Integration
Connect Attio and SmartEmailing
When List Entry Created fires in Attio, your agent runs Add Contact list in SmartEmailing, or New Contact in SmartEmailing to Create or Update List Entry by Parent Record in Attio. 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 Attio and SmartEmailing 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 Attio and SmartEmailing can do together
From Attio to SmartEmailing
When List Entry Created in Attio
then Add Contact list in SmartEmailing
When List Entry Updated in Attio
then Send custom email in SmartEmailing
From SmartEmailing to Attio
When New Contact in SmartEmailing
then Create or Update List Entry by Parent Record in Attio
When Updated Contact in SmartEmailing
then Create or Update Record in Attio
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 Attio and SmartEmailing
Triggers and actions 9 triggers · 28 actions
Trigger
List Entry CreatedTriggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry DeletedTriggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry UpdatedTriggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record CreatedTriggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record DeletedTriggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record UpdatedTriggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task CreatedTriggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List EntryAdds a record to an Attio list as a new list entry and returns the entry.
Action
Create NoteCreates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent RecordAdds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update RecordCreates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create RecordCreates a new record on the chosen Attio object and returns it.
Action
Create Storage LocationAttaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create TaskCreates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List EntryRemoves an entry from an Attio list.
Action
Find List EntriesReturns the entries on an Attio list.
Action
Find RecordsSearches records on the chosen Attio object and returns the matches.
Action
Update List EntryUpdates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update RecordUpdates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update TaskUpdates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
Trigger
New ContactTriggers when a new contact is added to your SmartEmailing account.
Trigger
Updated ContactTriggers when an existing contact is updated in SmartEmailing.
Action
Add Contact listCreates a new contact list in SmartEmailing.
Action
Add Custom fieldCreates a new contact custom field in SmartEmailing with the given name and type.
Action
Delete ContactPermanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
Action
Get ContactReturns a single contact by email address or ID, including contact list memberships and custom field values.
Action
Get Contact listReturns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
Action
List Contact listsReturns all contact lists in your SmartEmailing account.
Action
List ContactsReturns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
Action
List Contacts in listReturns the contacts that belong to a contact list, with their details and list memberships.
Action
List Custom fieldsReturns the custom field definitions set up in your SmartEmailing account, optionally with their options.
Action
List NewslettersReturns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
Action
Send custom emailSends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
Action
Send transactional emailSends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
Action
Unsubscribe ContactUnsubscribes a contact from a chosen contact list.
Action
Update Contact email addressChanges a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
Action
Update Contact listUpdates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
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
Reviews
What our customers say
More from Attio
Attio to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Attio to AmplitudeAmplitude is a product analytics service that makes it easier for companies to understand user behavior...
Attio to ChargebeeChargebee is a subscription management and recurring billing solution used by businesses to customize...
Attio to DreamdataDreamdata is a B2B revenue attribution platform.
Attio to FiberyFibery is the first work management software that fits and grows with your company.
Attio to MyphonerMyphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a...
More into SmartEmailing
HubSpot to SmartEmailingHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SmartEmailingSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SmartEmailingSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SmartEmailingGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SmartEmailingGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SmartEmailingGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Attio and SmartEmailing, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SmartEmailing when something happens in Attio?
Any of SmartEmailing's 15 actions, including Send custom email, Send transactional email, Update Contact email address and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartEmailing to Attio?
Yes. When something happens in SmartEmailing, your agent can act in Attio too. This page covers both directions: SmartEmailing's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio or SmartEmailing?
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 Attio and SmartEmailing 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.