Integration
Connect BigMailer and ClientSuccess
When New Contact fires in BigMailer, your agent runs Create Contact in ClientSuccess, or New Client in ClientSuccess to Add/Update Contact in BigMailer. 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 BigMailer and ClientSuccess 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 BigMailer and ClientSuccess can do together
From BigMailer to ClientSuccess
When New Contact in BigMailer
then Create Contact in ClientSuccess
From ClientSuccess to BigMailer
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 BigMailer and ClientSuccess
Triggers and actions 6 triggers · 45 actions
- New Contact
Triggered when a new contact is created in a BigMailer brand.
- Add/Update Contact
Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
- Create a bulk campaign
Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
- Create an RSS campaign
Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
- Create a transactional campaign
Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
- Create list
Creates a new contact list inside a BigMailer brand.
- Create segment
Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
- Create template
Creates a reusable email or landing-page template in a BigMailer brand.
- Delete contact
Deletes a contact from a BigMailer brand, by contact ID or email address.
- Delete list
Deletes a contact list from a BigMailer brand.
- Delete segment
Deletes a segment from a BigMailer brand.
- Delete template
Deletes a template from a BigMailer brand.
- Get brand
Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
- Get bulk campaign
Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
- Get contact
Returns one BigMailer contact by ID or email address, including its custom field values.
- Get list
Returns one contact list from a BigMailer brand.
- Get RSS campaign
Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
- Get segment
Returns one segment from a BigMailer brand, including the conditions that define it.
- Get template
Returns one template from a BigMailer brand, including its HTML.
- Get transactional campaign
Returns one transactional campaign from a BigMailer brand, including its content and send statistics.
- List brands
Lists the brands in your BigMailer account.
- List bulk campaigns
Lists the bulk campaigns in a BigMailer brand.
- List contacts
Lists the contacts in a BigMailer brand, optionally limited to one list.
- List lists
Lists the contact lists in a BigMailer brand.
- List RSS campaigns
Lists the RSS campaigns in a BigMailer brand.
- List segments
Lists the segments in a BigMailer brand.
- List senders
Lists the sending identities in a BigMailer brand.
- List templates
Lists the templates in a BigMailer brand.
- List transactional campaigns
Lists the transactional campaigns in a BigMailer brand.
- Update a bulk campaign
Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
- Update an RSS campaign
Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
- Update a transactional campaign
Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
- Update brand
Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
- Update list
Renames an existing contact list inside a BigMailer brand.
- Update segment
Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
- Update template
Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
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 BigMailer
BigMailer to MINDBODYMINDBODY is a powerful business management software that combines your scheduling, task automation...
BigMailer to BridgeDbbridgedb webservices
BigMailer to SalesmapSalesMap is a data-driven CRM for sales growth.
BigMailer to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BigMailer to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BigMailer to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into ClientSuccess
ActiveCampaign to ClientSuccessActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClientSuccessOrganize anything with Airtable, a modern database created for everyone.
Asana to ClientSuccessAsana is a collaborative information manager for workspace.
ClickUp to ClientSuccessClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to ClientSuccessBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClientSuccessCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
BigMailer and ClientSuccess, answered
What can start an automation from BigMailer?
Any of BigMailer's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClientSuccess when something happens in BigMailer?
Any of ClientSuccess's 10 actions, including Create Client, Create Contact, Create Contract and Create Engagement Interaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClientSuccess to BigMailer?
Yes. When something happens in ClientSuccess, your agent can act in BigMailer too. This page covers both directions: ClientSuccess's triggers and BigMailer's actions are listed here as well.
Do I have to build a connector for BigMailer or ClientSuccess?
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 BigMailer and ClientSuccess 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.