--- title: "Connect SkedPal to Customerly - APIANT.ai" description: "When \"New Completed Task\" fires in SkedPal, your agent runs \"Create/Update Lead\" in Customerly." canonical: "https://apiant.ai/connect/skedpal-to-customerly" --- # Connect SkedPal to Customerly When **New Completed Task** fires in [SkedPal](https://apiant.ai/connections/skedpal), your agent runs **Create/Update Lead** in [Customerly](https://apiant.ai/connections/customerly). Describe the whole flow and it is built, tested on every scenario and kept running. SkedPal **3** triggers SkedPal **6** actions Customerly **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SkedPal and Customerly 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 SkedPal can start in Customerly - When **New Completed Task** in SkedPal then **Create/Update Lead** in Customerly - When **New Task** in SkedPal then **Convert lead to user** in Customerly 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 SkedPal and Customerly ## Triggers and actions 3 triggers · 14 actions - Trigger **Favorite Tasks** Triggers when a task is marked as a favorite in SkedPal. - Trigger **New Completed Task** Triggers when a SkedPal task is marked complete. - Trigger **New Task** Triggers when a new task is added in SkedPal. - Action **Find Task by Name** Finds SkedPal tasks whose name exactly matches the given text. - Action **Get calendar account** Returns one connected calendar account (Google, Office 365, Exchange or iCloud) by its id, including its type, username and sync configuration. - Action **List calendar accounts** Returns every calendar account connected to the SkedPal user, including its provider type, username and sync details. - Action **List calendars** Returns the calendars belonging to a connected calendar account in SkedPal. - Action **Sync calendar account** Starts a sync of a connected SkedPal calendar account and returns whether the sync succeeded. - Action **Update Schedule** Asks SkedPal to recalculate the schedule for the connected user, and returns SkedPal's scheduling result. - Action **Add conversation** Open a new conversation from a user to a teammate. - Action **Add User Tag** Attach a tag to an existing user or lead. - Action **Convert lead to user** Promotes an existing Customerly lead to a user (creates a user if no contact matches the identifiers). - Action **Create/Update Lead** Creates or updates a lead. - Action **Create/Update User** Creates or updates a new user. - Action **Get Contact** Get a single contact (lead or user) by Customerly contact ID, returning its email, role, custom_contact_id, whatsapp_number, attributes and tags. - Action **Get Conversation** Returns a single Customerly conversation by its conversation ID, including contact, status, channel and last message. - Action **Unsubscribe contacts** Unsubscribe contacts (bulk) via API. ## Each app on its own - [ **SkedPal** SkedPal is a smart calendar app that schedules your to-do's based on your commitments and preferences.](https://apiant.ai/connections/skedpal) - [ **Customerly** Boost your customer engagement. The fully integrated tool your online business needs to scale up and...](https://apiant.ai/connections/customerly) Reviews ## What our customers say ## More from SkedPal - [ **SkedPal to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/skedpal-to-slack) - [ **SkedPal to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/skedpal-to-stripe) - [ **SkedPal to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/skedpal-to-trello) - [ **SkedPal to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/skedpal-to-zoom) - [ **SkedPal to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/skedpal-to-twilio) - [ **SkedPal to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/skedpal-to-typeform) ## More into Customerly - [ **HubSpot to Customerly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-customerly) - [ **Salesforce to Customerly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-customerly) - [ **Slack to Customerly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-customerly) - [ **Google Sheets to Customerly** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-customerly) - [ **Gmail to Customerly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-customerly) - [ **Google Calendar to Customerly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-customerly) Questions ## SkedPal and Customerly, answered ### ### What can start an automation from SkedPal? Any of SkedPal's 3 triggers in the catalog, including New Completed Task, New Task and Favorite Tasks. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Customerly when something happens in SkedPal? Any of Customerly's 8 actions, including Create/Update Lead, Create/Update User, Add conversation and Add User Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Customerly to SkedPal? Customerly has no triggers in the catalog today, so automations start in SkedPal. If you need the other direction, ask: your agent reads Customerly's API documentation and adds it. ### ### Do I have to build a connector for SkedPal or Customerly? 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 SkedPal and Customerly 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.