Integration
Connect DecisionVault and Mailmodo
When New Event fires in DecisionVault, your agent runs Add Custom Event in Mailmodo, or New Campaign in Mailmodo 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 Mailmodo 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 Mailmodo can do together
From DecisionVault to Mailmodo
When New Event in DecisionVault
then Add Custom Event in Mailmodo
From Mailmodo 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 Mailmodo
Triggers and actions 4 triggers · 32 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 Campaign
Triggers when a new campaign is created in Mailmodo.
- New Contact List
Triggers when a new contact list is created in Mailmodo.
- Abort Journey for Contact
Stops a Mailmodo user journey for a contact.
- Add Contact to List
Adds a contact to a Mailmodo contact list, creating the list or updating the contact if they already exist.
- Add Custom Event
Records a custom event against a contact, which can start or branch Mailmodo journeys.
- Archive Contact
Archives an existing Mailmodo contact.
- Broadcast Campaign to List
Broadcasts a Mailmodo campaign to every contact in a contact list.
- Get Campaign Report
Returns summary engagement numbers (sent, delivered, opens, clicks, bounces, unsubscribes) for one campaign.
- Get Contact
Returns a contact's details and subscription status, looked up by email address.
- List Campaigns
Returns every campaign in your Mailmodo account with its name, type, status and sender.
- List Contact Lists
Returns every contact list in your Mailmodo account with its name, creation date and contact count.
- List Templates
Returns every email template in your Mailmodo account.
- Remove Contact from List
Removes a contact from a Mailmodo contact list.
- Resubscribe Contact
Resubscribes a previously unsubscribed contact so they receive Mailmodo email again.
- Send Campaign Email
Sends a triggered Mailmodo campaign email to one contact, with optional personalization data.
- Unsubscribe Contact
Suppresses a contact so Mailmodo stops sending them email.
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
What our customers say
More from DecisionVault
DecisionVault to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DecisionVault to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DecisionVault to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DecisionVault to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DecisionVault to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DecisionVault to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Mailmodo
Google Drive to MailmodoGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to MailmodoMailchimp marketing automation and email platform.
Questions
DecisionVault and Mailmodo, 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 Mailmodo when something happens in DecisionVault?
Any of Mailmodo's 14 actions, including Send Campaign Email, Abort Journey for Contact, Add Contact to List and Add Custom Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailmodo to DecisionVault?
Yes. When something happens in Mailmodo, your agent can act in DecisionVault too. This page covers both directions: Mailmodo's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Mailmodo?
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 Mailmodo 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.