--- title: "Connect Nifty to Trustmary - APIANT.ai" description: "When \"New Doc\" fires in Nifty, your agent runs \"Create/Update Contact\" in Trustmary." canonical: "https://apiant.ai/connect/nifty-to-trustmary" --- # Connect Nifty to Trustmary When **New Doc** fires in [Nifty](https://apiant.ai/connections/nifty), your agent runs **Create/Update Contact** in [Trustmary](https://apiant.ai/connections/trustmary). Describe the whole flow and it is built, tested on every scenario and kept running. Nifty **11** triggers Nifty **17** actions Trustmary **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nifty and Trustmary 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 Nifty can start in Trustmary - When **New Doc** in Nifty then **Create/Update Contact** in Trustmary - When **New File** in Nifty then **List Contacts** in Trustmary 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 Nifty and Trustmary ## Triggers and actions 11 triggers · 29 actions - Trigger **New Doc** Triggers when a new doc is created. - Trigger **New File** Triggers when a new file is uploaded. - Trigger **New Message** Triggers when a new message is sent. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Portfolio** Triggers when a new portfolio is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Status** Triggers when a new status is created. - Trigger **New Subtask** Triggers when a new subtask is created. - Trigger **New Tag** Triggers when a new tag is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Is Completed** Triggers when a task is completed. - Action **Create Document** Creates a Nifty document in a project, optionally seeding its body from Markdown. - Action **Create File** creates a file record in a project from text content (or a URL), firing file.created. - Action **Create Milestone** Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project. - Action **Create Portfolio** Creates a portfolio (a team-level grouping of projects) in Nifty. - Action **Create Project** Creates a new project. - Action **Create Status** Creates a status column (Kanban column / list stage) in a Nifty project. - Action **Create Subtask** Creates a new subtask. - Action **Create Tag** Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more. - Action **Create Task** Creates a new task. - Action **Create Upload URL** Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File. - Action **Get Document** Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included. - Action **Get Message** Retrieve a single Nifty message (chat message or comment) by its ID. - Action **Get Milestone** Retrieve a single milestone by its id, including its custom-field values. - Action **Get Project** Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand. - Action **Get Status** Retrieve a single Nifty status column by its id. - Action **Get Tag** Retrieves a single tag (Nifty label) by id. - Action **Send Message** Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member. - Action **Add Custom field** Create a new custom field with type, code, label, options and entities. - Action **Add Review connection** Adds a new review connection so third-party reviews are imported into Trustmary, either from the review page URL or from a review service and its page ID. - Action **Create/Update Contact** Creates a Contact - Action **Delete Contact** Deletes a Trustmary contact identified by email address. - Action **Delete Custom field** Deletes a custom field from your Trustmary organization. - Action **Delete Review connection** Deletes a Trustmary review connection by its ID or slug. - Action **Get Custom field** Retrieves a single Trustmary custom field definition by its ID. - Action **Get Review connection** Retrieve a review connection by its ID or slug. - Action **List Contacts** List contacts, optionally filtered by email. - Action **List Review connections** Lists the review connections (connected review sources such as Google Maps) in your Trustmary organization, latest first. - Action **Update Custom field** Updates an existing Trustmary custom field definition. - Action **Update Review connection** Updates the slug and/or title of a Trustmary review connection, identified by its ID or slug. ## Each app on its own - [ **Nifty** Nifty helps you communicate with your team members and manage your projects — all in one place.](https://apiant.ai/connections/nifty) - [ **Trustmary** Trustmary helps you gather social proof and use it on your website to generate more leads.](https://apiant.ai/connections/trustmary) Reviews ## What our customers say ## More from Nifty - [ **Nifty to ZapCap** ZapCap is an AI-powered tool that generates captions for your videos.](https://apiant.ai/connect/nifty-to-zapcap) - [ **Nifty to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nifty-to-salesforce) - [ **Nifty to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nifty-to-slack) - [ **Nifty to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nifty-to-stripe) - [ **Nifty to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nifty-to-shopify) - [ **Nifty to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nifty-to-quickbooks-online) ## More into Trustmary - [ **HubSpot to Trustmary** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trustmary) - [ **Salesforce to Trustmary** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trustmary) - [ **Slack to Trustmary** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trustmary) - [ **Google Sheets to Trustmary** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trustmary) - [ **Gmail to Trustmary** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trustmary) - [ **Google Calendar to Trustmary** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trustmary) Questions ## Nifty and Trustmary, answered ### ### What can start an automation from Nifty? Any of Nifty's 11 triggers in the catalog, including New Doc, New File, New Message and New Milestone. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Trustmary when something happens in Nifty? Any of Trustmary's 12 actions, including Create/Update Contact, Update Custom field, Update Review connection and Add Custom field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trustmary to Nifty? Trustmary has no triggers in the catalog today, so automations start in Nifty. If you need the other direction, ask: your agent reads Trustmary's API documentation and adds it. ### ### Do I have to build a connector for Nifty or Trustmary? 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 Nifty and Trustmary 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.