Integration
Connect Apizeal to Direct Mail Manager
When Contact Created fires in Apizeal, your agent runs Add address in Direct Mail Manager. 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 Apizeal and Direct Mail Manager 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Apizeal can start in Direct Mail Manager
When Contact Created in Apizeal
then Add address in Direct Mail Manager
When Lead Created in Apizeal
then Add address to mailing list in Direct Mail Manager
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 Apizeal and Direct Mail Manager
Triggers and actions 6 triggers · 29 actions
Trigger
Contact CreatedTriggers when a new contact (not a lead) is added in Apizeal.
Trigger
Lead CreatedTriggers when a new lead is added in Apizeal.
Trigger
Policy CreatedTriggers when a new insurance policy is added in Apizeal.
Trigger
Policy Status UpdatedTriggers when a policy's status changes in Apizeal.
Trigger
Task CreatedTriggers when a new task is added in Apizeal.
Trigger
Task Status UpdatedTriggers when a task's status changes in Apizeal.
Action
Find ContactFinds contacts and leads by name, email, phone or creation date.
Action
Find TaskFinds tasks by status, related contact or policy, or due date range.
Action
Get ContactReturns one contact (or lead) by its ID, with address, employment and agent.
Action
Get Medical AppointmentReturns one of a contact's medical appointments by its ID.
Action
Get PolicyReturns one insurance policy by its ID, with its carrier, plan, premium and holder.
Action
Get Policy MembersReturns the members (holder, applicants and dependents) of a policy.
Action
Get TaskReturns one task by its ID, with its status, due date and assignees.
Action
List CarriersReturns the insurance carriers defined in your Apizeal organization, each with its ID and name.
Action
List Contact NotesLists the notes on a contact.
Action
List Contact PoliciesLists the policies a contact holds or belongs to.
Action
List Contact RemindersLists the reminders on a contact.
Action
List Medical AppointmentsLists a contact's medical appointments.
Action
List PoliciesLists insurance policies, optionally filtered by code, effective date or submitted date.
Action
List Policy NotesLists the notes on a policy.
Action
List Policy RemindersLists the reminders on a policy.
Action
List Policy StatusesReturns the policy statuses defined in your Apizeal organization, each with its ID and name.
Action
List Product TypesReturns the product types defined in your Apizeal organization, each with its ID and name.
Action
Add addressAdds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result.
Action
Add address to mailing listAdds an existing address to a mailing list. An address can belong to any number of mailing lists.
Action
Add mailing listCreates a new mailing list in Direct Mail Manager and returns its ID.
Action
Delete addressDeletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted.
Action
Delete mailing listPermanently deletes a mailing list. Addresses that were on the list are kept.
Action
Get addressReturns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values.
Action
Get mailing listReturns a single mailing list by its ID, including its name, address count and mailable count.
Action
List addressesReturns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term.
Action
List mailing listsReturns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date.
Action
Suppress addressSuppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address.
Action
Update addressUpdates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values.
Action
Update mailing listRenames an existing mailing list in Direct Mail Manager and returns the updated mailing list.
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
Apizeal and Direct Mail Manager, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Direct Mail Manager when something happens in Apizeal?
Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Direct Mail Manager to Apizeal?
Direct Mail Manager has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it.
Do I have to build a connector for Apizeal or Direct Mail Manager?
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 Apizeal and Direct Mail Manager 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.