Integration
Connect Agiled and Poptin
When Invoice Created fires in Agiled, your agent runs Update contact status in Poptin, or New Contact in Poptin to Create Contact in Agiled. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Agiled and Poptin to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Agiled and Poptin can do together
From Agiled to Poptin
When Invoice Created in Agiled
then Update contact status in Poptin
When New CRM Stage in Agiled
then Create preference in Poptin
From Poptin to Agiled
When New Contact in Poptin
then Create Contact in Agiled
When New Lead in Poptin
then Add Invoice 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 Poptin
Triggers and actions 8 triggers · 62 actions
Trigger
Invoice CreatedTriggers when an invoice is created in Agiled.
Trigger
New CRM StageTriggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.
Trigger
Product CreatedTriggers when a product is created in Agiled.
Trigger
Project CreatedTriggers when a new project is created in Agiled.
Trigger
Task CreatedTriggers when a new task is created in Agiled.
Trigger
Ticket CreatedTriggers when a ticket is created in Agiled.
Action
Add InvoiceCreates an invoice in Agiled.
Action
Add ProductCreates a product in Agiled's catalog.
Action
Add ProjectCreates a project in Agiled.
Action
Create ContactCreates a contact in Agiled CRM with a name, email and phone number.
Action
Create EstimateCreates a new estimate (quote) in Agiled.
Action
Create ExpenseCreates an expense in Agiled.
Action
Create TaskCreates a task in Agiled.
Action
Create TicketCreates a support ticket in Agiled.
Action
Delete ContactDeletes a contact from Agiled by its id.
Action
Delete ContractDeletes a contract (an Agiled document) by its id.
Action
Delete EstimateDeletes an estimate in Agiled by its id.
Action
Delete ExpenseDeletes an expense from Agiled by its id.
Action
Delete ProductDeletes a product from your Agiled catalog by its id.
Action
Delete ProjectDeletes a project in Agiled by its id.
Action
Delete TaskDeletes a task in Agiled by its id.
Action
Delete TicketDeletes a support ticket in Agiled by its id.
Action
Edit ContactUpdates an existing contact's name, email or phone in Agiled.
Action
Edit ContractUpdates an existing contract document in Agiled, such as renaming it.
Action
Edit EstimateUpdates an existing estimate in Agiled, such as its name.
Action
Edit ExpenseUpdates an existing expense in Agiled.
Action
Edit InvoiceUpdates an existing invoice in Agiled.
Action
Edit ProductUpdates an existing product's name, SKU or price in Agiled.
Action
Edit ProjectUpdates an existing project's name, status or dates in Agiled.
Action
Edit TaskUpdates an existing task's name, status or due date.
Action
Edit TicketUpdates an existing ticket in Agiled. Only the fields you fill in are changed.
Action
Get ContactsReturns contacts from your Agiled CRM, optionally filtered by email or full name.
Action
Get ContractReturns one contract document by its id.
Action
Get EstimateReturns one estimate by its id, with optional related records.
Action
Get ProductReturns one product by its id.
Action
Get ProjectsReturns projects in your Agiled workspace, optionally filtered by name or status.
Action
Get TicketReturns one support ticket by its id, with optional related records.
Trigger
New ContactTriggers when a new contact is added to your Poptin contact list.
Trigger
New LeadTriggers when a visitor submits a Poptin form, creating a new lead (conversion).
Action
Campaign AnalyticsSee how your email campaigns performed overall in a date range (sends, opens, clicks, bounces) - the same metrics as a single campaign, rolled up.
Action
Create preferenceAdd a new subscription preference topic (name and optional description) that contacts can be opted into. **423** if the account is locked for processing.
Action
Delete campaignPermanently delete a campaign you no longer need. Campaigns that are `sending` or `queued` cannot be deleted (**422**). Allowed while under review. Returns **204** with no body.
Action
Delete contactPermanently remove one contact by public id (`uid`). For many deletions, prefer **Bulk delete contacts (JSON)**. Returns **204** with no body. **423** if the account is locked for processing.
Action
Delete conversionRemove lead personal details from a conversion while the row may be kept for aggregate stats. Returns **204**. **423** if the account is locked for processing.
Action
Delete poptinSoft-delete a popup/form (recoverable by support for a limited time). A/B versions are reassigned as in the dashboard. Returns **204**. **423** if the account is locked for processing.
Action
Delete preferenceRemove a subscription preference topic you no longer offer. Contacts lose this preference association. **423** if the account is locked for processing.
Action
Delete propertyRemove a custom property you no longer need. Built-in/default properties cannot be deleted (**406**). **423** if the account is locked for processing.
Action
End campaignMark a `paused` campaign as `completed` so it will not continue sending - use this to close out a send early. Ending an already `completed` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.
Action
List campaignsBrowse email campaigns on your account (with optional name/status filters) so you can find a campaign to inspect or control. Paginated (`per_page` default **10**, max **100**).
Action
List contactsBrowse and search people on your contact list so you can sync a CRM, audit who is subscribed, or find a contact before updating them.
Action
List conversionsBrowse leads and actions captured from your popups/forms so you can sync them to another system or review recent activity.
Action
List poptinsBrowse your popups and forms with per-Poptin aggregate metrics so you can rank performers or find a Poptin to inspect.
Action
List preferencesList subscription preference topics on your account so you can build a preference center or map topic ids when syncing contacts. Paginated (`per_page` default **50**, max **100**).
Action
List propertiesList the contact fields available on your account so you can map forms or syncs to the right keys. Paginated (`per_page` default **50**, max **100**).
Action
Pause campaignTemporarily stop a campaign that is currently `sending` or `queued` - for example while you fix content or list issues. Pausing an already `paused` campaign is a no-op (**200**). **422** for other statuses or when the campaign is under review.
Action
Pause poptinTurn off an active popup/form so it stops showing on your site. Pausing an already `inactive` poptin is a no-op (**200**). **422** for statuses that cannot be paused (for example `draft`).
Action
Poptin AnalyticsSee account-wide popup and form results for a time period - visitors, views, conversions, growth, and rates - the same overview style numbers you would check in the dashboard.
Action
Refresh poptin statsAsk Poptin to recompute popup/form aggregate stats when the cached overview looks stale.
Action
Rename poptinChange the display name of a popup/form. Name must be 2–256 characters and unique on the account (**422** if taken).
Action
Resume campaignContinue a `paused` campaign, or retry one that entered an `error` state. Resuming an already `sending`, `queued`, or `scheduled` campaign is a no-op (**200**), except when under review (**422**). **422** for other statuses or when the campaign is under review.
Action
Resume poptinTurn an inactive popup/form back on. Resuming an already `active` poptin is a no-op (**200**). **422** for statuses that cannot be resumed (for example `draft`).
Action
Show bulk job statusPoll a background bulk job until `status` is `done` or `failed`. Requires `object_id` and `object_name` from the **202** response of a queuing operation.
Action
Show campaignGet one campaign by public id (`uid`), including its delivery status and performance statistics (sends, opens, clicks, bounces, and rates). A/B campaigns also include `ab`, `ab_test_percentage`, and per-variant details (`type`, `has_body`, headers). During an active A/B test, top-level `subject` / `
Action
Show contactGet one contact by public id (`uid`), including field values, tags, preferences, and subscription status - useful before an update or to verify a sync.
Action
Show conversionGet one conversion by public id (`uid`) - for example to fetch full lead details after a webhook or list sync. Pass `include=extra_fields` to resolve submitted input fields.
Action
Show poptinGet one popup or form by public id (`uid`) with its aggregate metrics. A/B parents include nested versions; A/B versions include the parent’s identity and metrics.
Action
Show preferenceGet one preference topic by public id (`uid`). Pass `include=contacts_count` when you need how many contacts currently have this preference.
Action
Show propertyGet one contact property, including its type and options, so you can map forms or syncs to the right field.
Action
Update contact statusChange only a contact’s subscription status (for example subscribe, unsubscribe, or mark as bounced) without rewriting their other fields.
Action
Update preferenceUpdate a preference topic without changing which contacts are opted in. **423** if the account is locked for processing.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Agiled and Poptin, 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 Poptin when something happens in Agiled?
Any of Poptin's 31 actions, including Create preference, Update contact status, Update preference and Campaign Analytics. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Poptin to Agiled?
Yes. When something happens in Poptin, your agent can act in Agiled too. This page covers both directions: Poptin's triggers and Agiled's actions are listed here as well.
Do I have to build a connector for Agiled or Poptin?
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 Poptin 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.