--- title: "Connect CleverReach to HappyDesk - APIANT.ai" description: "When \"New Campaign\" fires in CleverReach, your agent runs \"Add User\" in HappyDesk." canonical: "https://apiant.ai/connect/cleverreach-to-happydesk" --- # Connect CleverReach to HappyDesk When **New Campaign** fires in [CleverReach](https://apiant.ai/connections/cleverreach), your agent runs **Add User** in [HappyDesk](https://apiant.ai/connections/happydesk). Describe the whole flow and it is built, tested on every scenario and kept running. CleverReach **3** triggers CleverReach **19** actions HappyDesk **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CleverReach and HappyDesk 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 CleverReach can start in HappyDesk - When **New Campaign** in CleverReach then **Add User** in HappyDesk 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 HappyDesk ## Triggers and actions 3 triggers · 20 actions - Trigger **New Campaign** Triggers when a new mailing campaign is created. - Trigger **New Subscriber** Triggers when a new subscriber is added to a specified integration list. - Trigger **New Unsubscriber** Triggers when any current subscriber unsubscribes from a specified list. - Action **Add attribute** Create a global attribute. - Action **Add group** Create a group (receiver list). - Action **Add mailing** Create a mailing. - Action **Add Order Item** Add a new order item for subscriber. - Action **Add subscriber tags** Add tags to a receiver. - Action **Add/Update Subscriber** Adds a new subscriber in a selected list. Can be used to update an existing subscriber too. - Action **Delete group** Delete a group (receiver list). - Action **Delete subscriber** Delete a receiver from a group. - Action **Delete subscriber tags** Remove tags from a receiver. - Action **Find Subscriber** Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id. - Action **Get group** Get a group (receiver list) by id. - Action **Get mailing** Get a mailing by id. - Action **Get subscriber** Get a receiver by id or email. - Action **List attributes** List attributes. - Action **List groups** List all groups (receiver lists). - Action **List mailings** List mailings. - Action **List subscribers** List receivers in a group. - Action **Unsubscribe Email** Unsubscribes an email address from a selected list. - Action **Update group** Update a group (receiver list). - Action **Add User** Creates a contact (user) in HappyDesk with an email address and name. ## Each app on its own - [ **CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connections/cleverreach) - [ **HappyDesk** HappyDesk is a helpdesk system with multiple communication options.](https://apiant.ai/connections/happydesk) Reviews ## What our customers say ## More from CleverReach - [ **CleverReach to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cleverreach-to-hubspot) - [ **CleverReach to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cleverreach-to-salesforce) - [ **CleverReach to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cleverreach-to-slack) - [ **CleverReach to Google Sheets** Google Sheets](https://apiant.ai/connect/cleverreach-to-google-sheets) - [ **CleverReach to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cleverreach-to-gmail) - [ **CleverReach to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cleverreach-to-google-calendar) ## More into HappyDesk - [ **HubSpot to HappyDesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-happydesk) - [ **Salesforce to HappyDesk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-happydesk) - [ **Slack to HappyDesk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-happydesk) - [ **Google Sheets to HappyDesk** Google Sheets](https://apiant.ai/connect/google-sheets-to-happydesk) - [ **Gmail to HappyDesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-happydesk) - [ **Google Calendar to HappyDesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-happydesk) Questions ## CleverReach and HappyDesk, 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 HappyDesk when something happens in CleverReach? Any of HappyDesk's 1 action, including Add User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HappyDesk to CleverReach? HappyDesk has no triggers in the catalog today, so automations start in CleverReach. If you need the other direction, ask: your agent reads HappyDesk's API documentation and adds it. ### ### Do I have to build a connector for CleverReach or HappyDesk? 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 HappyDesk 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.