Integration
Connect Captivated and SourceWhale
When New or Updated Contact fires in Captivated, your agent runs Find Contact in SourceWhale, or Contact Added in SourceWhale to Create or Update Contact in Captivated. 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 Captivated and SourceWhale 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 Captivated and SourceWhale can do together
From Captivated to SourceWhale
When New or Updated Contact in Captivated
then Find Contact in SourceWhale
When New Tag in Captivated
then Get Contact in SourceWhale
From SourceWhale to Captivated
When Contact Added in SourceWhale
then Create or Update Contact in Captivated
When Contact Updated in SourceWhale
then Update Contact in Captivated
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 Captivated and SourceWhale
Triggers and actions 6 triggers · 28 actions
Trigger
New or Updated ContactTriggers when a contact is created or updated in Captivated.
Trigger
New TagTriggers when a new contact tag is created.
Trigger
New TemplateTriggers when a new message template is created.
Action
Create or Update ContactCreates a contact, or updates the matching one, in Captivated.
Action
Create TagCreates a contact tag.
Action
Create TemplateCreates a message template.
Action
Delete ContactDeletes a contact.
Action
Delete TagDeletes a tag.
Action
Get Bulk Job StatusReturns the status and results of a bulk message job.
Action
Get ContactReturns one contact by its ID.
Action
Get MessageReturns one message and its delivery state.
Action
Get TagReturns one tag by its ID.
Action
Get TemplateReturns one message template by its ID.
Action
Get UserReturns one Captivated user by ID.
Action
List ContactsReturns a page of contacts, optionally only those updated since a time.
Action
List Conversation MessagesReturns the messages in one conversation.
Action
List TagsReturns a page of contact tags.
Action
List TemplatesReturns a page of message templates.
Action
Send Bulk MessagesQueues a batch of text messages and returns the bulk job ID.
Action
Send MessageSends a text message from one of your Captivated numbers to a recipient.
Action
Update ContactUpdates the fields you supply on an existing contact.
Action
Update TagRenames or recolors a tag.
Action
Update TemplateUpdates a message template's name or text.
Trigger
Contact AddedTriggers when a new person (candidate or contact) is added in SourceWhale.
Trigger
Contact UpdatedTriggers when a person (candidate or contact) is updated in SourceWhale.
Trigger
New PlacementTriggers when a new placement is created in SourceWhale.
Action
Find activitiesSearches SourceWhale activities using structured filters such as activity type, person, project, company or creation date, and returns the matching activities.
Action
Find CompanyFinds SourceWhale companies whose name starts with the text you give.
Action
Find ContactFinds SourceWhale people whose email address contains the text you give.
Action
Get CompanyReturns one SourceWhale company by ID, with its name, website, industries and size.
Action
Get ContactReturns one SourceWhale person (candidate or contact) by ID, with name, role, location, emails and phones.
Action
Get PlacementReturns one SourceWhale placement by ID, with the person, project, company, dates and rates.
Action
Get ProjectReturns one SourceWhale project (job) by ID, with its name, status, company, location and salary.
Action
List UsersLists the users on your SourceWhale team, with name, email and status.
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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More into SourceWhale
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Questions
Captivated and SourceWhale, answered
What can start an automation from Captivated?
Any of Captivated's 3 triggers in the catalog, including New or Updated Contact, New Tag and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SourceWhale when something happens in Captivated?
Any of SourceWhale's 8 actions, including Find activities, Find Company, Find Contact and Get Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SourceWhale to Captivated?
Yes. When something happens in SourceWhale, your agent can act in Captivated too. This page covers both directions: SourceWhale's triggers and Captivated's actions are listed here as well.
Do I have to build a connector for Captivated or SourceWhale?
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 Captivated and SourceWhale 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.