Integration
Connect CleverReach and MiniCRM
When New Campaign fires in CleverReach, your agent runs Create Contact in MiniCRM, or New Card in MiniCRM to Add Order Item 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 MiniCRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 MiniCRM can do together
From CleverReach to MiniCRM
When New Campaign in CleverReach
then Create Contact in MiniCRM
When New Subscriber in CleverReach
then Update Contact in MiniCRM
From MiniCRM to CleverReach
When New Card in MiniCRM
then Add Order Item in CleverReach
When New Contact in MiniCRM
then Unsubscribe Email 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 MiniCRM
Triggers and actions 7 triggers · 39 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
New CardTriggers when a new card is created in the selected module.
Trigger
New ContactTriggers when a new company or person contact is created in MiniCRM.
Trigger
Updated CardTriggers when a card in the selected module is created or updated, including status changes.
Trigger
Updated ContactTriggers when a company or person contact is created or updated in MiniCRM.
Action
Create AddressAdds a postal address to a contact or company and returns its ID.
Action
Create CardCreates a new card in a module for a contact and returns its ID.
Action
Create ContactCreates a company or person contact in MiniCRM and returns its ID.
Action
Create To-DoCreates a to-do on a card and returns its ID.
Action
Find CardsSearches cards in a module, optionally by main contact or status, and returns the matches.
Action
Find ContactsSearches companies and contacts by name, email, phone or free text and returns the matches.
Action
Get AddressReturns a postal address by its ID.
Action
Get CardReturns a card (project) with its module, contact, status and owner.
Action
Get ContactReturns a company or person contact by its MiniCRM ID.
Action
Get TemplateReturns a template with its name, subject and content.
Action
Get To-DoReturns a to-do with its card, assignee, status and deadline.
Action
List AddressesLists the postal addresses of a contact or company.
Action
List ModulesLists the modules (card categories) in your MiniCRM system with their IDs.
Action
List TemplatesLists the email and document templates of a module.
Action
List To-DosLists the to-dos on a card, optionally only open or closed ones.
Action
Update AddressUpdates a postal address. Only the fields you fill in are changed.
Action
Update Card FieldUpdates one data field on a card, such as its name, owner or a module-specific field.
Action
Update Card StatusMoves a card to a new status.
Action
Update ContactUpdates a company or person contact in MiniCRM. Only the fields you fill in are changed.
Action
Update To-DoUpdates or closes a to-do. Only the fields you fill in are changed.
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
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Questions
CleverReach and MiniCRM, 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 MiniCRM when something happens in CleverReach?
Any of MiniCRM's 20 actions, including Create Address, Create Card, Create Contact and Create To-Do. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MiniCRM to CleverReach?
Yes. When something happens in MiniCRM, your agent can act in CleverReach too. This page covers both directions: MiniCRM's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach or MiniCRM?
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 MiniCRM 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.