Integration
Connect CleverReach and Filestage
When New Campaign fires in CleverReach, your agent runs Create Project in Filestage, or When a Reviewer Is Invited to a Reviewer Group in Filestage to Add group in CleverReach. 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 CleverReach and Filestage 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 CleverReach and Filestage can do together
From CleverReach to Filestage
When New Campaign in CleverReach
then Create Project in Filestage
When New Subscriber in CleverReach
then Get Project by ID in Filestage
From Filestage to CleverReach
When When a Reviewer Is Invited to a Reviewer Group in Filestage
then Add group in CleverReach
When When a Reviewer Is Invited to a Reviewer Group in Filestage
then Update group 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 CleverReach and Filestage
Triggers and actions 4 triggers · 28 actions
Trigger
New CampaignTriggers when a new mailing campaign is created.
Trigger
New SubscriberTriggers when a new subscriber is added to a specified integration list.
Trigger
New UnsubscriberTriggers when any current subscriber unsubscribes from a specified list.
Action
Add attributeCreate a global attribute.
Action
Add groupCreate a group (receiver list).
Action
Add mailingCreate a mailing.
Action
Add Order ItemAdd a new order item for subscriber.
Action
Add subscriber tagsAdd tags to a receiver.
Action
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Delete groupDelete a group (receiver list).
Action
Delete subscriberDelete a receiver from a group.
Action
Delete subscriber tagsRemove tags from a receiver.
Action
Find SubscriberSearch for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
Action
Get groupGet a group (receiver list) by id.
Action
Get mailingGet a mailing by id.
Action
Get subscriberGet a receiver by id or email.
Action
List attributesList attributes.
Action
List groupsList all groups (receiver lists).
Action
List mailingsList mailings.
Action
List subscribersList receivers in a group.
Action
Unsubscribe EmailUnsubscribes an email address from a selected list.
Action
Update groupUpdate a group (receiver list).
Trigger
When a Reviewer Is Invited to a Reviewer GroupTriggers when a reviewer is invited to a reviewer group.
Action
Add Reviewers to Reviewer GroupInvites reviewers by email to a reviewer group in a Filestage project.
Action
Create FolderCreates a new folder in your Filestage workspace for organizing projects.
Action
Create ProjectCreates a new project in Filestage with the given name.
Action
Create Reviewer GroupCreates a new reviewer group in a Filestage project.
Action
Get Folder by IDReturns a Filestage folder by its ID, including its name and details.
Action
Get FoldersReturns all folders in your Filestage team.
Action
Get Project by IDReturns a Filestage project, including its name and details, by its ID.
Action
Get ProjectsReturns the projects in your Filestage team.
Action
Get Reviewer Groups by ProjectReturns the reviewer groups set up in a Filestage project.
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
More from CleverReach
CleverReach to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CleverReach to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CleverReach to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CleverReach to Google SheetsGoogle Sheets
CleverReach to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CleverReach to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Filestage
ActiveCampaign to FilestageActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FilestageOrganize anything with Airtable, a modern database created for everyone.
Asana to FilestageAsana is a collaborative information manager for workspace.
ClickUp to FilestageClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FilestageDiscord is an all-in-one voice and text chat for gamers.
Brevo to FilestageBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
CleverReach and Filestage, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filestage when something happens in CleverReach?
Any of Filestage's 9 actions, including Create Folder, Create Project, Create Reviewer Group and Add Reviewers to Reviewer Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filestage to CleverReach?
Yes. When something happens in Filestage, your agent can act in CleverReach too. This page covers both directions: Filestage's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach or Filestage?
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 CleverReach and Filestage 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.