--- title: "Connect Luxury Presence to Customer Fields - APIANT.ai" description: "When \"New Agent\" fires in Luxury Presence, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/luxury-presence-to-customer-fields" --- # Connect Luxury Presence to Customer Fields When **New Agent** fires in [Luxury Presence](https://apiant.ai/connections/luxury-presence), your agent runs **Create Customer** in [Customer Fields](https://apiant.ai/connections/customer-fields). Describe the whole flow and it is built, tested on every scenario and kept running. Luxury Presence **3** triggers Luxury Presence **24** actions Customer Fields **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Luxury Presence and Customer Fields 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 Luxury Presence can start in Customer Fields - When **New Agent** in Luxury Presence then **Create Customer** in Customer Fields - When **New Office** in Luxury Presence then **Update Customer** in Customer Fields 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 Luxury Presence and Customer Fields ## Triggers and actions 3 triggers · 31 actions - Trigger **New Agent** Triggers when a new agent is added to your Luxury Presence account. - Trigger **New Office** Triggers when a new office is created in your Luxury Presence account. - Trigger **New Team** Triggers when a new team is created in your Luxury Presence account. - Action **Add Agents to Office** Adds one or more agents to an existing office. - Action **Create Agent** Creates a new agent profile on your Luxury Presence website and returns the created agent. - Action **Create Agents (Bulk)** Creates several agents on your Luxury Presence site in one call and returns the created agents. - Action **Create Office** Creates a new office on your Luxury Presence website and returns the created office. - Action **Create Offices (Bulk)** Creates several offices in Luxury Presence in one call and returns the new office records. - Action **Create Team** Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team. - Action **Create Teams (Bulk)** Creates several teams at once in your Luxury Presence account and returns the created teams. - Action **Delete Agent Social Link** Removes one social link (such as Facebook or Instagram) from an agent's profile. - Action **Delete Office** Deletes an office from your Luxury Presence account. - Action **Delete Offices (Bulk)** Deletes several offices at once by their ids. - Action **Delete Team** Deletes an existing team from your Luxury Presence account. - Action **Delete Teams (Bulk)** Deletes several teams at once by their IDs. - Action **Get Agent** Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations. - Action **Get Media** Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs. - Action **Get Office** Returns a single office by its id, including its address, office hours, media and SEO details. - Action **Get Team** Returns a single team by its ID, including its name, contact details, bio, address and tags. - Action **List Agents** Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails. - Action **List Offices** Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs. - Action **List Teams** Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID. - Action **Remove Agents from Office** Removes one or more agents from an office in Luxury Presence. - Action **Remove Agents from Team** Removes one or more agents from a team in Luxury Presence. - Action **Update Agent** Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed. - Action **Update Office** Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed. - Action **Update Team** Updates an existing team's name, contact details, address, bio, SEO and website settings. Fields left blank are not changed. - Action **Create Customer** Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account. - Action **Find a Customer** Returns the customers whose email address matches the one you specify, including their custom data column values. - Action **List data columns** Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns. - Action **List forms** Returns the account's non-archived Customer Fields forms, with each form's id and name. - Action **List segments** Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook. - Action **Send Account Invite** Sends an account invite email to a customer so they can activate their store account. The customer must have a Shopify id and must not already have an enabled account. - Action **Update Customer** Updates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer. ## Each app on its own - [ **Luxury Presence** Luxury Presence is a software company designed for real estate agents.](https://apiant.ai/connections/luxury-presence) - [ **Customer Fields** Customer Fields provides a way to collect and store custom data for Shopify customers](https://apiant.ai/connections/customer-fields) Reviews ## What our customers say ## More from Luxury Presence - [ **Luxury Presence to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/luxury-presence-to-salesforce) - [ **Luxury Presence to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/luxury-presence-to-slack) - [ **Luxury Presence to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/luxury-presence-to-mailchimp) - [ **Luxury Presence to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/luxury-presence-to-stripe) - [ **Luxury Presence to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/luxury-presence-to-shopify) - [ **Luxury Presence to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/luxury-presence-to-quickbooks-online) ## More into Customer Fields - [ **HubSpot to Customer Fields** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customer-fields) - [ **Salesforce to Customer Fields** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customer-fields) - [ **Slack to Customer Fields** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customer-fields) - [ **Google Sheets to Customer Fields** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customer-fields) - [ **Gmail to Customer Fields** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customer-fields) - [ **Google Calendar to Customer Fields** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customer-fields) Questions ## Luxury Presence and Customer Fields, answered ### ### What can start an automation from Luxury Presence? Any of Luxury Presence's 3 triggers in the catalog, including New Agent, New Office and New Team. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customer Fields when something happens in Luxury Presence? Any of Customer Fields's 7 actions, including Create Customer, Send Account Invite, Update Customer and Find a Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customer Fields to Luxury Presence? Customer Fields has no triggers in the catalog today, so automations start in Luxury Presence. If you need the other direction, ask: your agent reads Customer Fields's API documentation and adds it. ### ### Do I have to build a connector for Luxury Presence or Customer Fields? 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 Luxury Presence and Customer Fields 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.