. - Action **List agents** Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions. - Action **List canned responses** Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them. - Action **List departments** Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each. - Action **List offline messages** Returns the offline messages visitors left in HappyFox Chat while no agent was available. - Action **List transcripts** Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range. - Action **List visitors** Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information. - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. ## Each app on its own - [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat) - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) Reviews ## What our customers say ## More from HappyFox Chat - [ **HappyFox Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/happyfox-chat-to-hubspot) - [ **HappyFox Chat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/happyfox-chat-to-salesforce) - [ **HappyFox Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/happyfox-chat-to-slack) - [ **HappyFox Chat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/happyfox-chat-to-mailchimp) - [ **HappyFox Chat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/happyfox-chat-to-stripe) - [ **HappyFox Chat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/happyfox-chat-to-shopify) ## More into RO App - [ **HubSpot to RO App** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ro-app) - [ **Google Sheets to RO App** Google Sheets](https://apiant.ai/connect/google-sheets-to-ro-app) - [ **Gmail to RO App** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ro-app) - [ **Google Calendar to RO App** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ro-app) - [ **Google Drive to RO App** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ro-app) - [ **Mailchimp to RO App** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ro-app) Questions ## HappyFox Chat and RO App, answered ### ### What can start an automation from HappyFox Chat? Any of HappyFox Chat's 3 triggers in the catalog, including New Missed Chat, New Offline Message and Finished Chat. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RO App when something happens in HappyFox Chat? Any of RO App's 39 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RO App to HappyFox Chat? Yes. When something happens in RO App, your agent can act in HappyFox Chat too. This page covers both directions: RO App's triggers and HappyFox Chat's actions are listed here as well. ### ### Do I have to build a connector for HappyFox Chat or RO App? 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 HappyFox Chat and RO App 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.