Integration
Connect DecisionVault and SMS Everyone
When New Event fires in DecisionVault, your agent runs Add Numbers to Contact List in SMS Everyone, or New SMS Reply in SMS Everyone 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 SMS Everyone 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 SMS Everyone can do together
From DecisionVault to SMS Everyone
When New Event in DecisionVault
then Add Numbers to Contact List in SMS Everyone
When New Matter in DecisionVault
then Create Contact List in SMS Everyone
From SMS Everyone to DecisionVault
When New SMS Reply in SMS Everyone
then Get Contacts for Matter in DecisionVault
When New SMS Reply in SMS Everyone
then Create Matter and Invite Clients in 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 SMS Everyone
Triggers and actions 3 triggers · 35 actions
Trigger
New EventTriggers when a new event happens in your firm, such as a client submitting a questionnaire.
Trigger
New MatterTriggers when a new matter is created in your firm.
Action
Create Matter and Invite ClientsCreates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
Action
Get Answers for MatterReturns the client's answers to custom questions on a matter, grouped by questionnaire page.
Action
Get Assets for MatterReturns the assets the client entered on a matter.
Action
Get Clients for MatterReturns the client(s) on a matter.
Action
Get Contacts for MatterReturns the contacts on a matter.
Action
Get Documents for MatterReturns the documents the client uploaded to a matter.
Action
Get EventReturns one event by ID.
Action
Get Financial Documents for MatterReturns the financial documents the client uploaded during asset intake on a matter.
Action
Get MatterReturns one matter by ID, including its questionnaire, main contact, spouse and representative.
Action
Get Meeting Templates for MatterReturns the matter's meeting templates, filled with answers and role assignments.
Action
Get QuestionnaireReturns one questionnaire by ID.
Action
Get Roles for MatterReturns the roles defined by the matter's questionnaire and the contacts assigned to each.
Action
Get UserReturns one user by ID.
Action
List Financial CategoriesReturns the financial categories for your firm's questionnaires.
Action
List MattersReturns the matters under your firm, with optional search and date filters.
Action
List QuestionnairesReturns the questionnaires under your firm.
Action
PreCreate MatterCreates a matter and returns an invite link to send to the client.
Trigger
New SMS ReplyTriggers when someone replies to one of your SMS messages, with the sender's number, the text and when it arrived.
Action
Add Numbers to Contact ListAdds mobile numbers to an existing stored contact list.
Action
Add Opt-OutsAdds mobile numbers to the account's opt-out list so they receive no further SMS.
Action
Create Contact ListCreates a stored contact list with the given mobile numbers and returns its list ID.
Action
Delete Contact ListDeletes a stored contact list.
Action
Delete Scheduled CampaignCancels a scheduled SMS campaign (up to 5 minutes before its send time).
Action
Get Account SettingsReturns the account's user ID, remaining SMS credit balance, and whether it can send unicode and international messages.
Action
Get Campaign StatusReturns whether an SMS campaign is scheduled, running, paused or deleted.
Action
Get Contact ListReturns the name and mobile numbers of one stored contact list.
Action
Get Delivery StatusReturns delivery receipts for the mobile numbers in an SMS campaign, or for one number in it.
Action
List Contact ListsReturns every stored contact list on the account with its ID, name and number count.
Action
List Opt-OutsReturns every opted-out mobile number on the account, with when and why it was added.
Action
Pause CampaignPauses a scheduled SMS campaign before or while it sends.
Action
Remove Numbers from Contact ListRemoves mobile numbers from a stored contact list.
Action
Remove Opt-OutOpts mobile numbers back in by removing them from the account's opt-out list.
Action
Send SMSSends an SMS now or at a scheduled time to one or more mobile numbers. Returns the campaign ID and the credits used.
Action
Send SMS to Contact ListSends an SMS, now or scheduled, to everyone in one or more stored contact lists. Returns the campaign ID and the credits used.
Action
Unpause CampaignResumes a paused SMS campaign; a campaign whose send time has passed sends its unsent messages immediately.
Action
Update Scheduled CampaignChanges the message text, sender or send time of a scheduled SMS campaign.
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 SMS Everyone
HubSpot to SMS EveryoneHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SMS EveryoneSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SMS EveryoneSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SMS EveryoneGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SMS EveryoneGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SMS EveryoneGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
DecisionVault and SMS Everyone, 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 SMS Everyone when something happens in DecisionVault?
Any of SMS Everyone's 18 actions, including Create Contact List, Send SMS, Send SMS to Contact List and Update Scheduled Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SMS Everyone to DecisionVault?
Yes. When something happens in SMS Everyone, your agent can act in DecisionVault too. This page covers both directions: SMS Everyone's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or SMS Everyone?
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 SMS Everyone 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.