--- title: "Connect Readwise to Customer Fields - APIANT.ai" description: "When \"Any Document Created (Readwise Reader)\" fires in Readwise, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/readwise-to-customer-fields" --- # Connect Readwise to Customer Fields When **Any Document Created (Readwise Reader)** fires in [Readwise](https://apiant.ai/connections/readwise), 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. Readwise **11** triggers Readwise **2** 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 Readwise 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 Readwise can start in Customer Fields - When **Any Document Created (Readwise Reader)** in Readwise then **Create Customer** in Customer Fields - When **Document Moved to Inbox (Readwise Reader)** in Readwise 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 Readwise and Customer Fields ## Triggers and actions 11 triggers · 9 actions - Trigger **Any Document Created (Readwise Reader)** Triggers when a new Document is created in Reader. - Trigger **Document Archived (Readwise Reader)** Triggers when user archive Reader document. - Trigger **Document Finished (Readwise Reader)** Triggers when user finishes reading the document in Reader (reaches 99% article done). - Trigger **Document Moved to Inbox (Readwise Reader)** Triggers when user moves document to inbox. - Trigger **Document Moved to Later (Readwise Reader)** Triggers when user moves Reader document to later section. - Trigger **Document Shortlisted (Readwise Reader)** Triggers when user shortlists a document in Reader. - Trigger **Document Tags Updated (Readwise Reader)** Triggers when user updates tags in a Reader document. - Trigger **Feed Document Created (Readwise Reader)** Triggers when a new (feed) Document is created in Reader. - Trigger **Highlight Created (Readwise)** Triggers when a new highlight has been created in Readwise. - Trigger **Highlight Tag Created (Readwise)** Triggers when user added a tag to a highlight. - Trigger **Non Feed Document Created (Readwise Reader)** Triggers when a new (non feed) Document is created in Reader. - Action **Add Document (Readwise Reader)** Add Document to Reader - Action **Create Highlight (Readwise)** Create a new highlight in Readwise. - 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 - [ **Readwise** Readwise is a tool that makes it easy to revisit and learn from your ebook & article highlights.](https://apiant.ai/connections/readwise) - [ **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 Readwise - [ **Readwise to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/readwise-to-salesforce) - [ **Readwise to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/readwise-to-slack) - [ **Readwise to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/readwise-to-stripe) - [ **Readwise to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/readwise-to-trello) - [ **Readwise to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/readwise-to-zoom) - [ **Readwise to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/readwise-to-twilio) ## 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 ## Readwise and Customer Fields, answered ### ### What can start an automation from Readwise? Any of Readwise's 11 triggers in the catalog, including Any Document Created (Readwise Reader), Document Moved to Inbox (Readwise Reader), Document Moved to Later (Readwise Reader) and Document Tags Updated (Readwise Reader). 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 Readwise? 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 Readwise? Customer Fields has no triggers in the catalog today, so automations start in Readwise. 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 Readwise 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 Readwise 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.