--- title: "Connect Craftboxx and TouchBasePro - APIANT.ai" description: "When \"New Appointment\" fires in Craftboxx, your agent runs \"Send Smart Email\" in TouchBasePro." canonical: "https://apiant.ai/connect/craftboxx-to-touchbasepro" --- # Connect Craftboxx and TouchBasePro When **New Appointment** fires in [Craftboxx](https://apiant.ai/connections/craftboxx), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro to **Create Customer and Mailing-Address** in Craftboxx. Describe the whole flow and it is built, tested on every scenario and kept running. Craftboxx **10** triggers Craftboxx **9** actions TouchBasePro **3** triggers TouchBasePro **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Craftboxx and TouchBasePro 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 Craftboxx and TouchBasePro can do together ### From Craftboxx to TouchBasePro - When **New Appointment** in Craftboxx then **Send Smart Email** in TouchBasePro - When **New Article** in Craftboxx then **Add List** in TouchBasePro ### From TouchBasePro to Craftboxx - When **New Subscriber** in TouchBasePro then **Create Customer and Mailing-Address** in Craftboxx - When **Updated Subscriber** in TouchBasePro then **Update Customer and Mailing-Address** in Craftboxx 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 Craftboxx and TouchBasePro ## Triggers and actions 13 triggers · 15 actions - Trigger **New Appointment** Triggers when a new Appointment is created in Craftboxx. - Trigger **New Article** Triggers when a new Article is created in Craftboxx. - Trigger **New Customer** Triggers when a new Customer is created in Craftboxx. - Trigger **New Customer Address** Triggers when a new Customer Address is created in Craftboxx. - Trigger **New Project** Triggers when a new Project is created in Craftboxx. - Trigger **Updated Appointment** Triggers when an Appointment is updated in Craftboxx. - Trigger **Updated Article** Triggers when an Article is updated in Craftboxx. - Trigger **Updated Customer** Triggers when a Customer is updated in Craftboxx. - Trigger **Updated Customer Address** Triggers when a Customer Address is updated in Craftboxx. - Trigger **Updated Project** Triggers when an Project is updated in Craftboxx. - Action **Create Article** Creates a new Article in Craftboxx - Action **Create Customer and Mailing-Address** Creates a new Customer and it's Mailing-Address in Craftboxx - Action **Create Project and Appointment** Creates a new Project and it's Appointment in Craftboxx - Action **Search Article** Finds an Article based on the provided search criteria in Craftboxx. - Action **Search Customer** Finds a Customer based on the provided search criteria in Craftboxx. - Action **Search Project** Finds a Project based on the provided search criteria in Craftboxx. - Action **Update Article** Updates an Article in Craftboxx - Action **Update Customer and Mailing-Address** Updates a Customer and it's Mailing-Address in Craftboxx - Action **Update Project and Appointment** Updates a Project and it's Appointment in Craftboxx - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## Each app on its own - [ **Craftboxx** Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem...](https://apiant.ai/connections/craftboxx) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) Reviews ## What our customers say ## More from Craftboxx - [ **Craftboxx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/craftboxx-to-hubspot) - [ **Craftboxx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/craftboxx-to-salesforce) - [ **Craftboxx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/craftboxx-to-slack) - [ **Craftboxx to Google Sheets** Google Sheets](https://apiant.ai/connect/craftboxx-to-google-sheets) - [ **Craftboxx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/craftboxx-to-gmail) - [ **Craftboxx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/craftboxx-to-google-calendar) ## More into TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## Craftboxx and TouchBasePro, answered ### ### What can start an automation from Craftboxx? Any of Craftboxx's 10 triggers in the catalog, including New Appointment, New Article, New Customer and New Customer Address. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TouchBasePro when something happens in Craftboxx? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to Craftboxx? Yes. When something happens in TouchBasePro, your agent can act in Craftboxx too. This page covers both directions: TouchBasePro's triggers and Craftboxx's actions are listed here as well. ### ### Do I have to build a connector for Craftboxx or TouchBasePro? 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 Craftboxx and TouchBasePro 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.