--- title: "Connect LiveAgent to Tallyfy - APIANT.ai" description: "When \"New conversation\" fires in LiveAgent, your agent runs \"Create Task\" in Tallyfy." canonical: "https://apiant.ai/connect/liveagent-to-tallyfy" --- # Connect LiveAgent to Tallyfy When **New conversation** fires in [LiveAgent](https://apiant.ai/connections/liveagent), your agent runs **Create Task** in [Tallyfy](https://apiant.ai/connections/tallyfy). Describe the whole flow and it is built, tested on every scenario and kept running. LiveAgent **3** triggers LiveAgent **7** actions Tallyfy **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiveAgent and Tallyfy 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 LiveAgent can start in Tallyfy - When **New conversation** in LiveAgent then **Create Task** in Tallyfy - When **New Customer** in LiveAgent then **Update Task Properties** in Tallyfy 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 LiveAgent and Tallyfy ## Triggers and actions 3 triggers · 21 actions - Trigger **New conversation** Triggers when a new conversation (ticket, chat, call or message) is created in LiveAgent. - Trigger **New Customer** Triggers when a new customer (contact) is added in LiveAgent. - Trigger **New Customer (Experimental)** Triggers when a new customer (contact) is added in LiveAgent. - Action **Add customer group** Creates a new customer group in LiveAgent with a name and optional text and background colors. - Action **Add tag** Creates a new tag in LiveAgent that can be assigned to conversations. - Action **Get conversation** Returns a LiveAgent conversation (ticket) by its ID, code or public URL code, including status, owner, tags and custom field values. - Action **List conversation messages** Returns all message groups and their messages for a LiveAgent conversation, optionally limited to a date range. - Action **List conversations** Returns conversations (tickets, chats, calls) in LiveAgent, optionally filtered by owner, department, agent, status, channel, subject and dates. - Action **List customer groups** Returns every customer group defined in the LiveAgent account, with each group's id and name. - Action **List tags** Returns every tag defined in the LiveAgent account, with each tag's id and name. - Action **Add Comment** Adds a comment to a Tallyfy task. Comments support HTML formatting. - Action **Change Task Assignees** Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups. - Action **Change Task Deadline** Changes the deadline of a task inside a Tallyfy process. - Action **Complete Task** Marks a task inside a Tallyfy process as completed. - Action **Create Blueprint** - Action **Create Group** Create a new group for task assignment - Action **Create Guest** Create a new guest user (external participant) - Action **Create Task** Creates a standalone task. - Action **Find Process Task** Finds tasks in processes launched from a template, matching the given template step and search text. - Action **Get Member** Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found. - Action **Get Task** Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found. - Action **Invite Member** Invites a new member to your Tallyfy organization by email. - Action **Launch Process** Launches (starts) a new process in Tallyfy from a template. - Action **Update Task Properties** Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed. ## Each app on its own - [ **LiveAgent** LiveAgent is the only customer support app you will ever need.](https://apiant.ai/connections/liveagent) - [ **Tallyfy** Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.](https://apiant.ai/connections/tallyfy) Reviews ## What our customers say ## More from LiveAgent - [ **LiveAgent to World News Api** REST API for searching global news articles with entity extraction, sentiment analysis, and geolocation...](https://apiant.ai/connect/liveagent-to-world-news-api) - [ **LiveAgent to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liveagent-to-salesforce) - [ **LiveAgent to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liveagent-to-slack) - [ **LiveAgent to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liveagent-to-mailchimp) - [ **LiveAgent to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liveagent-to-stripe) - [ **LiveAgent to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/liveagent-to-shopify) ## More into Tallyfy - [ **HubSpot to Tallyfy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tallyfy) - [ **Salesforce to Tallyfy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tallyfy) - [ **Slack to Tallyfy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tallyfy) - [ **Google Sheets to Tallyfy** Google Sheets](https://apiant.ai/connect/google-sheets-to-tallyfy) - [ **Gmail to Tallyfy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tallyfy) - [ **Google Calendar to Tallyfy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tallyfy) Questions ## LiveAgent and Tallyfy, answered ### ### What can start an automation from LiveAgent? Any of LiveAgent's 3 triggers in the catalog, including New conversation, New Customer and New Customer (Experimental). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tallyfy when something happens in LiveAgent? Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tallyfy to LiveAgent? Tallyfy has no triggers in the catalog today, so automations start in LiveAgent. If you need the other direction, ask: your agent reads Tallyfy's API documentation and adds it. ### ### Do I have to build a connector for LiveAgent or Tallyfy? 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 LiveAgent and Tallyfy 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.