--- title: "Connect BigMailer and Process Street - APIANT.ai" description: "When \"New Contact\" fires in BigMailer, your agent runs \"Create Data Set Record\" in Process Street." canonical: "https://apiant.ai/connect/bigmailer-to-process-street" --- # Connect BigMailer and Process Street When **New Contact** fires in [BigMailer](https://apiant.ai/connections/bigmailer), your agent runs **Create Data Set Record** in [Process Street](https://apiant.ai/connections/process-street), or **Data Set Record Created** in Process Street to **Add/Update Contact** in BigMailer. Describe the whole flow and it is built, tested on every scenario and kept running. BigMailer **1** trigger BigMailer **35** actions Process Street **7** triggers Process Street **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BigMailer and Process Street 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 BigMailer and Process Street can do together ### From BigMailer to Process Street - When **New Contact** in BigMailer then **Create Data Set Record** in Process Street - When **New Contact** in BigMailer then **Update Data Set Record** in Process Street ### From Process Street to BigMailer - When **Data Set Record Created** in Process Street then **Add/Update Contact** in BigMailer - When **Data Set Record Updated** in Process Street then **Create a bulk campaign** in 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 Process Street ## Triggers and actions 8 triggers · 45 actions - Trigger **New Contact** Triggered when a new contact is created in a BigMailer brand. - Action **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. - Action **Create a bulk campaign** Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule. - Action **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. - Action **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. - Action **Create list** Creates a new contact list inside a BigMailer brand. - Action **Create segment** Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target. - Action **Create template** Creates a reusable email or landing-page template in a BigMailer brand. - Action **Delete contact** Deletes a contact from a BigMailer brand, by contact ID or email address. - Action **Delete list** Deletes a contact list from a BigMailer brand. - Action **Delete segment** Deletes a segment from a BigMailer brand. - Action **Delete template** Deletes a template from a BigMailer brand. - Action **Get brand** Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats. - Action **Get bulk campaign** Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics. - Action **Get contact** Returns one BigMailer contact by ID or email address, including its custom field values. - Action **Get list** Returns one contact list from a BigMailer brand. - Action **Get RSS campaign** Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content. - Action **Get segment** Returns one segment from a BigMailer brand, including the conditions that define it. - Action **Get template** Returns one template from a BigMailer brand, including its HTML. - Action **Get transactional campaign** Returns one transactional campaign from a BigMailer brand, including its content and send statistics. - Action **List brands** Lists the brands in your BigMailer account. - Action **List bulk campaigns** Lists the bulk campaigns in a BigMailer brand. - Action **List contacts** Lists the contacts in a BigMailer brand, optionally limited to one list. - Action **List lists** Lists the contact lists in a BigMailer brand. - Action **List RSS campaigns** Lists the RSS campaigns in a BigMailer brand. - Action **List segments** Lists the segments in a BigMailer brand. - Action **List senders** Lists the sending identities in a BigMailer brand. - Action **List templates** Lists the templates in a BigMailer brand. - Action **List transactional campaigns** Lists the transactional campaigns in a BigMailer brand. - Action **Update a bulk campaign** Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update an RSS campaign** Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update a transactional campaign** Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **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. - Action **Update list** Renames an existing contact list inside a BigMailer brand. - Action **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. - Action **Update template** Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed. - Trigger **Data Set Record Created** Triggers when a new record is added to a data set. - Trigger **Data Set Record Updated** Triggers when an existing record is updated in a data set. - Trigger **New Comment** Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **List Workflows** Lists the workflows in your Process Street organization. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. ## Each app on its own - [ **BigMailer** BigMailer is email marketing software for agencies and developers.](https://apiant.ai/connections/bigmailer) - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) Reviews ## What our customers say ## More from BigMailer - [ **BigMailer to MINDBODY** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/bigmailer-to-mindbody) - [ **BigMailer to BridgeDb** bridgedb webservices](https://apiant.ai/connect/bigmailer-to-bridgedb) - [ **BigMailer to Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connect/bigmailer-to-salesmap) - [ **BigMailer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bigmailer-to-hubspot) - [ **BigMailer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bigmailer-to-salesforce) - [ **BigMailer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bigmailer-to-slack) ## More into Process Street - [ **HubSpot to Process Street** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-process-street) - [ **Google Calendar to Process Street** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-process-street) - [ **Google Drive to Process Street** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-process-street) - [ **Mailchimp to Process Street** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-process-street) - [ **Pipedrive to Process Street** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-process-street) - [ **ActiveCampaign to Process Street** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-process-street) Questions ## BigMailer and Process Street, 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 Process Street when something happens in BigMailer? Any of Process Street's 10 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Process Street to BigMailer? Yes. When something happens in Process Street, your agent can act in BigMailer too. This page covers both directions: Process Street's triggers and BigMailer's actions are listed here as well. ### ### Do I have to build a connector for BigMailer or Process Street? 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 Process Street 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.