--- title: "Connect WeTravel to Customer Fields - APIANT.ai" description: "When \"Lead Updated\" fires in WeTravel, your agent runs \"Create Customer\" in Customer Fields." canonical: "https://apiant.ai/connect/wetravel-to-customer-fields" --- # Connect WeTravel to Customer Fields When **Lead Updated** fires in [WeTravel](https://apiant.ai/connections/wetravel), 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. WeTravel **3** triggers WeTravel **10** 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 WeTravel 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 WeTravel can start in Customer Fields - When **Lead Updated** in WeTravel then **Create Customer** in Customer Fields - When **New Lead** in WeTravel 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 WeTravel and Customer Fields ## Triggers and actions 3 triggers · 17 actions - Trigger **Lead Updated** Triggers when a WeTravel lead is created or updated (for example, when the person requests again or books). - Trigger **New Lead** Triggers when a new lead is captured for one of your WeTravel trips. - Trigger **Transaction Updated** Triggers when a WeTravel transaction is created or updated, such as a payment, refund or payout changing status. - Action **Add payment link** Creates a WeTravel payment link for a trip with its dates, currency, fee handling and price, optionally with a deposit and installment payment plan. - Action **Add trip** Creates a draft trip in WeTravel, which can then be built out and published. - Action **Get order** Returns a single trip order (booking), including amounts paid and due, packages and add-ons, participants and installments. - Action **Get payment link** Returns a WeTravel payment link by its UUID, including its trip and pricing details. - Action **List leads** Returns the leads (trip inquiries) in your WeTravel account, optionally filtered by trip, booking status, lead type and request date. - Action **List orders** Returns the orders (bookings) placed on a trip, with amounts paid and due, buyer and booked packages. - Action **List transactions** Returns the transactions (payments and refunds) on your WeTravel account, optionally filtered. - Action **List trips** Returns all trips in your WeTravel account, with their titles, destinations, dates and listing status. - Action **Publish trip** Publishes a draft trip so its booking page goes live on WeTravel, and returns the published trip. - Action **Update trip** Updates an existing draft trip's details, such as title, dates, group size, pricing currency and booking settings. Only the fields you fill in are changed. - 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 - [ **WeTravel** WeTravel is an all-in-one operating system for multi-day travel businesses—build itineraries, manage...](https://apiant.ai/connections/wetravel) - [ **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 WeTravel - [ **WeTravel to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wetravel-to-zoom) - [ **WeTravel 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/wetravel-to-wix) - [ **WeTravel to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wetravel-to-linkedin) - [ **WeTravel to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wetravel-to-facebook) - [ **WeTravel to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wetravel-to-anthropic) - [ **WeTravel to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wetravel-to-supabase) ## 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 ## WeTravel and Customer Fields, answered ### ### What can start an automation from WeTravel? Any of WeTravel's 3 triggers in the catalog, including Lead Updated, New Lead and Transaction Updated. 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 WeTravel? 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 WeTravel? Customer Fields has no triggers in the catalog today, so automations start in WeTravel. 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 WeTravel 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 WeTravel 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.