--- title: "Connect 5pm and Dotdigital - APIANT.ai" description: "When \"New Progress\" fires in 5pm, your agent runs \"Create Contact Data Field\" in Dotdigital." canonical: "https://apiant.ai/connect/5pm-to-dotdigital" --- # Connect 5pm and Dotdigital When **New Progress** fires in [5pm](https://apiant.ai/connections/5pm), your agent runs **Create Contact Data Field** in [Dotdigital](https://apiant.ai/connections/dotdigital), or **Contact Created** in Dotdigital to **Add Task Progress** in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running. 5pm **7** triggers 5pm **21** actions Dotdigital **5** triggers Dotdigital **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want 5pm and Dotdigital 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 5pm and Dotdigital can do together ### From 5pm to Dotdigital - When **New Progress** in 5pm then **Create Contact Data Field** in Dotdigital - When **New Project** in 5pm then **Create or Update Contact (Deprecated)** in Dotdigital ### From Dotdigital to 5pm - When **Contact Created** in Dotdigital then **Add Task Progress** in 5pm - When **Campaign Activity** in Dotdigital then **Create Task **in 5pm 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 5pm and Dotdigital ## Triggers and actions 12 triggers · 30 actions - Trigger **New Progress** Triggers when a new task progress is created. - Trigger **New Project** Fires when a new project is created in 5pm. - Trigger **New Task** Triggers when a new support task is created. - Trigger **New User** Triggers when a new support user is created. - Trigger **Updated Project** Fires when a project is updated in 5pm. - Trigger **Updated Task** Triggers when a new support task is updated. - Trigger **Updated User** Triggers when a new support user is updated. - Action **Add Task Progress** Add Task Progress (progress in percent and house down). - Action **Add User** Create a new user in the 5pm account (UsersService add). - Action **Create Note** Creates a new note in task. - Action **Create Project** Creates a new project. - Action **Create Task** - Action **Delete Note** Remove an activity note/progress message (ActivityService remove). - Action **Delete Project** Remove a project (ProjectsService remove). - Action **Delete Task** Remove a task from a 5pm project (TasksService remove). - Action **Delete User** Remove a user from the account (UsersService remove). - Action **Find Project by Id** Retrieve a single project by its id (ProjectsService getById). - Action **Find Task** Finds a task in the application. - Action **Find Task by Id** Finds a task by Id in the application. - Action **Find User by Email** Retrieve a user by their email address (UsersService getByEmail). - Action **Find User by Id** Finds a user by Id in the system. - Action **List Notes** List activity notes/progress messages on a task (ActivityService getList). - Action **List Projects** List all projects in the account (ProjectsService getAll/getList). - Action **List Users** List all users in the account (UsersService getAll). - Action **Update Note** Update an activity note/progress message (ActivityService update). - Action **Update Project** Update a project's fields (ProjectsService update). - Action **Update Task** Update task in the application. - Action **Update User** Update a user's fields (UsersService update). - Trigger **Campaign Activity** Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes. - Trigger **Campaign Opens** Triggers when a contact opens the selected email campaign. - Trigger **Contact Created** Triggers when a new contact is created in your Dotdigital account. - Trigger **Contact Suppressed** Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason. - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from your Dotdigital account. - Action **Create a List** Creates a new contact list (address book) in Dotdigital. - Action **Create Contact Data Field** Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts. - Action **Create or Update Contact (Deprecated)** Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations. - Action **Refresh Segment** Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status. - Action **Resubscribe Contact** Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one. - Action **Send Email Campaign** Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time. - Action **Send SMS** Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages. - Action **Send Transactional Email** Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content. - Action **Unsubscribe Contact** Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason. ## Each app on its own - [ **5pm** 5pm is an online project management tool for teams.](https://apiant.ai/connections/5pm) - [ **Dotdigital** Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly...](https://apiant.ai/connections/dotdigital) Reviews ## What our customers say ## More from 5pm - [ **5pm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/5pm-to-hubspot) - [ **5pm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/5pm-to-salesforce) - [ **5pm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/5pm-to-gmail) - [ **5pm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/5pm-to-google-calendar) - [ **5pm to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/5pm-to-google-drive) - [ **5pm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/5pm-to-mailchimp) ## More into Dotdigital - [ **ActiveCampaign to Dotdigital** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dotdigital) - [ **Airtable to Dotdigital** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dotdigital) - [ **Asana to Dotdigital** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dotdigital) - [ **ClickUp to Dotdigital** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dotdigital) - [ **Discord to Dotdigital** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dotdigital) - [ **Brevo to Dotdigital** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dotdigital) Questions ## 5pm and Dotdigital, answered ### ### What can start an automation from 5pm? Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dotdigital when something happens in 5pm? Any of Dotdigital's 9 actions, including Create a List, Create Contact Data Field, Create or Update Contact (Deprecated) and Send Email Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dotdigital to 5pm? Yes. When something happens in Dotdigital, your agent can act in 5pm too. This page covers both directions: Dotdigital's triggers and 5pm's actions are listed here as well. ### ### Do I have to build a connector for 5pm or Dotdigital? 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 5pm and Dotdigital 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.