Integration
Connect Campaign Refinery to Dex
When New Custom Attribute fires in Campaign Refinery, your agent runs Tag Contact in Dex. 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 Campaign Refinery and Dex 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 Campaign Refinery can start in Dex
When New Custom Attribute in Campaign Refinery
then Tag Contact in Dex
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 Campaign Refinery and Dex
Triggers and actions 5 triggers · 39 actions
- New Custom Attribute
Triggers when there is a new custom attribute.
- New Custom Attribute Group
Triggers when there is a new custom attribute group.
- New Form
Triggers when there is a new form.
- New Goal
Triggers when there is a new goal.
- New Tag
Triggers when a new tag is created.
- Create Custom Attribute
Creates a custom attribute.
- Create Custom Attribute Group
Creates a custom attribute group.
- Create Form
Creates a form.
- Create Goal
Creates a goal.
- Create Tag
Creates a tag.
- Delete Tag
Schedules a tag for deletion.
- Find Custom Attribute
Finds a custom attribute by key.
- Find Form
Finds a form by name.
- Find Goal
Finds a goal by name.
- Find Tag
Finds a tag by name.
- Update Custom Attribute
Updates a custom attribute.
- Update Form
Updates a form.
- Update Goal
Updates a goal.
- Create Group
Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.
- Create Note
Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.
- Create Tag
Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.
- Delete company
Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.
- Delete Contact
Permanently deletes a contact from Dex.
- Delete note
Deletes a note from your Dex timeline.
- Delete reminder
Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.
- Delete tag
Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.
- Find Contact
Finds contacts whose full name matches the text you enter and returns the matching contacts.
- Find Group
Finds groups in Dex whose name matches the search text.
- Find notes by keyword
Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.
- Find Tag
Finds tags in Dex whose names match the search text and returns them, with the first match separately.
- Get company
Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.
- Get contact
Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.
- Get note
Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.
- Get reminder
Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.
- Get tag
Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.
- List companies
Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.
- List contacts
Returns the contacts in your Personal Dex or in a chosen workspace.
- List groups
Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.
- List reminders
Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.
- List tags
Returns all tags in your Dex account, optionally with how many contacts carry each tag.
- Tag Contact
Assigns an existing tag to a contact in Dex.
- Update note
Updates an existing Dex note. Only the fields you fill in are changed.
- Update reminder
Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.
- Update tag
Renames an existing tag in Dex.
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
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Questions
Campaign Refinery and Dex, answered
What can start an automation from Campaign Refinery?
Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dex when something happens in Campaign Refinery?
Any of Dex's 26 actions, including Create Group, Create Note, Create Tag and Update note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dex to Campaign Refinery?
Dex has no triggers in the catalog today, so automations start in Campaign Refinery. If you need the other direction, ask: your agent reads Dex's API documentation and adds it.
Do I have to build a connector for Campaign Refinery or Dex?
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 Campaign Refinery and Dex 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.