--- title: "Connect Pelcro to Easybizy - APIANT.ai" description: "When \"Customer Created\" fires in Pelcro, your agent runs \"Add customer\" in Easybizy." canonical: "https://apiant.ai/connect/pelcro-to-easybizy" --- # Connect Pelcro to Easybizy When **Customer Created** fires in [Pelcro](https://apiant.ai/connections/pelcro), your agent runs **Add customer** in [Easybizy](https://apiant.ai/connections/easybizy). Describe the whole flow and it is built, tested on every scenario and kept running. Pelcro **5** triggers Pelcro **12** actions Easybizy **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pelcro and Easybizy 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 Pelcro can start in Easybizy - When **Customer Created** in Pelcro then **Add customer** in Easybizy - When **Customer Updated** in Pelcro then **Update customer** in Easybizy 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 Pelcro and Easybizy ## Triggers and actions 5 triggers · 31 actions - Trigger **Customer Created** Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it. - Trigger **Customer Updated** Triggers when a customer is updated in Pelcro. - Trigger **Newsletter Created** Triggers when a new newsletter subscription is created in Pelcro. - Trigger **Newsletter Updated** Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent. - Trigger **Subscription Created** Triggers when a new subscription is created in Pelcro. - Action **Add address** Creates a new shipping, billing or primary address for a Pelcro customer. - Action **Add coupon** Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off. - Action **Create Customer** Creates a new customer on your Pelcro site. - Action **Create Newsletter** Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details. - Action **Create Plan** Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior. - Action **Create Product** Creates a product in your Pelcro site. Plans and their prices are added under a product. - Action **Create Subscription** Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details. - Action **Get coupon** Returns a single coupon by id, including its code, discount, duration, redemption count and expiration. - Action **Get newsletter** Returns a single newsletter subscriber by id, including their email, name, lists and consent details. - Action **List newsletters** Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address. - Action **Update customer** Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged. - Action **Update Newsletter** Updates an existing newsletter subscriber's email, signup source, name, lists and consent details. - Action **Add activity to customer** Adds an activity note to a customer in Easybizy, shown in the app like a note added there. - Action **Add appointment** Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created. - Action **Add catalog item** Creates a new catalog item in Easybizy — either a service or a product — and returns the created item. - Action **Add customer** Creates a new customer in Easybizy with their contact details, tags and marketing consent. - Action **Create Lead** Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id. - Action **Delete customer** Deletes (deactivates) a customer in Easybizy by its id. - Action **Delete lead** Deletes (deactivates) an existing lead in Easybizy. - Action **Get catalog item** Returns one catalog item (a product or a service) by its type and id. - Action **Get customer** Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance. - Action **Get invoice** Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer. - Action **Get lead** Returns a single Easybizy lead by its id, including contact details, status and tags. - Action **List appointments** Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings. - Action **List catalog items** Returns the business's catalog items (products and services), optionally filtered by type or a search term. - Action **List customers** Returns the business's customers, optionally filtered, searched and sorted. - Action **List leads** Returns leads in your Easybizy account, optionally filtered, searched and sorted. - Action **Send WhatsApp message** Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed. - Action **Update customer** Updates only the fields you provide on an existing Easybizy customer. - Action **Update lead** Updates only the fields you provide on an existing Easybizy lead. ## Each app on its own - [ **Pelcro** Pelcro is a subscription and membership management platform](https://apiant.ai/connections/pelcro) - [ **Easybizy** Easybizy is a system to manage appointments, patient records, billing and payments, automated reminders, and...](https://apiant.ai/connections/easybizy) Reviews ## What our customers say ## More from Pelcro - [ **Pelcro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pelcro-to-salesforce) - [ **Pelcro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pelcro-to-slack) - [ **Pelcro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pelcro-to-stripe) - [ **Pelcro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pelcro-to-shopify) - [ **Pelcro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pelcro-to-quickbooks-online) - [ **Pelcro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pelcro-to-pipedrive) ## More into Easybizy - [ **HubSpot to Easybizy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easybizy) - [ **Salesforce to Easybizy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easybizy) - [ **Slack to Easybizy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easybizy) - [ **Google Sheets to Easybizy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easybizy) - [ **Gmail to Easybizy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easybizy) - [ **Google Calendar to Easybizy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easybizy) Questions ## Pelcro and Easybizy, answered ### ### What can start an automation from Pelcro? Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Easybizy when something happens in Pelcro? Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easybizy to Pelcro? Easybizy has no triggers in the catalog today, so automations start in Pelcro. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it. ### ### Do I have to build a connector for Pelcro or Easybizy? 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 Pelcro and Easybizy 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.