--- title: "Connect Dotdigital and LiveSwitch - APIANT.ai" description: "When \"Contact Created\" fires in Dotdigital, your agent runs \"Find Contact by ID\" in LiveSwitch." canonical: "https://apiant.ai/connect/dotdigital-to-liveswitch" --- # Connect Dotdigital and LiveSwitch When **Contact Created** fires in [Dotdigital](https://apiant.ai/connections/dotdigital), your agent runs **Find Contact by ID** in [LiveSwitch](https://apiant.ai/connections/liveswitch), or **New Contact Matching Filter** in LiveSwitch to **Create or Update Contact (Deprecated)** in Dotdigital. Describe the whole flow and it is built, tested on every scenario and kept running. Dotdigital **5** triggers Dotdigital **9** actions LiveSwitch **5** triggers LiveSwitch **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dotdigital and LiveSwitch 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 Dotdigital and LiveSwitch can do together ### From Dotdigital to LiveSwitch - When **Contact Created** in Dotdigital then **Find Contact by ID** in LiveSwitch - When **Campaign Activity** in Dotdigital then **Find Contact by Phone** in LiveSwitch ### From LiveSwitch to Dotdigital - When **New Contact Matching Filter** in LiveSwitch then **Create or Update Contact (Deprecated)** in Dotdigital - When **New Conversation Matching Filter** in LiveSwitch then **Create Contact Data Field** in Dotdigital 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 Dotdigital and LiveSwitch ## Triggers and actions 10 triggers · 30 actions - Trigger **Campaign Activity** Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes. - Trigger **Campaign Opens** Triggers when a contact opens the selected email campaign. - Trigger **Contact Created** Triggers when a new contact is created in your Dotdigital account. - Trigger **Contact Suppressed** Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason. - Trigger **Contact Unsubscribed** Triggers when a contact unsubscribes from your Dotdigital account. - Action **Create a List** Creates a new contact list (address book) in Dotdigital. - Action **Create Contact Data Field** Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts. - Action **Create or Update Contact (Deprecated)** Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations. - Action **Refresh Segment** Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status. - Action **Resubscribe Contact** Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one. - Action **Send Email Campaign** Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time. - Action **Send SMS** Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages. - Action **Send Transactional Email** Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content. - Action **Unsubscribe Contact** Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason. - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. ## Each app on its own - [ **Dotdigital** Dotdigital is a customer experience and data platform (CXDP) that empowers marketers to create highly...](https://apiant.ai/connections/dotdigital) - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) Reviews ## What our customers say ## More from Dotdigital - [ **Dotdigital to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dotdigital-to-hubspot) - [ **Dotdigital to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dotdigital-to-salesforce) - [ **Dotdigital to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dotdigital-to-slack) - [ **Dotdigital to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/dotdigital-to-google-sheets) - [ **Dotdigital to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dotdigital-to-gmail) - [ **Dotdigital to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dotdigital-to-google-calendar) ## More into LiveSwitch - [ **HubSpot to LiveSwitch** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liveswitch) - [ **Google Sheets to LiveSwitch** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-liveswitch) - [ **Gmail to LiveSwitch** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liveswitch) - [ **Google Calendar to LiveSwitch** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liveswitch) - [ **Google Drive to LiveSwitch** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liveswitch) - [ **ActiveCampaign to LiveSwitch** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liveswitch) Questions ## Dotdigital and LiveSwitch, answered ### ### What can start an automation from Dotdigital? Any of Dotdigital's 5 triggers in the catalog, including Contact Created, Campaign Activity, Campaign Opens and Contact Suppressed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LiveSwitch when something happens in Dotdigital? Any of LiveSwitch's 21 actions, including Create Conversation, Create Project, Create Tag and Update Conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiveSwitch to Dotdigital? Yes. When something happens in LiveSwitch, your agent can act in Dotdigital too. This page covers both directions: LiveSwitch's triggers and Dotdigital's actions are listed here as well. ### ### Do I have to build a connector for Dotdigital or LiveSwitch? 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 Dotdigital and LiveSwitch 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.