Integration
Connect DecisionVault and iContact
When New Event fires in DecisionVault, your agent runs Create Contact in iContact, or New contact in iContact to Get Contacts for Matter in DecisionVault. 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 DecisionVault and iContact 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 DecisionVault and iContact can do together
From DecisionVault to iContact
When New Event in DecisionVault
then Create Contact in iContact
From iContact to DecisionVault
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 DecisionVault and iContact
Triggers and actions 4 triggers · 43 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- New contact
Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list.
- New list
Triggers when a new subscriber list is created in an iContact client folder.
- Add campaign
Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.
- Add custom field
Creates a new custom field for contacts in an iContact client folder.
- Create Contact
Create a new contact in an iContact client folder.
- Create List
Create a new contact list in a client folder.
- Create Message
Create a new email message in a client folder.
- Delete Contact
Delete an iContact contact by contact ID.
- Delete list
Deletes a subscriber list from an iContact client folder.
- Get Accounts
List iContact accounts accessible to these credentials.
- Get campaign
Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.
- Get Client Folders
List client folders within an iContact account.
- Get Contact
Retrieve a single iContact contact by contact ID.
- Get list
Returns one subscriber list from an iContact client folder, including its name, public name and description.
- Get message
Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.
- List Campaigns
List sending campaigns (from-name/email profiles) in a client folder.
- List Contacts
List contacts in a client folder, optionally filtered by email or status.
- List Custom Fields
List custom fields defined in a client folder.
- List Lists
Retrieve all contact lists in a client folder.
- List Messages
List email messages in a client folder.
- List sends
Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.
- List Subscriptions
List subscriptions in a client folder, optionally filtered by contact or list.
- Send Message to List
Schedule/send an existing message to one or more lists.
- Subscribe Contact to List
Subscribe a contact to a list (creates a subscription).
- Unsubscribe Contact from List
Remove a subscription, unsubscribing a contact from a list.
- Update Contact
Update an existing iContact contact by contact ID.
- Update list
Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.
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
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Questions
DecisionVault and iContact, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in iContact when something happens in DecisionVault?
Any of iContact's 25 actions, including Create Contact, Create List, Create Message and Send Message to List. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from iContact to DecisionVault?
Yes. When something happens in iContact, your agent can act in DecisionVault too. This page covers both directions: iContact's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or iContact?
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 DecisionVault and iContact 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.