--- title: "Connect Cheddar to CleverReach - APIANT.ai" description: "When \"New Bill Reminder\" fires in Cheddar, your agent runs \"Add Order Item\" in CleverReach." canonical: "https://apiant.ai/connect/cheddar-to-cleverreach" --- # Connect Cheddar to CleverReach When **New Bill Reminder** fires in [Cheddar](https://apiant.ai/connections/cheddar), your agent runs **Add Order Item** in [CleverReach](https://apiant.ai/connections/cleverreach). Describe the whole flow and it is built, tested on every scenario and kept running. Cheddar **8** triggers CleverReach **3** triggers CleverReach **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cheddar and CleverReach 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 Cheddar can start in CleverReach - When **New Bill Reminder** in Cheddar then **Add Order Item** in CleverReach - When **New Subscription** in Cheddar then **Unsubscribe Email** in CleverReach 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 Cheddar and CleverReach ## Triggers and actions 11 triggers · 19 actions - Trigger **New Bill Reminder** The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible. - Trigger **New Customer Delete** A customer record was deleted. - Trigger **New Subscription** The New Subscription event occurs when a new customer is created in Cheddar. - Trigger **New Subscription Billable** The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc. - Trigger **New Subscription Cancellation** Subscription was canceled. - Trigger **New Subscription Change** Subscription pricing plan change occured (upgrade/downgrade). - Trigger **New Subscription Reactivation** A previously canceled subscription has been reactivated. - Trigger **New Transaction** A transaction has been executed or a transaction's status has changed. - Trigger **New Campaign** Triggers when a new mailing campaign is created. - Trigger **New Subscriber** Triggers when a new subscriber is added to a specified integration list. - Trigger **New Unsubscriber** Triggers when any current subscriber unsubscribes from a specified list. - Action **Add attribute** Create a global attribute. - Action **Add group** Create a group (receiver list). - Action **Add mailing** Create a mailing. - Action **Add Order Item** Add a new order item for subscriber. - Action **Add subscriber tags** Add tags to a receiver. - Action **Add/Update Subscriber** Adds a new subscriber in a selected list. Can be used to update an existing subscriber too. - Action **Delete group** Delete a group (receiver list). - Action **Delete subscriber** Delete a receiver from a group. - Action **Delete subscriber tags** Remove tags from a receiver. - Action **Find Subscriber** Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id. - Action **Get group** Get a group (receiver list) by id. - Action **Get mailing** Get a mailing by id. - Action **Get subscriber** Get a receiver by id or email. - Action **List attributes** List attributes. - Action **List groups** List all groups (receiver lists). - Action **List mailings** List mailings. - Action **List subscribers** List receivers in a group. - Action **Unsubscribe Email** Unsubscribes an email address from a selected list. - Action **Update group** Update a group (receiver list). ## Each app on its own - [ **Cheddar** Recurring billing, SaaS subscription management, automated communication, and market intelligence.](https://apiant.ai/connections/cheddar) - [ **CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connections/cleverreach) Reviews ## What our customers say ## More from Cheddar - [ **Cheddar to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cheddar-to-hubspot) - [ **Cheddar to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cheddar-to-salesforce) - [ **Cheddar to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cheddar-to-slack) - [ **Cheddar to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cheddar-to-google-sheets) - [ **Cheddar to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cheddar-to-gmail) - [ **Cheddar to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cheddar-to-google-calendar) ## More into CleverReach - [ **Calendly to CleverReach** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **ActiveCampaign to CleverReach** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cleverreach) - [ **Airtable to CleverReach** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cleverreach) - [ **Asana to CleverReach** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cleverreach) - [ **Brevo to CleverReach** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cleverreach) - [ **Capsule CRM to CleverReach** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-cleverreach) Questions ## Cheddar and CleverReach, answered ### ### What can start an automation from Cheddar? Any of Cheddar's 8 triggers in the catalog, including New Bill Reminder, New Customer Delete, New Subscription and New Subscription Billable. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CleverReach when something happens in Cheddar? Any of CleverReach's 19 actions, including Update group, Add attribute, Add group and Add mailing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CleverReach to Cheddar? CleverReach has no triggers in the catalog today, so automations start in Cheddar. If you need the other direction, ask: your agent reads CleverReach's API documentation and adds it. ### ### Do I have to build a connector for Cheddar or CleverReach? 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 Cheddar and CleverReach without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in CleverReach 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.