---
title: "Connect Campaign Refinery and GoSquared - APIANT.ai"
description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Track Event\" in GoSquared."
canonical: "https://apiant.ai/connect/campaign-refinery-to-gosquared"
---

# Connect Campaign Refinery and GoSquared

When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Track Event** in [GoSquared](https://apiant.ai/connections/gosquared), or **User Entered Smart Group** in GoSquared to **Create Custom Attribute Group** 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 GoSquared **2** triggers GoSquared **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 Campaign Refinery and GoSquared 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 GoSquared can do together

### From Campaign Refinery to GoSquared

- When **New Custom Attribute** in Campaign Refinery then **Track Event** in GoSquared
- When **New Custom Attribute Group** in Campaign Refinery then **Add transaction** in GoSquared

### From GoSquared to Campaign Refinery

- When **User Entered Smart Group** in GoSquared then **Create Custom Attribute Group** in Campaign Refinery
- When **User Exited Smart Group** in GoSquared then **Create Custom Attribute** 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 GoSquared

## Triggers and actions 7 triggers · 23 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

**User Entered Smart Group**

Triggers when a user enters a specific Smart Group.

- Trigger

**User Exited Smart Group**

Triggers when a user exits a specific Smart Group.

- Action

**Add transaction**

Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor.

- Action

**Create or Update Profile**

Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties.

- Action

**Get now overview**

Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages.

- Action

**Get person**

Returns a single People CRM profile with all the properties set on it.

- Action

**List chats**

Returns the active live chat conversations for a GoSquared project.

- Action

**List people**

Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted.

- Action

**List sites**

Returns all GoSquared projects/sites the account owns or has shared access to.

- Action

**List smart groups**

Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies.

- Action

**Track Event**

Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor.

- Action

**Track Pageview**

Records a pageview for a visitor on a page of your GoSquared project.

## 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)
- [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared)

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](https://apiant.ai/connect/campaign-refinery-to-google-sheets)

## More into GoSquared

- [ **Google Sheets to GoSquared** Google Sheets](https://apiant.ai/connect/google-sheets-to-gosquared)
- [ **Gmail to GoSquared** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gosquared)
- [ **Google Calendar to GoSquared** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gosquared)
- [ **Google Drive to GoSquared** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gosquared)
- [ **ActiveCampaign to GoSquared** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gosquared)
- [ **Airtable to GoSquared** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gosquared)

Questions

## Campaign Refinery and GoSquared, 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 GoSquared when something happens in Campaign Refinery?

Any of GoSquared's 10 actions, including Create or Update Profile, Add transaction, Get now overview and Get person. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from GoSquared to Campaign Refinery?

Yes. When something happens in GoSquared, your agent can act in Campaign Refinery too. This page covers both directions: GoSquared's triggers and Campaign Refinery's actions are listed here as well.

###

### Do I have to build a connector for Campaign Refinery or GoSquared?

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 GoSquared 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.
