--- title: "Connect Hyros to Retently - APIANT.ai" description: "When \"New Call\" fires in Hyros, your agent runs \"Create or Update Customer\" in Retently." canonical: "https://apiant.ai/connect/hyros-to-retently" --- # Connect Hyros to Retently When **New Call** fires in [Hyros](https://apiant.ai/connections/hyros), your agent runs **Create or Update Customer** in [Retently](https://apiant.ai/connections/retently). Describe the whole flow and it is built, tested on every scenario and kept running. Hyros **5** triggers Hyros **20** actions Retently **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hyros and Retently 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 Hyros can start in Retently - When **New Call** in Hyros then **Create or Update Customer** in Retently - When **New Lead** in Hyros then **Resubscribe customer** in Retently 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 Hyros and Retently ## Triggers and actions 5 triggers · 36 actions - Trigger **New Call** Triggers when a new call is recorded in HYROS. - Trigger **New Lead** Triggers when a new lead is created in HYROS. - Trigger **New Sale** Triggers when a new sale is recorded in HYROS. - Trigger **New Sale Attributed** Triggers when a new sale is recorded and attributed in Hyros. - Trigger **New Subscription** Triggers when a new subscription is recorded in HYROS. - Action **Delete Call** Deletes a call. - Action **Delete Sale** Deletes a sale. - Action **Find Lead Clicks** Returns the tracked clicks of a lead. - Action **Find Leads** Finds leads by ID, email or creation date. - Action **Find Sales** Finds sales by ID, email, lead, product tag or date. - Action **Find Subscriptions** Finds subscriptions by ID, email, lead, product tag, status or date. - Action **Get Ad Accounts Attribution Report** Returns sales, revenue, cost and other attribution figures per ad account. - Action **Get Ads Attribution Report** Returns sales, revenue, cost and other attribution figures per ad, ad set or campaign. - Action **Get Lead Journey** Returns the attribution journey of one or more leads: their sales and the sources that led to them. - Action **Get User Info** Returns the profile of the account the API key belongs to. - Action **List Ads** Returns the ads HYROS tracks for an ad platform. - Action **List Domains** Returns the domains configured in the account. - Action **List Keywords** Returns the keywords of a Google ad group. - Action **List Lead Stages** Returns the lead stages in the account. - Action **List Sources** Returns the traffic sources in the account. - Action **List Tags** Returns every tag in the account. - Action **Refund Order** Refunds an order and updates the income of its lead. - Action **Retrieve Calls** Finds calls by ID, email, lead, product tag, qualification or date. - Action **Update Call** Updates the name, state or qualification of calls. - Action **Update Sale** Marks sales as refunded or recurring. - Action **Apply Tag to Response** Adds a tag to a survey response. - Action **Apply Topic to Response** Adds a topic to a survey response. - Action **Create or Update Customer** Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties. - Action **Delete Customer** Deletes a customer and all their associated data from Retently, identified by email address. - Action **Find Company** Finds a Retently company by its website domain (or company ID) and returns its full record. - Action **Find Customer by Email** Returns up to 20 Retently customers that match the specified email address. - Action **Get campaign report** Returns NPS/CX score and response-volume report data for a campaign over a date range. - Action **Get Company** Fetches a company by ID. An error occurs if the company is not found. - Action **Get Customer** Fetches a customer by ID. An error occurs if the customer is not found. - Action **Get feedback** Retrieves a single survey response (feedback) by its Retently ID. - Action **Get latest score** Returns the most recent NPS/CX score snapshot for the account or a given campaign. - Action **List Campaigns** Lists the survey campaigns in the Retently account. - Action **List Companies** Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts. - Action **List Customers** Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter. - Action **Resubscribe customer** Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app. - Action **Unsubscribe Customer** Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message. ## Each app on its own - [ **Hyros** HYROS makes profitable action clear for high end digital businesses with laser accurate sales attribution...](https://apiant.ai/connections/hyros) - [ **Retently** Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys.](https://apiant.ai/connections/retently) Reviews ## What our customers say ## More from Hyros - [ **Hyros to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hyros-to-salesforce) - [ **Hyros to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hyros-to-slack) - [ **Hyros to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hyros-to-mailchimp) - [ **Hyros to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hyros-to-stripe) - [ **Hyros to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hyros-to-shopify) - [ **Hyros to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hyros-to-quickbooks-online) ## More into Retently - [ **HubSpot to Retently** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-retently) - [ **Salesforce to Retently** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-retently) - [ **Slack to Retently** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-retently) - [ **Google Sheets to Retently** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-retently) - [ **Gmail to Retently** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-retently) - [ **Google Calendar to Retently** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-retently) Questions ## Hyros and Retently, answered ### ### What can start an automation from Hyros? Any of Hyros's 5 triggers in the catalog, including New Call, New Lead, New Sale and New Sale Attributed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Retently when something happens in Hyros? Any of Retently's 16 actions, including Create or Update Customer, Apply Tag to Response, Apply Topic to Response and Find Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Retently to Hyros? Retently has no triggers in the catalog today, so automations start in Hyros. If you need the other direction, ask: your agent reads Retently's API documentation and adds it. ### ### Do I have to build a connector for Hyros or Retently? 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 Hyros and Retently 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.