--- title: "Connect Agile CRM to Maildroppa - APIANT.ai" description: "When \"New contact\" fires in Agile CRM, your agent runs \"Add or Update Subscriber Field (By Email)\" in Maildroppa." canonical: "https://apiant.ai/connect/agile-crm-to-maildroppa" --- # Connect Agile CRM to Maildroppa When **New contact** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Add or Update Subscriber Field (By Email)** in [Maildroppa](https://apiant.ai/connections/maildroppa). Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Maildroppa **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agile CRM and Maildroppa 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 Agile CRM can start in Maildroppa - When **New contact** in Agile CRM then **Add or Update Subscriber Field (By Email)** in Maildroppa - When **New matching contact or company** in Agile CRM then **Add or Update Subscriber Field (By Subscriber ID)** in Maildroppa 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 Agile CRM and Maildroppa ## Triggers and actions 10 triggers · 94 actions - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) — create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) — update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. - Action **Add or Update Subscriber Field (By Email)** Sets (replaces) one custom field value on the subscriber with the given email address. - Action **Add or Update Subscriber Field (By Subscriber ID)** Sets or replaces one custom field value on a subscriber identified by subscriber ID. - Action **Assign Subscriber Tag (By Email)** Assigns a customer tag to the subscriber with the given email address. - Action **Assign Subscriber Tag (By Subscriber ID)** Assigns one of your active customer tags to a subscriber, identified by subscriber ID. Assigning a tag the subscriber already has does nothing. - Action **Count Subscribers (Filtered)** Returns the number of subscribers matching a set of segment conditions, optionally limited to one subscriber status. - Action **Create Field Type** Creates a custom subscriber field in Maildroppa, such as a text, number, date or choice field. - Action **Create Segment** Creates a subscriber segment in Maildroppa from a set of field, tag, topic, segment or purchase conditions. - Action **Create Tag** Creates a new tag in Maildroppa that can be assigned to subscribers and used in segments. - Action **Delete All Subscribers (Optionally by Status)** Deletes all subscribers in the account, optionally only those with a given status. Deletion runs in the background. - Action **Delete Field Type** Archives a customer-created subscriber field so it is no longer active. - Action **Delete Segment** Deletes a segment from your Maildroppa account. Segments still in use cannot be deleted. - Action **Delete Subscriber by Email** Deletes a subscriber from your Maildroppa audience, identified by their email address. - Action **Delete Subscriber by ID** Deletes a single subscriber from your Maildroppa account by their subscriber ID. - Action **Delete Subscriber Field (By Email)** Clears the value of one subscriber field for the subscriber with the given email address. - Action **Delete Subscriber Field (By Subscriber ID)** Clears the value of one subscriber field for the subscriber with the given ID. - Action **Delete Subscribers (Bulk)** Deletes several Maildroppa subscribers at once by their subscriber IDs. - Action **Delete Subscriber Tag (By Email)** Removes a customer tag from the subscriber with the given email address. - Action **Delete Subscriber Tag (By Subscriber ID)** Removes a tag from a subscriber identified by their subscriber ID. - Action **Delete Tag** Deletes (archives) a customer tag in Maildroppa so it can no longer be assigned. An archived tag can be restored later. - Action **Find Subscriber by Email** Finds a subscriber by their exact email address and returns their details. - Action **Get Segment by ID** Returns one Maildroppa segment by its ID, including its name and filter conditions. - Action **Get Subscriber by ID** Returns a subscriber by ID, including field values, tags, status and registration details. - Action **List Field Types (Paged)** Returns all subscriber fields in the Maildroppa account, both built-in and custom, including field types and choice options. - Action **List Filtered Subscribers (Paged)** Returns one page of subscribers matching a filter of field, tag, topic, segment or purchase conditions. - Action **List Tags** Returns the tags in your Maildroppa account, including system-managed tags, optionally with archived ones. - Action **Request Double Opt‑In** Starts double opt-in for a new subscriber by sending them a confirmation email. Their profile, tags and topics are applied once they confirm. - Action **Update Field Type** Updates a custom subscriber field's label, required flag, internal visibility, position and choice options. - Action **Update Segment** Replaces a segment's name and rules in Maildroppa. - Action **Update Subscriber** Updates a subscriber's email, first name, status, custom field values and tags. Values left blank keep the subscriber's current data. - Action **Update Subscriber Email** Changes the email address of an existing Maildroppa subscriber. - Action **Update Tag** Renames an existing customer tag in Maildroppa and returns the updated tag. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Maildroppa** Maildroppa is a B2B email-marketing platform that lets you create, send and track campaigns, manage...](https://apiant.ai/connections/maildroppa) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/agile-crm-to-stripe) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) ## More into Maildroppa - [ **HubSpot to Maildroppa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-maildroppa) - [ **Salesforce to Maildroppa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-maildroppa) - [ **Slack to Maildroppa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-maildroppa) - [ **Google Sheets to Maildroppa** Google Sheets](https://apiant.ai/connect/google-sheets-to-maildroppa) - [ **Gmail to Maildroppa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-maildroppa) - [ **Google Calendar to Maildroppa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-maildroppa) Questions ## Agile CRM and Maildroppa, answered ### ### What can start an automation from Agile CRM? Any of Agile CRM's 10 triggers in the catalog, including New contact, New matching contact or company, New matching task and List all tasks. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Maildroppa when something happens in Agile CRM? Any of Maildroppa's 31 actions, including Create Field Type, Create Segment, Create Tag and Update Field Type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Maildroppa to Agile CRM? Maildroppa has no triggers in the catalog today, so automations start in Agile CRM. If you need the other direction, ask: your agent reads Maildroppa's API documentation and adds it. ### ### Do I have to build a connector for Agile CRM or Maildroppa? 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 Agile CRM and Maildroppa 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.