--- title: "Connect Recruitee to Customer Fields - APIANT.ai" description: "When \"New Task\" fires in Recruitee, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/recruitee-to-customer-fields" --- # Connect Recruitee to Customer Fields When **New Task** fires in [Recruitee](https://apiant.ai/connections/recruitee), 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. Recruitee **1** trigger Recruitee **24** 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 Recruitee 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 Recruitee can start in Customer Fields - When **New Task** in Recruitee then **Create Customer** in Customer Fields - When **New Task** in Recruitee 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 Recruitee and Customer Fields ## Triggers and actions 1 trigger · 31 actions - Trigger **New Task** Triggered when a new task is created in your Recruitee company. - Action **Add Note to Candidate** Adds a note to a candidate's profile in Recruitee. - Action **Add Note to Job Opening/Talent Pool** Adds a note to a job opening or a talent pool. - Action **Add Tags to Candidate** Adds tags to a candidate. - Action **Assign Candidate to Job Opening/Talent Pool** Assigns a candidate to a job opening or talent pool. - Action **Create Candidate** Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools. - Action **Create Job Opening** Creates a new job opening in Recruitee. - Action **Create Talent Pool** Creates a talent pool in Recruitee. - Action **Create Task** Creates a task. - Action **Delete candidate** Permanently deletes a candidate from your Recruitee company. - Action **Delete job opening** Permanently deletes a job opening (offer) and its applications in Recruitee. - Action **Find Candidate** Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text. - Action **Find Candidate Stage** Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to. - Action **Find Job Opening** Returns the job openings whose title contains the specified text. - Action **Find Talent Pool** Finds talent pools whose name contains the search text. - Action **Find Task** Finds tasks in the company whose title contains the given text. - Action **Get candidate** Fetches a candidate by ID. An error occurs if the candidate is not found. - Action **Get job opening** Retrieves a single job opening from Recruitee by its id or slug. - Action **List departments** Lists every department set up in your Recruitee company. - Action **List Job Opening/Talent Pool Notes** Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps. - Action **List locations** List all locations. - Action **Proceed Candidate** Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools. - Action **Update Candidate** Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed. - Action **Update job opening** Updates an existing Recruitee job opening. Only the fields you fill in are changed. - Action **Update Task** Updates a task. - 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 - [ **Recruitee** Recruitee is an all-in-one hiring platform for teams of all sizes, that includes employer branding, job...](https://apiant.ai/connections/recruitee) - [ **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 Recruitee - [ **Recruitee to IPInfo** The trusted source for IP address data that provides information about geolocation, ASN, company details...](https://apiant.ai/connect/recruitee-to-ipinfo) - [ **Recruitee to SQL Server** Connect directly to a Microsoft SQL Server database and run SQL statements from your automations.](https://apiant.ai/connect/recruitee-to-sql-server) - [ **Recruitee to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/recruitee-to-salesforce) - [ **Recruitee to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/recruitee-to-slack) - [ **Recruitee to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/recruitee-to-stripe) - [ **Recruitee to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/recruitee-to-shopify) ## 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 ## Recruitee and Customer Fields, answered ### ### What can start an automation from Recruitee? Any of Recruitee's 1 trigger in the catalog, including New Task. 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 Recruitee? 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 Recruitee? Customer Fields has no triggers in the catalog today, so automations start in Recruitee. 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 Recruitee 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 Recruitee 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.