Integration
Connect Mendato to Customer Fields
When New Employee fires in Mendato, your agent runs Create Customer in Customer Fields. 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 Mendato and Customer Fields 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)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 Mendato can start in Customer Fields
When New Employee in Mendato
then Create Customer in Customer Fields
When New Subcontractor in Mendato
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 Mendato and Customer Fields
Triggers and actions 2 triggers · 32 actions
Trigger
New EmployeeTriggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.
Trigger
New SubcontractorTriggers when a new subcontractor is added in Mendato.
Action
Add employeeCreates a new employee in Mendato.
Action
Add materialGraphQL mutation createMaterial.
Action
Add objectGraphQL mutation createObject (cleaning object/property).
Action
Add orderCreates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.
Action
Add prospectCreates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.
Action
Add quoteGraphQL mutation createQuote.
Action
Add supplierGraphQL mutation createSupplier.
Action
Add ticketCreates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.
Action
Add time recordCreates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.
Action
Create Credit NoteCreates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.
Action
Create CustomerCreates a new customer (person or company) in Mendato with address, contact and billing details.
Action
Create EstimateCreates a new estimate
Action
Create InvoiceCreates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.
Action
Create SubcontractorCreates a new subcontractor
Action
Find CustomerReturns up to 100 customers whose number, name, email address or contact person matches the search text.
Action
Find employees by criteriaReturns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.
Action
Find invoices by criteriaReturns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.
Action
Find SubcontractorReturns up to 100 subcontractors whose number, name or other details match the search text.
Action
Get customerReturns a single customer by id, including contact details, address, email addresses, tax details, note and tags.
Action
Get orderReturns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.
Action
Get prospectReturns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.
Action
Get QuoteReturns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.
Action
Get SupplierReturns a single supplier (Lieferant) by its id, with name, address, contact and tax details.
Action
Get time recordReturns a single time record by its id, including its date, start and end times, breaks, employee and object.
Action
Update customerUpdates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.
Action
Create CustomerCreates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account.
Action
Find a CustomerReturns the customers whose email address matches the one you specify, including their custom data column values.
Action
List data columnsReturns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns.
Action
List formsReturns the account's non-archived Customer Fields forms, with each form's id and name.
Action
List segmentsReturns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook.
Action
Send Account InviteSends 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 CustomerUpdates an existing customer in Customer Fields and Shopify, including custom data column values, and returns the updated customer.
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 Mendato
Mendato to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Mendato to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Mendato to StripeStripe is a payment processing platform for online businesses.
Mendato to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Mendato to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Mendato to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Customer Fields
HubSpot to Customer FieldsHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Customer FieldsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Customer FieldsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Customer FieldsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Customer FieldsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Customer FieldsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Mendato and Customer Fields, answered
What can start an automation from Mendato?
Any of Mendato's 2 triggers in the catalog, including New Employee and New Subcontractor. 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 Mendato?
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 Mendato?
Customer Fields has no triggers in the catalog today, so automations start in Mendato. 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 Mendato 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 Mendato 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.