--- title: "Connect ilert to Customerly - APIANT.ai" description: "When \"New or Updated Incident\" fires in ilert, your agent runs \"Create/Update Lead\" in Customerly." canonical: "https://apiant.ai/connect/ilert-to-customerly" --- # Connect ilert to Customerly When **New or Updated Incident** fires in [ilert](https://apiant.ai/connections/ilert), your agent runs **Create/Update Lead** in [Customerly](https://apiant.ai/connections/customerly). Describe the whole flow and it is built, tested on every scenario and kept running. ilert **1** trigger ilert **12** actions Customerly **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ilert and Customerly 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 ilert can start in Customerly - When **New or Updated Incident** in ilert then **Create/Update Lead** in Customerly - When **New or Updated Incident** in ilert then **Convert lead to user** 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 ilert and Customerly ## Triggers and actions 1 trigger · 20 actions - Trigger **New or Updated Incident** Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed. - Action **Accept Incident** Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert. - Action **Add Alert** Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify). - Action **Add maintenance window** Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time. - Action **Create Incident** Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified. - Action **Find User on Call** Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call. - Action **Get alert** Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders. - Action **Get incident** Returns a single ilert incident by its id, including its status, severity, affected services and responders. - Action **Get maintenance window** Fetches a maintenance window by ID. An error occurs if the maintenance window is not found. - Action **List Alert Sources** Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy. - Action **List incidents** Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date. - Action **List users** Returns the users in your ilert account, with their name, email, role and contact settings. - Action **Resolve Incident** Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation. - Action **Add conversation** Open a new conversation from a user to a teammate. - Action **Add User Tag** Attach a tag to an existing user or lead. - Action **Convert lead to user** Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers). - Action **Create/Update Lead** Creates or updates a lead. - Action **Create/Update User** Creates or updates a new user. - Action **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. - Action **Get Conversation** Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message. - Action **Unsubscribe contacts** Unsubscribe contacts (bulk) via API. ## Each app on its own - [ **ilert** ilert is a platform for alerting, on-call management, and status pages.](https://apiant.ai/connections/ilert) - [ **Customerly** Boost your customer engagement. The fully integrated tool your online business needs to scale up and...](https://apiant.ai/connections/customerly) Reviews ## What our customers say ## More from ilert - [ **ilert to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ilert-to-salesforce) - [ **ilert to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ilert-to-slack) - [ **ilert to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/ilert-to-mailchimp) - [ **ilert to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ilert-to-stripe) - [ **ilert to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ilert-to-shopify) - [ **ilert to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ilert-to-quickbooks-online) ## More into Customerly - [ **HubSpot to Customerly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customerly) - [ **Salesforce to Customerly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customerly) - [ **Slack to Customerly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customerly) - [ **Google Sheets to Customerly** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customerly) - [ **Gmail to Customerly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customerly) - [ **Google Calendar to Customerly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customerly) Questions ## ilert and Customerly, answered ### ### What can start an automation from ilert? Any of ilert's 1 trigger in the catalog, including New or Updated Incident. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customerly when something happens in ilert? 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 ilert? Customerly has no triggers in the catalog today, so automations start in ilert. 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 ilert 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. ### ### Can my AI client use ilert and Customerly 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.