--- title: "Connect Campaign Refinery and FileMaker - APIANT.ai" description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Duplicate Record\" in FileMaker." canonical: "https://apiant.ai/connect/campaign-refinery-to-filemaker" --- # Connect Campaign Refinery and FileMaker When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Duplicate Record** in [FileMaker](https://apiant.ai/connections/filemaker), or **New Record** in FileMaker to **Create Custom Attribute** in Campaign Refinery. Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Refinery **5** triggers Campaign Refinery **13** actions FileMaker **1** trigger FileMaker **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Campaign Refinery and FileMaker 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 Campaign Refinery and FileMaker can do together ### From Campaign Refinery to FileMaker - When **New Custom Attribute** in Campaign Refinery then **Duplicate Record** in FileMaker - When **New Custom Attribute Group** in Campaign Refinery then **Get Record** in FileMaker ### From FileMaker to Campaign Refinery - When **New Record** in FileMaker then **Create Custom Attribute** in Campaign Refinery - When **New Record** in FileMaker then **Create Custom Attribute Group** in Campaign Refinery 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 FileMaker ## Triggers and actions 6 triggers ยท 17 actions - Trigger **New Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. - Trigger **New Record** Triggers when a new record is added to a FileMaker layout's table. - Action **Delete Record** Deletes a record from a FileMaker layout's table. - Action **Duplicate Record** Creates a copy of an existing record in a FileMaker layout's table and returns the new record's ID. - Action **Get Record** Returns one record from a FileMaker layout by its record ID, including its field values and related portal rows. - Action **Run Script** Runs a FileMaker script in the database and returns the script's result. ## Each app on its own - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) - [ **FileMaker** FileMaker integrates a database engine with a graphical user interface (GUI) and security features, allowing...](https://apiant.ai/connections/filemaker) Reviews ## What our customers say ## More from Campaign Refinery - [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce) - [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack) - [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator) - [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp) - [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot) - [ **Campaign Refinery to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/campaign-refinery-to-google-sheets) ## More into FileMaker - [ **ActiveCampaign to FileMaker** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-filemaker) - [ **Airtable to FileMaker** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-filemaker) - [ **Asana to FileMaker** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-filemaker) - [ **ClickUp to FileMaker** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-filemaker) - [ **Discord to FileMaker** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-filemaker) - [ **Brevo to FileMaker** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-filemaker) Questions ## Campaign Refinery and FileMaker, 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 FileMaker when something happens in Campaign Refinery? Any of FileMaker's 4 actions, including Duplicate Record, Get Record, Run Script and Delete Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FileMaker to Campaign Refinery? Yes. When something happens in FileMaker, your agent can act in Campaign Refinery too. This page covers both directions: FileMaker's triggers and Campaign Refinery's actions are listed here as well. ### ### Do I have to build a connector for Campaign Refinery or FileMaker? 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 FileMaker 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.