--- title: "Connect Waitwhile and WhatConverts - APIANT.ai" description: "When \"New customer\" fires in Waitwhile, your agent runs \"Create Lead\" in WhatConverts, or \"New Lead\" in WhatConverts to \"Add customer note\" in Waitwhile." canonical: "https://apiant.ai/connect/waitwhile-to-whatconverts" --- # Connect Waitwhile and WhatConverts When **New customer** fires in [Waitwhile](https://apiant.ai/connections/waitwhile), your agent runs **Create Lead** in [WhatConverts](https://apiant.ai/connections/whatconverts), or **New Lead** in WhatConverts to **Add customer note** in Waitwhile. Describe the whole flow and it is built, tested on every scenario and kept running. Waitwhile **1** trigger Waitwhile **19** actions WhatConverts **2** triggers WhatConverts **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Waitwhile and WhatConverts 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 Waitwhile and WhatConverts can do together ### From Waitwhile to WhatConverts - When **New customer** in Waitwhile then **Create Lead** in WhatConverts - When **New customer** in Waitwhile then **Update Lead** in WhatConverts ### From WhatConverts to Waitwhile - When **New Lead** in WhatConverts then **Add customer note** in Waitwhile - When **Updated Lead** in WhatConverts then **Create Customer** in Waitwhile 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 Waitwhile and WhatConverts ## Triggers and actions 3 triggers · 33 actions - Trigger **New customer** Triggered when a new customer is created in Waitwhile. - Action **Add customer note** Adds a note entry to a Waitwhile customer, optionally tied to a location or visit. - Action **Add location** Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record. - Action **Add resource** Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource. - Action **Add service** Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created. - Action **Create Customer** Creates a customer in Waitwhile from their name and contact details, and returns the new customer record. - Action **Create or Update a Visit** Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit. - Action **Delete a Visit** Deletes a visit by its ID. - Action **Delete customer** Deletes a Waitwhile customer by ID. - Action **Fetch Customer** Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata. - Action **Fetch Location** Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name. - Action **Fetch Resource** Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services. - Action **Fetch Service** Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations. - Action **Fetch Visit** Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields. - Action **Find User** Returns up to 100 Waitwhile users whose email address starts with the text you provide. - Action **Find visits by criteria** Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range. - Action **List booking slots** Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot. - Action **Search for Customer** Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range. - Action **Search for User** Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users. - Action **Update customer** Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer. - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. ## Each app on its own - [ **Waitwhile** Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a...](https://apiant.ai/connections/waitwhile) - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) Reviews ## What our customers say ## More from Waitwhile - [ **Waitwhile to Galileo** Galileo is a tool that turns text into beautiful UI designs instantly with Galileo AI—fast, smart, and ready...](https://apiant.ai/connect/waitwhile-to-galileo) - [ **Waitwhile to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/waitwhile-to-zoom) - [ **Waitwhile to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/waitwhile-to-webflow) - [ **Waitwhile to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/waitwhile-to-wix) - [ **Waitwhile to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/waitwhile-to-linkedin) - [ **Waitwhile to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/waitwhile-to-facebook) ## More into WhatConverts - [ **HubSpot to WhatConverts** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whatconverts) - [ **Salesforce to WhatConverts** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whatconverts) - [ **Slack to WhatConverts** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whatconverts) - [ **Google Sheets to WhatConverts** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whatconverts) - [ **Gmail to WhatConverts** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whatconverts) - [ **Google Calendar to WhatConverts** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whatconverts) Questions ## Waitwhile and WhatConverts, answered ### ### What can start an automation from Waitwhile? Any of Waitwhile's 1 trigger in the catalog, including New customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WhatConverts when something happens in Waitwhile? Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhatConverts to Waitwhile? Yes. When something happens in WhatConverts, your agent can act in Waitwhile too. This page covers both directions: WhatConverts's triggers and Waitwhile's actions are listed here as well. ### ### Do I have to build a connector for Waitwhile or WhatConverts? 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 Waitwhile and WhatConverts 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.