Integration
Connect CleverReach to The Official Board
When New Campaign fires in CleverReach, your agent runs Create Orgchart PDF File in The Official Board. 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 The Official Board 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 can start in The Official Board
When New Campaign in CleverReach
then Create Orgchart PDF File in The Official Board
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 The Official Board
Triggers and actions 3 triggers · 26 actions
- New Campaign
Triggers when a new mailing campaign is created.
- New Subscriber
Triggers when a new subscriber is added to a specified integration list.
- New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
- Add attribute
Create a global attribute.
- Add group
Create a group (receiver list).
- Add mailing
Create a mailing.
- Add Order Item
Add a new order item for subscriber.
- Add subscriber tags
Add tags to a receiver.
- Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
- Delete group
Delete a group (receiver list).
- Delete subscriber
Delete a receiver from a group.
- Delete subscriber tags
Remove tags from a receiver.
- Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
- Get group
Get a group (receiver list) by id.
- Get mailing
Get a mailing by id.
- Get subscriber
Get a receiver by id or email.
- List attributes
List attributes.
- List groups
List all groups (receiver lists).
- List mailings
List mailings.
- List subscribers
List receivers in a group.
- Unsubscribe Email
Unsubscribes an email address from a selected list.
- Update group
Update a group (receiver list).
- Create Orgchart PDF File
Generates a PDF file of the org chart for a company on The Official Board.
- Create Orgchart XSLX File
Generates an Excel (.xlsx) file containing the org chart of the specified company.
- Find companies by name
Finds companies on The Official Board whose name matches the text you give, returning each company's org chart id, industry, country and other details.
- Find executives by name
Searches The Official Board for executives by first and/or last name and returns matching executives with their titles and companies.
- Get Executive Info
Returns an executive's biography: current roles, education, career history and links.
- Get Orgchart Info
Returns a company's org chart: the company details and its list of executives with titles, levels and reporting lines.
- List executive direct colleagues
Returns an executive's direct environment: their boss, direct reports and board members.
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 The Official Board
Questions
CleverReach and The Official Board, 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 The Official Board when something happens in CleverReach?
Any of The Official Board's 7 actions, including Create Orgchart PDF File, Create Orgchart XSLX File, Find companies by name and Find executives by name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Official Board to CleverReach?
The Official Board has no triggers in the catalog today, so automations start in CleverReach. If you need the other direction, ask: your agent reads The Official Board's API documentation and adds it.
Do I have to build a connector for CleverReach or The Official Board?
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 The Official Board 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.