--- title: "Connect Circleback to Pointerpro - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add contact\" in Pointerpro." canonical: "https://apiant.ai/connect/circleback-to-pointerpro" --- # Connect Circleback to Pointerpro When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add contact** in [Pointerpro](https://apiant.ai/connections/pointerpro). Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Pointerpro **16** 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 Pointerpro 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 can start in Pointerpro - When **New Action Item** in Circleback then **Add contact** in Pointerpro - When **New Meeting** in Circleback then **Add contact list** in Pointerpro 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 Pointerpro ## Triggers and actions 2 triggers · 40 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. - Action **Add contact** Creates a contact in Pointerpro, or updates the existing contact with the same email address. - Action **Add contact list** Creates a new contact list in Pointerpro. - Action **Add contacts to contact list** Adds one or more contacts to one or more Pointerpro contact lists. - Action **Add user** Creates a user in your Pointerpro team with the given name, email, role and permissions. - Action **Delete contact** Deletes a contact from your Pointerpro account. - Action **Delete contact list** Deletes a contact list from your Pointerpro account. - Action **Get contact** Returns a single contact (respondent) by its unique identifier, including name, email, language and custom fields. - Action **Get contact list** Returns a contact list's name, integration id and unique identifier. - Action **Get survey** Returns a survey (questionnaire) with its question blocks, questions, custom fields, outcomes and formulas. - Action **Get survey response** Returns a single survey response, including the respondent, each question's answer, scores and outcomes. - Action **List contacts in contact list** Returns the contacts that belong to a Pointerpro contact list. - Action **List survey responses** Returns the responses submitted to a survey, optionally limited to a date range. - Action **Send email invitation** Sends a Pointerpro survey email invitation to one or more contacts. - Action **Send report email** Emails a Pointerpro report, generated from a report template for a given survey response. - Action **Update Contact** Updates an existing Pointerpro contact's name, email, language and other details. - Action **Update contact list** Updates the name or integration ID of an existing Pointerpro contact list. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Pointerpro** Pointerpro is an easy-to-use tool to create fun, mobile and interactive surveys & quizzes.](https://apiant.ai/connections/pointerpro) 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 Pointerpro - [ **HubSpot to Pointerpro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pointerpro) - [ **Salesforce to Pointerpro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pointerpro) - [ **Slack to Pointerpro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pointerpro) - [ **Google Sheets to Pointerpro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pointerpro) - [ **Gmail to Pointerpro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pointerpro) - [ **Google Calendar to Pointerpro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pointerpro) Questions ## Circleback and Pointerpro, 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 Pointerpro when something happens in Circleback? Any of Pointerpro's 16 actions, including Send email invitation, Send report email, Update Contact and Update contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pointerpro to Circleback? Pointerpro has no triggers in the catalog today, so automations start in Circleback. If you need the other direction, ask: your agent reads Pointerpro's API documentation and adds it. ### ### Do I have to build a connector for Circleback or Pointerpro? 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 Pointerpro 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.