Integration
Connect Circleback and CleverReach
When New Action Item fires in Circleback, your agent runs Add Order Item in CleverReach, or New Campaign in CleverReach to Create Action Item in Circleback. 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 Circleback and CleverReach 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 Circleback and CleverReach can do together
From Circleback to CleverReach
When New Action Item in Circleback
then Add Order Item in CleverReach
From CleverReach to Circleback
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 Circleback and CleverReach
Triggers and actions 5 triggers · 43 actions
- New Action Item
Triggers when a new action item is created in your Circleback meetings.
- New Meeting
Triggers when a new meeting appears in your Circleback account.
- Create Action Item
Creates a Circleback action item owned by you.
- Create Folder
Creates a shared Circleback folder in a workspace.
- Create Tag
Creates a Circleback tag.
- Delete Action Item
Deletes a Circleback action item.
- Delete Folder
Deletes a shared Circleback folder; its meetings stay with their owners.
- Delete Meeting
Deletes a Circleback meeting you own.
- Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting.
- Get Company
Returns a company by its domain, with its people and external links.
- Get Folder
Returns a Circleback folder with its members, teams and rules.
- Get Meeting
Returns a Circleback meeting with its notes, attendees, recording link and action items.
- Get Meeting Transcript
Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.
- Get Person
Returns a person by profile ID with their profile details.
- Import Meeting
Imports an existing meeting into Circleback with its name and notes.
- List Action Items
Returns action items across your Circleback meetings, optionally filtered by status.
- List Calendar Events
Returns upcoming events from your calendars connected to Circleback.
- List Companies
Returns the companies whose people attend your Circleback meetings.
- List Folders
Returns the Circleback folders you can see.
- List Meetings
Returns a page of your Circleback meetings.
- List People
Returns the people who attend your Circleback meetings, most recent first.
- List Tags
Returns every Circleback tag available to you.
- Search Meetings
Searches your Circleback meetings by name and content.
- Update Action Item
Updates a Circleback action item's title, description or status.
- Update Meeting
Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.
- Update Tag
Updates a Circleback tag's name or description.
- New Campaign
Triggers when a new mailing campaign is created.
- New Subscriber
Triggers when a new subscriber is added to a specified integration list.
- New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
- Add attribute
Create a global attribute.
- Add group
Create a group (receiver list).
- Add mailing
Create a mailing.
- Add Order Item
Add a new order item for subscriber.
- Add subscriber tags
Add tags to a receiver.
- Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
- Delete group
Delete a group (receiver list).
- Delete subscriber
Delete a receiver from a group.
- Delete subscriber tags
Remove tags from a receiver.
- Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
- Get group
Get a group (receiver list) by id.
- Get mailing
Get a mailing by id.
- Get subscriber
Get a receiver by id or email.
- List attributes
List attributes.
- List groups
List all groups (receiver lists).
- List mailings
List mailings.
- List subscribers
List receivers in a group.
- Unsubscribe Email
Unsubscribes an email address from a selected list.
- Update group
Update a group (receiver list).
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
Circleback and CleverReach, answered
What can start an automation from Circleback?
Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CleverReach when something happens in Circleback?
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 Circleback?
Yes. When something happens in CleverReach, your agent can act in Circleback too. This page covers both directions: CleverReach's triggers and Circleback's actions are listed here as well.
Do I have to build a connector for Circleback 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 Circleback and CleverReach 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.