Integration
Connect OwnerRez to Customer Fields
When New inquiry fires in OwnerRez, 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 OwnerRez 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 OwnerRez can start in Customer Fields
When New inquiry in OwnerRez
then Create 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 OwnerRez and Customer Fields
Triggers and actions 2 triggers · 23 actions
- New inquiry
Triggers when a new inquiry is received in OwnerRez.
- New payment
Triggers when a new payment is recorded on a booking in OwnerRez.
- Add guest
Creates a new guest in OwnerRez with their name, contact details and marketing preferences.
- Add message
Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.
- Add quote
Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.
- Add Tag
Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.
- Booking Lookup
Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.
- Create Guest Updated Webhook Subscription
Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.
- Delete guest
Removes a guest from your OwnerRez account.
- Guest Lookup
Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.
- List bookings
Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.
- List inquiries
Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.
- List payments
Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.
- List properties
Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.
- Modify Booking
Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.
- Property Lookup
Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.
- Remove Tag
Removes a tag, by name, from an OwnerRez booking, guest, property or other record.
- Update guest
Updates an existing guest in OwnerRez, changing only the details you fill in.
- Create Customer
Creates a new customer in Customer Fields and Shopify, including any custom data columns defined on the account.
- Find a Customer
Returns the customers whose email address matches the one you specify, including their custom data column values.
- List data columns
Returns every data column defined in the Customer Fields account, including built-in customer fields and the merchant's custom columns.
- List forms
Returns the account's non-archived Customer Fields forms, with each form's id and name.
- List segments
Returns the customer segments in the Customer Fields account, including whether each one can be subscribed to by a webhook.
- 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.
- Update Customer
Updates 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 OwnerRez
OwnerRez to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
OwnerRez to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
OwnerRez to StripeStripe is a payment processing platform for online businesses.
OwnerRez to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
OwnerRez to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
OwnerRez 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.
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
OwnerRez and Customer Fields, answered
What can start an automation from OwnerRez?
Any of OwnerRez's 2 triggers in the catalog, including New inquiry and New payment. 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 OwnerRez?
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 OwnerRez?
Customer Fields has no triggers in the catalog today, so automations start in OwnerRez. 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 OwnerRez 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 OwnerRez 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.