--- title: "Connect Circleback and Credly - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Issue Badge\" in Credly, or \"New issued badge\" in Credly to \"Create Action Item\" in Circleback." canonical: "https://apiant.ai/connect/circleback-to-credly" --- # Connect Circleback and Credly When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Issue Badge** in [Credly](https://apiant.ai/connections/credly), or **New issued badge** in Credly to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Credly **1** trigger Credly **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and Credly 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 Circleback and Credly can do together ### From Circleback to Credly - When **New Action Item** in Circleback then **Issue Badge** in Credly - When **New Meeting** in Circleback then **Add badge template** in Credly ### From Credly to Circleback - When **New issued badge** in Credly then **Create Action Item** in Circleback - When **New issued badge** in Credly then **Update Action Item** in 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 Credly ## Triggers and actions 3 triggers · 42 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **New issued badge** Triggers when a new badge is issued by your Credly organization. - Action **Add badge template** Creates a new badge template in your Credly organization and returns its id. - Action **Add employee** Adds an employee to your Credly Workforce organization and returns the new employee record. - Action **Delete badge template** Deletes a badge template from the Credly organization. - Action **Delete employee** Deletes an employee from your Credly Workforce organization. - Action **Get badge template** Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility. - Action **Get employee** Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id. - Action **Get issued badge** Returns the details of a single issued badge, including its recipient, state, badge template and evidence. - Action **Get organization** Returns the details of the Credly organization this account is connected to. - Action **Issue Badge** Issues a new badge from one of your badge templates to a recipient by email. - Action **List badge templates** Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more. - Action **List employees** Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level. - Action **List endorsements** Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates. - Action **List issued badges** Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order. - Action **List organizations** Returns the Credly organizations visible to the connected account. - Action **Replace issued badge** Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge. - Action **Revoke issued badge** Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge. - Action **Update badge template** Updates an existing badge template in your Credly organization. Only the values you fill in are changed. - Action **Update employee** Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Credly** Credly is the world's largest network of digital credentials.](https://apiant.ai/connections/credly) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into Credly - [ **ActiveCampaign to Credly** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-credly) - [ **Airtable to Credly** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-credly) - [ **Asana to Credly** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-credly) - [ **ClickUp to Credly** 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-credly) - [ **Brevo to Credly** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-credly) - [ **Calendly to Credly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-credly) Questions ## Circleback and Credly, 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 Credly when something happens in Circleback? Any of Credly's 18 actions, including Update badge template, Update employee, Add badge template and Add employee. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Credly to Circleback? Yes. When something happens in Credly, your agent can act in Circleback too. This page covers both directions: Credly's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or Credly? 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 Credly 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.