--- title: "Connect HeyReach to Custify - APIANT.ai" description: "When \"Campaign Completed\" fires in HeyReach, your agent runs \"Create Task\" in Custify." canonical: "https://apiant.ai/connect/heyreach-to-custify" --- # Connect HeyReach to Custify When **Campaign Completed** fires in [HeyReach](https://apiant.ai/connections/heyreach), 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. HeyReach **2** triggers HeyReach **11** 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 HeyReach 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 HeyReach can start in Custify - When **Campaign Completed** in HeyReach then **Create Task** in Custify - When **Connection Request Sent** in HeyReach 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 HeyReach and Custify ## Triggers and actions 2 triggers · 15 actions - Trigger **Campaign Completed** Triggers when a campaign finishes. - Trigger **Connection Request Sent** Triggers when you send a connection request. - Action **Add Lead to List** Adds a lead to an existing list - Action **Create Empty List** Creates an empty list in HeyReach - Action **Delete Lead From List** Deletes the lead from the HeyReach list - Action **Get Campaigns for Lead** Gets the campaigns the lead is a part of - Action **Get Conversations** Gets conversations from HeyReach - Action **Get Lead Details** Gets details for the given lead - Action **Get Leads From List** Gets leads from a HeyReach list - Action **Get LinkedIn Senders** Gets the sender accounts connected to HeyReach - Action **Get List by Id** Gets a list from HeyReach - Action **Get Lists** Gets lists from HeyReach - Action **Get Overall Stats** Gets the HeyReach analytics, similar to the Dashboard - 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 - [ **HeyReach** HeyReach is a multi-account outreach platform for teams and agencies.](https://apiant.ai/connections/heyreach) - [ **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 HeyReach - [ **HeyReach to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/heyreach-to-pipedrive) - [ **HeyReach to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/heyreach-to-salesforce) - [ **HeyReach to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/heyreach-to-slack) - [ **HeyReach to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/heyreach-to-mailchimp) - [ **HeyReach to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/heyreach-to-stripe) - [ **HeyReach to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/heyreach-to-shopify) ## 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 ## HeyReach and Custify, answered ### ### What can start an automation from HeyReach? Any of HeyReach's 2 triggers in the catalog, including Campaign Completed and Connection Request Sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Custify when something happens in HeyReach? 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 HeyReach? Custify has no triggers in the catalog today, so automations start in HeyReach. 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 HeyReach 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 HeyReach 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.