--- title: "Connect CRM in Cloud and MailUp - APIANT.ai" description: "When \"New or Updated Company\" fires in CRM in Cloud, your agent runs \"Create New Email Message\" in MailUp." canonical: "https://apiant.ai/connect/crm-in-cloud-to-mailup" --- # Connect CRM in Cloud and MailUp When **New or Updated Company** fires in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), your agent runs **Create New Email Message** in [MailUp](https://apiant.ai/connections/mailup), or **New Email Message in List** in MailUp to **Find Anagraphic Emails in List** in CRM in Cloud. Describe the whole flow and it is built, tested on every scenario and kept running. CRM in Cloud **4** triggers CRM in Cloud **7** actions MailUp **4** triggers MailUp **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRM in Cloud and MailUp 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 CRM in Cloud and MailUp can do together ### From CRM in Cloud to MailUp - When **New or Updated Company** in CRM in Cloud then **Create New Email Message** in MailUp - When **New or Updated Contact** in CRM in Cloud then **Send Message to Email Address** in MailUp ### From MailUp to CRM in Cloud - When **New Email Message in List** in MailUp then **Find Anagraphic Emails in List** in CRM in Cloud - When **New Group** in MailUp then **Create or Update Contact** in CRM in Cloud 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 CRM in Cloud and MailUp ## Triggers and actions 8 triggers · 32 actions - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. - Trigger **New Email Message in List** A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific. - Trigger **New Group** New group added to the specified list. MailUp is a multi-list environment and groups are list-specific. - Trigger **New Recipient Subscribed** There is a new subscriber in the specified list. MailUp is a multi-list environment. - Trigger **New Recipient Unsubscribed** A recipient unsubscribed from the specified list. MailUp is a multi-list environment. - Action **Add list** Create a new list. POST Console/List - Action **Add Recipient to Group** Add recipient to the specified group on the list. - Action **Add Recipient to List** Adds a new recipient to the specified list as a subscriber. - Action **Create New Email Message** Create a new email message on the specified list. - Action **Create New Group** Add a new group to the specified list. MailUp is a multi-list environment. - Action **Delete email message** Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message} - Action **Delete group** Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group} - Action **Delete list** Delete a list. DELETE Console/List/{id_List} - Action **Get email message** Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message} - Action **Get list** Retrieve list details by id. GET Console/List/{id_List} - Action **List email messages** Retrieve email messages of a list. GET Console/List/{id_List}/Emails - Action **List Email Message Sendings** lists the sendings (send tasks, with recipients count and status) created for an email message. - Action **List Group Recipients** Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields. - Action **List groups** Retrieve groups of a list. GET Console/List/{id_List}/Groups - Action **List lists** Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc - Action **List subscribed recipients** Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed - Action **Remove recipient from group** Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient} - Action **Remove Recipient From List** This method unsubscribe the given recipient from the specified list. - Action **Send Message to Email Address** Sends the specified message (previously created in MailUp in the specified List) to the email address specified. - Action **Send Message to Group** Send a message to a predefined group in the specified list. - Action **Send message to list** Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send - Action **Unsubscribe recipient from list** Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient} - Action **Update email message** Modify an email message. PUT Console/List/{id_List}/Email/{id_Message} - Action **Update group** Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group} - Action **Update list** Modify details of a list. PUT Console/List/{id_List} ## Each app on its own - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) - [ **MailUp** MailUp is your complete email delivery solution.](https://apiant.ai/connections/mailup) Reviews ## What our customers say ## More from CRM in Cloud - [ **CRM in Cloud to Dungeons and Dragons (Alternate)** Open5e is a database of Dungeons and Dragons 5th Edition content drawn from the System Reference Document...](https://apiant.ai/connect/crm-in-cloud-to-dungeons-and-dragons-alternate) - [ **CRM in Cloud to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/crm-in-cloud-to-ip-api) - [ **CRM in Cloud to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crm-in-cloud-to-hubspot) - [ **CRM in Cloud to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crm-in-cloud-to-salesforce) - [ **CRM in Cloud to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/crm-in-cloud-to-slack) - [ **CRM in Cloud to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/crm-in-cloud-to-google-sheets) ## More into MailUp - [ **HubSpot to MailUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailup) - [ **Google Sheets to MailUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mailup) - [ **Gmail to MailUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailup) - [ **Google Calendar to MailUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailup) - [ **Google Drive to MailUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mailup) - [ **Mailchimp to MailUp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mailup) Questions ## CRM in Cloud and MailUp, answered ### ### What can start an automation from CRM in Cloud? Any of CRM in Cloud's 4 triggers in the catalog, including New or Updated Company, New or Updated Contact, New or Updated Lead and New or Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MailUp when something happens in CRM in Cloud? Any of MailUp's 25 actions, including Create New Email Message, Create New Group, Send Message to Email Address and Send Message to Group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MailUp to CRM in Cloud? Yes. When something happens in MailUp, your agent can act in CRM in Cloud too. This page covers both directions: MailUp's triggers and CRM in Cloud's actions are listed here as well. ### ### Do I have to build a connector for CRM in Cloud or MailUp? 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 CRM in Cloud and MailUp 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.