--- title: "Connect ActiveTrail and LiveSwitch - APIANT.ai" description: "When \"Contact Added to Group\" fires in ActiveTrail, your agent runs \"Find Contact by ID\" in LiveSwitch." canonical: "https://apiant.ai/connect/activetrail-to-liveswitch" --- # Connect ActiveTrail and LiveSwitch When **Contact Added to Group** fires in [ActiveTrail](https://apiant.ai/connections/activetrail), your agent runs **Find Contact by ID** in [LiveSwitch](https://apiant.ai/connections/liveswitch), or **New Contact Matching Filter** in LiveSwitch to **Add Contact to Group** in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveTrail **4** triggers ActiveTrail **15** actions LiveSwitch **5** triggers LiveSwitch **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveTrail and LiveSwitch 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 ActiveTrail and LiveSwitch can do together ### From ActiveTrail to LiveSwitch - When **Contact Added to Group** in ActiveTrail then **Find Contact by ID** in LiveSwitch - When **Contact Updated** in ActiveTrail then **Find Contact by Phone** in LiveSwitch ### From LiveSwitch to ActiveTrail - When **New Contact Matching Filter** in LiveSwitch then **Add Contact to Group** in ActiveTrail - When **New Conversation Matching Filter** in LiveSwitch then **Add email campaign** in ActiveTrail 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 ActiveTrail and LiveSwitch ## Triggers and actions 9 triggers · 36 actions - Trigger **Contact Added to Group** Triggers when a contact is added to a group (any group). - Trigger **Contact Removed From Group** Triggers when a contact is removed from a group (any group). - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from receiving further emails. - Trigger **Contact Updated** Triggers when a contact record in ActiveTrail is updated via the API (status or details). - Action **Add Contact to Group** Add a new or an existing contact to a specific group (The new contact will be created if not already exists). - Action **Add email campaign** Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft. - Action **Add group** Creates a new group in your ActiveTrail account and returns it. - Action **Add order** Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products. - Action **Add template** Create a template in My Templates. - Action **Delete group** Deletes a group from the ActiveTrail account. - Action **Find Group** Returns up to 100 groups whose name matches the search term. - Action **Get email campaign** Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data. - Action **Get group** Get a group's details (name, contact counts, creation date) by its id. - Action **Get order** Returns a commerce order by your store's order id. - Action **Get template** Returns one of your My Templates by id: its name, subject and category. - Action **List email campaigns** Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range. - Action **List groups** Lists the groups in the ActiveTrail account, optionally filtered by group name. - Action **Remove Contact From Group** Removes a contact from an ActiveTrail group. The contact itself stays in the account. - Action **Update group** Rename an existing ActiveTrail group. - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. ## Each app on its own - [ **ActiveTrail** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connections/activetrail) - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) Reviews ## What our customers say ## More from ActiveTrail - [ **ActiveTrail to WoopSocial** WoopSocial is a social media management platform that helps you manage multiple accounts, automate...](https://apiant.ai/connect/activetrail-to-woopsocial) - [ **ActiveTrail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activetrail-to-hubspot) - [ **ActiveTrail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activetrail-to-salesforce) - [ **ActiveTrail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activetrail-to-slack) - [ **ActiveTrail to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activetrail-to-google-sheets) - [ **ActiveTrail to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activetrail-to-gmail) ## More into LiveSwitch - [ **HubSpot to LiveSwitch** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liveswitch) - [ **Google Sheets to LiveSwitch** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-liveswitch) - [ **Gmail to LiveSwitch** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liveswitch) - [ **Google Calendar to LiveSwitch** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liveswitch) - [ **Google Drive to LiveSwitch** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liveswitch) - [ **ActiveCampaign to LiveSwitch** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liveswitch) Questions ## ActiveTrail and LiveSwitch, answered ### ### What can start an automation from ActiveTrail? Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LiveSwitch when something happens in ActiveTrail? Any of LiveSwitch's 21 actions, including Create Conversation, Create Project, Create Tag and Update Conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiveSwitch to ActiveTrail? Yes. When something happens in LiveSwitch, your agent can act in ActiveTrail too. This page covers both directions: LiveSwitch's triggers and ActiveTrail's actions are listed here as well. ### ### Do I have to build a connector for ActiveTrail or LiveSwitch? 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 ActiveTrail and LiveSwitch 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.