Integration
Connect Kustomer to Kartra
When Conversation Created fires in Kustomer, your agent runs Add Points to a Lead in Kartra. 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 Kustomer and Kartra to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Kustomer can start in Kartra
When Conversation Created in Kustomer
then Add Points to a Lead in Kartra
When Conversation Updated in Kustomer
then Create New Lead in Kartra
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 Kustomer and Kartra
Triggers and actions 6 triggers · 46 actions
Trigger
Conversation CreatedTriggers when a new conversation is created in Kustomer.
Trigger
Conversation UpdatedTriggers when a Kustomer conversation is created or updated.
Trigger
Customer CreatedTriggers when a new customer is created in Kustomer.
Trigger
Customer UpdatedTriggers when a Kustomer customer is created or updated.
Trigger
Message CreatedTriggers when a new message is sent or received in Kustomer.
Trigger
Message UpdatedTriggers when a Kustomer message is created or updated.
Action
Add custom objectCreates a new custom object (KObject) of the chosen custom object type in Kustomer.
Action
Add messageAdds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
Action
Create CompanyCreates a company in Kustomer that customers can be linked to.
Action
Create ConversationCreates a new conversation for a Kustomer customer, with an optional name, status and tags.
Action
Create CustomerCreates a new customer in Kustomer with a name, email, phone and optional external ID.
Action
Create NotesAdds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
Action
Create UserInvites a new agent user to your Kustomer org by name and email.
Action
Delete CustomerDeletes a Kustomer customer by ID.
Action
Find ConversationFinds a Kustomer conversation by the external ID your own system gave it.
Action
Find CustomerFinds a Kustomer customer by email address and returns their ID, name and phone.
Action
Find custom objects by criteriaReturns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
Action
Find UserFinds a Kustomer agent user by email address.
Action
Get CompanyReturns one Kustomer company by ID.
Action
Get ConversationReturns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
Action
Get CustomerReturns one Kustomer customer by ID, with name, emails, phones and timestamps.
Action
Get messageReturns a single Kustomer message by its ID, including its attributes and related conversation and customer.
Action
Get userReturns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
Action
List teamsReturns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
Action
Update companyUpdates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
Action
Update ConversationUpdates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
Action
Update CustomerUpdates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
Action
Add Points to a LeadAdds points to a lead's score, optionally expiring after a number of days.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create Custom FieldCreates a custom lead field in the account.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
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 Kustomer
Kustomer to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Kustomer to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Kustomer to MailchimpMailchimp marketing automation and email platform.
Kustomer to StripeStripe is a payment processing platform for online businesses.
Kustomer to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Kustomer to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Kartra
HubSpot to KartraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to KartraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to KartraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to KartraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KartraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KartraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Kustomer and Kartra, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in Kustomer?
Any of Kartra's 25 actions, including Create Custom Field, Create New Lead, Add Points to a Lead and Assign Tag to Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Kustomer?
Kartra has no triggers in the catalog today, so automations start in Kustomer. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Kustomer or Kartra?
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 Kustomer and Kartra 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.