--- title: "Connect Datalyse and iDigBio - APIANT.ai" description: "When \"Lead Updated\" fires in Datalyse, your agent runs \"Find media records\" in iDigBio." canonical: "https://apiant.ai/connect/datalyse-to-idigbio" --- # Connect Datalyse and iDigBio When **Lead Updated** fires in [Datalyse](https://apiant.ai/connections/datalyse), your agent runs **Find media records** in [iDigBio](https://apiant.ai/connections/idigbio), or **New record** in iDigBio to **Add Note to an Existing Lead** in Datalyse. Describe the whole flow and it is built, tested on every scenario and kept running. Datalyse **2** triggers Datalyse **6** actions iDigBio **1** trigger iDigBio **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 Datalyse and iDigBio 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 Datalyse and iDigBio can do together ### From Datalyse to iDigBio - When **Lead Updated** in Datalyse then **Find media records** in iDigBio - When **New Lead** in Datalyse then **Find records** in iDigBio ### From iDigBio to Datalyse - When **New record** in iDigBio then **Add Note to an Existing Lead** in Datalyse - When **New record** in iDigBio then **Create New Lead** in Datalyse 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 Datalyse and iDigBio ## Triggers and actions 3 triggers · 12 actions - Trigger **Lead Updated** Fires when a lead (contact) in Datalyse is created or updated, newest updates first. - Trigger **New Lead** Trigger when a new lead is created - Action **Add Note to an Existing Lead** Add note to lead. - Action **Create New Lead** Create a new lead - Action **Delete Lead** Delete a lead_id - Action **Edit Lead** Edit lead details - Action **Get Lead** Returns one lead by id. - Action **Get Lead Activity** Returns the paginated activity/history feed (notes, deliveries, changes) of one lead. - Trigger **New record** Polls for specimen records newly indexed into iDigBio matching a saved search query, sorted by modified/index date. - Action **Find media records** Search iDigBio media records (images/media associated with specimens) matching a query. - Action **Find records** Search iDigBio specimen records matching a query. - Action **Find recordsets** Search iDigBio recordsets (collections/datasets contributed by publishers) matching a query. - Action **Get media record** Retrieve a single iDigBio media record by its UUID. - Action **Get record** Retrieve a single iDigBio specimen record by its UUID. - Action **Get recordset** Retrieve a single iDigBio recordset (dataset) by its UUID. ## Each app on its own - [ **Datalyse** Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact...](https://apiant.ai/connections/datalyse) - [ **iDigBio** iDigBio is a US national aggregator of digitized biological and paleontological museum specimens, exposing a...](https://apiant.ai/connections/idigbio) Reviews ## What our customers say ## More from Datalyse - [ **Datalyse to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/datalyse-to-hubspot) - [ **Datalyse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/datalyse-to-salesforce) - [ **Datalyse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/datalyse-to-slack) - [ **Datalyse to Google Sheets** Google Sheets](https://apiant.ai/connect/datalyse-to-google-sheets) - [ **Datalyse to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/datalyse-to-gmail) - [ **Datalyse to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/datalyse-to-google-calendar) ## More into iDigBio - [ **HubSpot to iDigBio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-idigbio) - [ **Google Sheets to iDigBio** Google Sheets](https://apiant.ai/connect/google-sheets-to-idigbio) - [ **Gmail to iDigBio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-idigbio) - [ **Google Calendar to iDigBio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-idigbio) - [ **Google Drive to iDigBio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-idigbio) - [ **ActiveCampaign to iDigBio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-idigbio) Questions ## Datalyse and iDigBio, answered ### ### What can start an automation from Datalyse? Any of Datalyse's 2 triggers in the catalog, including Lead Updated and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in iDigBio when something happens in Datalyse? Any of iDigBio's 6 actions, including Find media records, Find records, Find recordsets and Get media record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iDigBio to Datalyse? Yes. When something happens in iDigBio, your agent can act in Datalyse too. This page covers both directions: iDigBio's triggers and Datalyse's actions are listed here as well. ### ### Do I have to build a connector for Datalyse or iDigBio? 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 Datalyse and iDigBio 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.