--- title: "Connect Orderry to Customer Fields - APIANT.ai" description: "When \"Ad Campaigns\" fires in Orderry, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/orderry-to-customer-fields" --- # Connect Orderry to Customer Fields When **Ad Campaigns** fires in [Orderry](https://apiant.ai/connections/orderry), 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. Orderry **6** triggers Orderry **29** 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 Orderry 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 Orderry can start in Customer Fields - When **Ad Campaigns** in Orderry then **Create Customer** in Customer Fields - When **Clients List** in Orderry 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 Orderry and Customer Fields ## Triggers and actions 6 triggers · 36 actions - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in Orderry. - Trigger **Clients List** Triggers when a new client is added in Orderry. - Trigger **Employees List** Triggers when a new employee is added to the Orderry account. - Trigger **Lead Types** Triggers when a new lead type is added to your Orderry account. - Trigger **Locations** Triggers when a new location (branch) is added to the Orderry account. - Trigger **Order Custom Fields** Triggers when a new custom field is defined for orders in Orderry. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Order Comment** Adds a comment to an order in Orderry, optionally marked as private. - Action **Add Task Comment** Adds a comment to an existing task in Orderry, optionally marked as private. - Action **Changing Order Status** Changes the status of an Orderry order, optionally with a comment explaining the change. - Action **Create a Client** Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values. - Action **Create a Lead** Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details. - Action **Create an Order** Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee. - Action **Create an Order Item** Adds a product or service line item to an existing Orderry order. - Action **Create an Order or Estimate** Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values. - Action **Create a Payment** Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale. - Action **Create Booking** Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window. - Action **Create Product** Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details. - Action **Create Service** Creates a new service in your Orderry service catalog. - Action **Create Task** Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Service** Finds catalog services by name, barcode or category and returns the matching services. - Action **Get Assets** Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner. - Action **Get Client by ID** Returns a single client record, including its contact details and custom field values, by its ID. - Action **Get Estimate** Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included. - Action **Get Estimate by Id** Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included. - Action **Get Lead** Returns a single lead by its ID, including contact details, status and custom field values. - Action **Get Orders** Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges. - Action **Get Task** Returns a single task by its ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records. - Action **Update an Order Item** Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee. - Action **Update an Order or Estimate** Updates an existing order estimate in Orderry, changing only the fields you fill in. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking. - Action **Update Client** Updates an existing client (person) in Orderry. Only the fields you fill in are changed. - Action **Update Product** Updates an existing product in the Orderry catalog. Only the fields you fill in are 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 - [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry) - [ **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 Orderry - [ **Orderry to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/orderry-to-salesforce) - [ **Orderry to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/orderry-to-slack) - [ **Orderry to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/orderry-to-stripe) - [ **Orderry to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/orderry-to-shopify) - [ **Orderry to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/orderry-to-quickbooks-online) - [ **Orderry to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/orderry-to-pipedrive) ## 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 ## Orderry and Customer Fields, answered ### ### What can start an automation from Orderry? Any of Orderry's 6 triggers in the catalog, including Ad Campaigns, Clients List, Employees List and Lead Types. 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 Orderry? 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 Orderry? Customer Fields has no triggers in the catalog today, so automations start in Orderry. 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 Orderry 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 Orderry 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.