--- title: "Connect Agiled and MailUp - APIANT.ai" description: "When \"Invoice Created\" fires in Agiled, your agent runs \"Create New Email Message\" in MailUp." canonical: "https://apiant.ai/connect/agiled-to-mailup" --- # Connect Agiled and MailUp When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **Create New Email Message** in [MailUp](https://apiant.ai/connections/mailup), or **New Email Message in List** in MailUp to **Add Invoice** in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions MailUp **4** triggers MailUp **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and MailUp 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 Agiled and MailUp can do together ### From Agiled to MailUp - When **Invoice Created** in Agiled then **Create New Email Message** in MailUp - When **New CRM Stage** in Agiled then **Send Message to Email Address** in MailUp ### From MailUp to Agiled - When **New Email Message in List** in MailUp then **Add Invoice** in Agiled - When **New Group** in MailUp then **Create Contact** in Agiled 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 Agiled and MailUp ## Triggers and actions 10 triggers · 56 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Trigger **New Email Message in List** A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific. - Trigger **New Group** New group added to the specified list. MailUp is a multi-list environment and groups are list-specific. - Trigger **New Recipient Subscribed** There is a new subscriber in the specified list. MailUp is a multi-list environment. - Trigger **New Recipient Unsubscribed** A recipient unsubscribed from the specified list. MailUp is a multi-list environment. - Action **Add list** Create a new list. POST Console/List - Action **Add Recipient to Group** Add recipient to the specified group on the list. - Action **Add Recipient to List** Adds a new recipient to the specified list as a subscriber. - Action **Create New Email Message** Create a new email message on the specified list. - Action **Create New Group** Add a new group to the specified list. MailUp is a multi-list environment. - Action **Delete email message** Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message} - Action **Delete group** Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group} - Action **Delete list** Delete a list. DELETE Console/List/{id_List} - Action **Get email message** Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message} - Action **Get list** Retrieve list details by id. GET Console/List/{id_List} - Action **List email messages** Retrieve email messages of a list. GET Console/List/{id_List}/Emails - Action **List Email Message Sendings** lists the sendings (send tasks, with recipients count and status) created for an email message. - Action **List Group Recipients** Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields. - Action **List groups** Retrieve groups of a list. GET Console/List/{id_List}/Groups - Action **List lists** Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc - Action **List subscribed recipients** Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed - Action **Remove recipient from group** Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient} - Action **Remove Recipient From List** This method unsubscribe the given recipient from the specified list. - Action **Send Message to Email Address** Sends the specified message (previously created in MailUp in the specified List) to the email address specified. - Action **Send Message to Group** Send a message to a predefined group in the specified list. - Action **Send message to list** Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send - Action **Unsubscribe recipient from list** Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient} - Action **Update email message** Modify an email message. PUT Console/List/{id_List}/Email/{id_Message} - Action **Update group** Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group} - Action **Update list** Modify details of a list. PUT Console/List/{id_List} ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **MailUp** MailUp is your complete email delivery solution.](https://apiant.ai/connections/mailup) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into MailUp - [ **HubSpot to MailUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailup) - [ **Google Sheets to MailUp** Google Sheets](https://apiant.ai/connect/google-sheets-to-mailup) - [ **Gmail to MailUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailup) - [ **Google Calendar to MailUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailup) - [ **Google Drive to MailUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mailup) - [ **Mailchimp to MailUp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mailup) Questions ## Agiled and MailUp, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MailUp when something happens in Agiled? Any of MailUp's 25 actions, including Create New Email Message, Create New Group, Send Message to Email Address and Send Message to Group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MailUp to Agiled? Yes. When something happens in MailUp, your agent can act in Agiled too. This page covers both directions: MailUp's triggers and Agiled's actions are listed here as well. ### ### Do I have to build a connector for Agiled or MailUp? 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 Agiled and MailUp 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.