--- title: "Connect Dotdigital and Process Street - APIANT.ai" description: "When \"Contact Created\" fires in Dotdigital, your agent runs \"Create Data Set Record\" in Process Street." canonical: "https://apiant.ai/connect/dotdigital-to-process-street" --- # Connect Dotdigital and Process Street When **Contact Created** fires in [Dotdigital](https://apiant.ai/connections/dotdigital), your agent runs **Create Data Set Record** in [Process Street](https://apiant.ai/connections/process-street), or **Data Set Record Created** in Process Street to **Create Contact Data Field** in Dotdigital. Describe the whole flow and it is built, tested on every scenario and kept running. Dotdigital **5** triggers Dotdigital **9** actions Process Street **7** triggers Process Street **10** 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 Process Street 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 Process Street can do together ### From Dotdigital to Process Street - When **Contact Created** in Dotdigital then **Create Data Set Record** in Process Street - When **Campaign Activity** in Dotdigital then **Update Data Set Record** in Process Street ### From Process Street to Dotdigital - When **Data Set Record Created** in Process Street then **Create Contact Data Field** in Dotdigital - When **Data Set Record Updated** in Process Street then **Create or Update Contact (Deprecated)** 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 Process Street ## Triggers and actions 12 triggers · 19 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 **Data Set Record Created** Triggers when a new record is added to a data set. - Trigger **Data Set Record Updated** Triggers when an existing record is updated in a data set. - Trigger **New Comment** Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **List Workflows** Lists the workflows in your Process Street organization. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. ## 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) - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) 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 Process Street - [ **HubSpot to Process Street** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-process-street) - [ **Google Calendar to Process Street** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-process-street) - [ **Google Drive to Process Street** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-process-street) - [ **Mailchimp to Process Street** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-process-street) - [ **Pipedrive to Process Street** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-process-street) - [ **ActiveCampaign to Process Street** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-process-street) Questions ## Dotdigital and Process Street, 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 Process Street when something happens in Dotdigital? Any of Process Street's 10 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Process Street to Dotdigital? Yes. When something happens in Process Street, your agent can act in Dotdigital too. This page covers both directions: Process Street's triggers and Dotdigital's actions are listed here as well. ### ### Do I have to build a connector for Dotdigital or Process Street? 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 Process Street 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.