Integration
Connect Dotdigital and RiskAdvisor
When Contact Created fires in Dotdigital, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Contact Data Field in Dotdigital. 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 Dotdigital and RiskAdvisor 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 Dotdigital and RiskAdvisor can do together
From Dotdigital to RiskAdvisor
When Contact Created in Dotdigital
then Add Notes in RiskAdvisor
From RiskAdvisor to 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 RiskAdvisor
Triggers and actions 12 triggers · 40 actions
- Campaign Activity
Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.
- Campaign Opens
Triggers when a contact opens the selected email campaign.
- Contact Created
Triggers when a new contact is created in your Dotdigital account.
- Contact Suppressed
Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.
- Contact Unsubscribed
Triggers when a contact unsubscribes from your Dotdigital account.
- Add template
Creates a reusable email campaign template with a name, subject line, from name, and HTML and plain-text content.
- Create a List
Creates a new contact list (address book) in Dotdigital.
- 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.
- 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.
- Delete contact data field
Deletes a contact data field from your Dotdigital account.
- Delete contact from list
Removes a contact from a Dotdigital list (address book) without deleting the contact from your account.
- Delete list
Deletes a list (address book) from your Dotdigital account.
- Enrol Contact in Program
Enrols one or more contacts, or every contact in up to 10 lists, onto a Dotdigital automation program. Enrolment runs asynchronously; the returned enrolment ID tracks its progress.
- Get campaign
Returns an email campaign's details, such as its name, subject, sender and status.
- Get list
Returns a Dotdigital list (address book) by its id, including its name, visibility and contact count.
- List campaigns
Returns the email campaigns in your Dotdigital account (up to 1,000).
- List contact data fields
Returns every contact data field defined in the Dotdigital account, with each field's name, data type, visibility and default value.
- List forms
Returns the forms and surveys in your Dotdigital account.
- List lists
Returns the lists (address books) in your Dotdigital account, with each list's id, name, visibility and contact count.
- List programs
Returns the automation programs in your Dotdigital account (up to 1,000).
- List segments
Returns the segments in your Dotdigital account, with each segment's id, name and contact count.
- List templates
Returns the email campaign templates in your Dotdigital account, with each template's id, name, subject and from name.
- Refresh Segment
Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.
- Resubscribe Contact
Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.
- Send Email Campaign
Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.
- 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.
- 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.
- Unsubscribe Contact
Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.
- Update list
Renames a Dotdigital list (address book) or changes whether it is Private or Public.
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
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
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Questions
Dotdigital and RiskAdvisor, 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 RiskAdvisor when something happens in Dotdigital?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to Dotdigital?
Yes. When something happens in RiskAdvisor, your agent can act in Dotdigital too. This page covers both directions: RiskAdvisor's triggers and Dotdigital's actions are listed here as well.
Do I have to build a connector for Dotdigital or RiskAdvisor?
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 RiskAdvisor 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.