--- title: "Connect CleverReach and Plutio - APIANT.ai" description: "When \"New Campaign\" fires in CleverReach, your agent runs \"Create a Task\" in Plutio, or \"New Block\" in Plutio to \"Add Order Item\" in CleverReach." canonical: "https://apiant.ai/connect/cleverreach-to-plutio" --- # Connect CleverReach and Plutio When **New Campaign** fires in [CleverReach](https://apiant.ai/connections/cleverreach), your agent runs **Create a Task** in [Plutio](https://apiant.ai/connections/plutio), or **New Block** in Plutio to **Add Order Item** in CleverReach. Describe the whole flow and it is built, tested on every scenario and kept running. CleverReach **3** triggers CleverReach **19** actions Plutio **4** triggers Plutio **17** actions 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 Plutio 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 and Plutio can do together ### From CleverReach to Plutio - When **New Campaign** in CleverReach then **Create a Task** in Plutio - When **New Subscriber** in CleverReach then **Create Invoice** in Plutio ### From Plutio to CleverReach - When **New Block** in Plutio then **Add Order Item** in CleverReach - When **New Task** in Plutio 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 Plutio ## Triggers and actions 7 triggers · 36 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). - Trigger **New Block** Triggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice. - Trigger **New Task** Triggers when a new task is created in your Plutio workspace. - Trigger **New Task Board** Triggers when a new task board is created in your Plutio workspace. - Trigger **New Task Group** Triggers when a new task group is created in Plutio. - Action **Create a Task** Creates a task on a project's task board in Plutio and returns the new task. - Action **Create Block** Creates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block. - Action **Create Invoice** Creates a draft invoice in Plutio for a client person or company. Line items are added separately. - Action **Create Person** Creates a new person (client, lead or team member) in your Plutio workspace and returns the created record. - Action **Create Project** Creates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board. - Action **Create Task Board** Creates a new task board in Plutio, optionally inside a project. - Action **Create Task Group** Creates a new task group (a column or section) on a Plutio task board and returns the created group. - Action **Delete Block** Permanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice. - Action **Delete Invoice** Permanently deletes an invoice from your Plutio workspace. - Action **Find Person** Finds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches. - Action **Get Task** Returns a single task by its id, including its custom field values. - Action **Move a Task** Moves a task to a different task group, task board or project. - Action **Retrieve Block/Blocks** Returns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice. - Action **Retrieve Person/People** Returns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query. - Action **Update a Task** Updates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same. - Action **Update Invoice** Updates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are. - Action **Update Person** Updates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed. ## 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) - [ **Plutio** Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid...](https://apiant.ai/connections/plutio) 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 Plutio - [ **Ontraport to Plutio** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-plutio) - [ **HubSpot to Plutio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plutio) - [ **Google Sheets to Plutio** Google Sheets](https://apiant.ai/connect/google-sheets-to-plutio) - [ **Gmail to Plutio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plutio) - [ **Google Calendar to Plutio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plutio) - [ **Google Drive to Plutio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plutio) Questions ## CleverReach and Plutio, 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 Plutio when something happens in CleverReach? Any of Plutio's 17 actions, including Create a Task, Create Block, Create Invoice and Create Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Plutio to CleverReach? Yes. When something happens in Plutio, your agent can act in CleverReach too. This page covers both directions: Plutio's triggers and CleverReach's actions are listed here as well. ### ### Do I have to build a connector for CleverReach or Plutio? 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 Plutio 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.