--- title: "Connect Nimbata to Customerly - APIANT.ai" description: "When \"New form submission\" fires in Nimbata, your agent runs \"Create/Update Lead\" in Customerly." canonical: "https://apiant.ai/connect/nimbata-to-customerly" --- # Connect Nimbata to Customerly When **New form submission** fires in [Nimbata](https://apiant.ai/connections/nimbata), your agent runs **Create/Update Lead** in [Customerly](https://apiant.ai/connections/customerly). Describe the whole flow and it is built, tested on every scenario and kept running. Nimbata **1** trigger Nimbata **10** actions Customerly **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nimbata and Customerly 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 Nimbata can start in Customerly - When **New form submission** in Nimbata then **Create/Update Lead** in Customerly - When **New form submission** in Nimbata then **Convert lead to user** in Customerly 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 Nimbata and Customerly ## Triggers and actions 1 trigger · 18 actions - Trigger **New form submission** Triggers when a new form submission is received in a Nimbata project. - Action **Add tag** Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions. - Action **Add tags to call** Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change. - Action **Get call** Returns an inbound call's details, including its attribution, call-flow information and custom field values. - Action **Get lead** Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead. - Action **Get tracking number** Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source. - Action **List calls** Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign. - Action **List form submissions** Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value. - Action **List leads** Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address. - Action **List SMS messages** Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number. - Action **List tracking numbers** Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search. - Action **Add conversation** Open a new conversation from a user to a teammate. - Action **Add User Tag** Attach a tag to an existing user or lead. - Action **Convert lead to user** Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers). - Action **Create/Update Lead** Creates or updates a lead. - Action **Create/Update User** Creates or updates a new user. - Action **Get Contact** Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags. - Action **Get Conversation** Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message. - Action **Unsubscribe contacts** Unsubscribe contacts (bulk) via API. ## Each app on its own - [ **Nimbata** Nimbata is a call tracking platform that lets you attribute phone calls back to keyword searches, web pages...](https://apiant.ai/connections/nimbata) - [ **Customerly** Boost your customer engagement. The fully integrated tool your online business needs to scale up and...](https://apiant.ai/connections/customerly) Reviews ## What our customers say ## More from Nimbata - [ **Nimbata to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nimbata-to-salesforce) - [ **Nimbata to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nimbata-to-slack) - [ **Nimbata to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nimbata-to-stripe) - [ **Nimbata to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nimbata-to-shopify) - [ **Nimbata to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nimbata-to-quickbooks-online) - [ **Nimbata to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nimbata-to-pipedrive) ## More into Customerly - [ **HubSpot to Customerly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customerly) - [ **Salesforce to Customerly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customerly) - [ **Slack to Customerly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customerly) - [ **Google Sheets to Customerly** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customerly) - [ **Gmail to Customerly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customerly) - [ **Google Calendar to Customerly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customerly) Questions ## Nimbata and Customerly, answered ### ### What can start an automation from Nimbata? Any of Nimbata's 1 trigger in the catalog, including New form submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customerly when something happens in Nimbata? Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customerly to Nimbata? Customerly has no triggers in the catalog today, so automations start in Nimbata. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it. ### ### Do I have to build a connector for Nimbata or Customerly? 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 Nimbata and Customerly 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.