--- title: "Connect Circleback to Reloadify - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Add order\" in Reloadify." canonical: "https://apiant.ai/connect/circleback-to-reloadify" --- # Connect Circleback to Reloadify When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Add order** in [Reloadify](https://apiant.ai/connections/reloadify). Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions Reloadify **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 Reloadify 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 Reloadify - When **New Action Item** in Circleback then **Add order** in Reloadify - When **New Meeting** in Circleback then **Get order** in Reloadify 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 Reloadify ## 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 global unsubscribe** Globally unsubscribes a profile (by email or profile id) from all Reloadify mailings for a language, or re-subscribes it. - Action **Add order** Creates or updates an order in Reloadify for a language, linked to an existing profile. - Action **Add product** Creates a product in a Reloadify language (shop), or updates it when a product with the same id already exists. - Action **Add shopping cart** Creates or updates a shopping cart for a customer profile in a Reloadify language (shop), e.g. to power abandoned-cart emails. - Action **Create Profile** Creates a profile in a Reloadify language, or updates the existing profile with the same email. - Action **Delete product** Hides a product in a Reloadify language. The product is kept so existing order lines still reference it; send it again as visible to show it. - Action **Delete profile** Deletes a profile (contact) from a Reloadify language by its id. - Action **Find profiles** Finds profiles in a Reloadify language by email address and/or creation and update dates. - Action **Get order** Returns a single order, including its products, totals, status and custom attributes, by its ID within a store language. - Action **Get product** Returns a single product from your Reloadify store by its ID, including price, images, brand, categories and custom attributes. - Action **Get profile** Returns a single Reloadify profile (contact) by its ID, including subscription status, address details and custom attributes. - Action **Get shopping cart** Returns a shopping cart by its ID, including its profile, products, price, recovery link and custom attributes. - Action **List languages** Returns the languages (shops) configured in your Reloadify account, with each language's id, name, code and active status. - Action **List orders** Returns the orders recorded for a store language, optionally filtered by when they were created or updated. - Action **List products** Returns the products in a store language, optionally filtered by when they were created or updated. - Action **List segments** Returns the segments defined in your Reloadify account, optionally limited to one language. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **Reloadify** Send personal e-mails and transform one-time-buyers into lifelong customers.](https://apiant.ai/connections/reloadify) 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 Reloadify - [ **HubSpot to Reloadify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-reloadify) - [ **Salesforce to Reloadify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-reloadify) - [ **Slack to Reloadify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-reloadify) - [ **Google Sheets to Reloadify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-reloadify) - [ **Gmail to Reloadify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-reloadify) - [ **Google Calendar to Reloadify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-reloadify) Questions ## Circleback and Reloadify, 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 Reloadify when something happens in Circleback? Any of Reloadify's 16 actions, including Create Profile, Add global unsubscribe, Add order and Add product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Reloadify to Circleback? Reloadify has no triggers in the catalog today, so automations start in Circleback. If you need the other direction, ask: your agent reads Reloadify's API documentation and adds it. ### ### Do I have to build a connector for Circleback or Reloadify? 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 Reloadify 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.