--- title: "Connect Clientary and Dotdigital - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Contact Data Field\" in Dotdigital." canonical: "https://apiant.ai/connect/clientary-to-dotdigital" --- # Connect Clientary and Dotdigital When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Contact Data Field** in [Dotdigital](https://apiant.ai/connections/dotdigital), or **Contact Created** in Dotdigital to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Dotdigital **5** triggers Dotdigital **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Dotdigital 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 Clientary and Dotdigital can do together ### From Clientary to Dotdigital - When **New Expense** in Clientary then **Create Contact Data Field** in Dotdigital - When **New Invoice** in Clientary then **Create or Update Contact (Deprecated)** in Dotdigital ### From Dotdigital to Clientary - When **Contact Created** in Dotdigital then **Add contact** in Clientary - When **Campaign Activity** in Dotdigital then **Create Invoice** in Clientary 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 Clientary and Dotdigital ## Triggers and actions 8 triggers · 23 actions - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. - Trigger **Campaign Activity** Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes. - Trigger **Campaign Opens** Triggers when a contact opens the selected email campaign. - Trigger **Contact Created** Triggers when a new contact is created in your Dotdigital account. - Trigger **Contact Suppressed** Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason. - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from your Dotdigital account. - Action **Create a List** Creates a new contact list (address book) in Dotdigital. - Action **Create Contact Data Field** Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts. - Action **Create or Update Contact (Deprecated)** Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations. - Action **Refresh Segment** Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status. - Action **Resubscribe Contact** Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one. - Action **Send Email Campaign** Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time. - Action **Send SMS** Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages. - Action **Send Transactional Email** Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content. - Action **Unsubscribe Contact** Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Dotdigital** Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly...](https://apiant.ai/connections/dotdigital) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Dotdigital - [ **ActiveCampaign to Dotdigital** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-dotdigital) - [ **Airtable to Dotdigital** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-dotdigital) - [ **Asana to Dotdigital** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-dotdigital) - [ **ClickUp to Dotdigital** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-dotdigital) - [ **Discord to Dotdigital** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-dotdigital) - [ **Brevo to Dotdigital** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-dotdigital) Questions ## Clientary and Dotdigital, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dotdigital when something happens in Clientary? Any of Dotdigital's 9 actions, including Create a List, Create Contact Data Field, Create or Update Contact (Deprecated) and Send Email Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dotdigital to Clientary? Yes. When something happens in Dotdigital, your agent can act in Clientary too. This page covers both directions: Dotdigital's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Dotdigital? 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 Clientary and Dotdigital 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.