Integration
Connect Dotdigital and SetSmart
When Contact Created fires in Dotdigital, your agent runs Find Contact in SetSmart, or New Lead in SetSmart 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 SetSmart 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)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 SetSmart can do together
From Dotdigital to SetSmart
When Contact Created in Dotdigital
then Find Contact in SetSmart
When Campaign Activity in Dotdigital
then Set Lead to Booked in SetSmart
From SetSmart to Dotdigital
When New Lead in SetSmart
then Create Contact Data Field in Dotdigital
When New Resume for Lead in SetSmart
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 SetSmart
Triggers and actions 11 triggers · 17 actions
Trigger
Campaign ActivityTriggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.
Trigger
Campaign OpensTriggers when a contact opens the selected email campaign.
Trigger
Contact CreatedTriggers when a new contact is created in your Dotdigital account.
Trigger
Contact SuppressedTriggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.
Trigger
Contact UnsubscribedTriggers when a contact unsubscribes from your Dotdigital account.
Action
Create a ListCreates a new contact list (address book) in Dotdigital.
Action
Create Contact Data FieldCreates 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
Enrol Contact in ProgramEnrols 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.
Action
Refresh SegmentStarts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.
Action
Resubscribe ContactResubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.
Action
Send Email CampaignSends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.
Action
Send SMSSends 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 EmailSends 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 ContactUnsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.
Trigger
AI Switched OffTriggers when the AI is switched off for a SetSmart lead.
Trigger
Failed MessageTriggers when a message to a SetSmart lead fails to send.
Trigger
Lead Accepts to Book a Sales CallTriggers when a SetSmart lead agrees to book a sales call.
Trigger
Lead AnsweredTriggers when a SetSmart lead answers the AI for the first time.
Trigger
New LeadTriggers when a new lead (conversation) is created in SetSmart.
Trigger
New Resume for LeadTriggers when the SetSmart AI generates or updates a lead's qualification summary.
Action
Cancel Scheduled MessageCancels a pending scheduled template message before it is sent.
Action
Export ConversationsExports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
Action
Find ContactFinds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
Action
List Scheduled MessagesLists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
Action
Set Lead to BookedMarks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
Action
Turn Off AITurns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
Action
Turn On AITurns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or 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
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Questions
Dotdigital and SetSmart, 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 SetSmart when something happens in Dotdigital?
Any of SetSmart's 7 actions, including Export Conversations, Find Contact, List Scheduled Messages and Set Lead to Booked. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Dotdigital?
Yes. When something happens in SetSmart, your agent can act in Dotdigital too. This page covers both directions: SetSmart's triggers and Dotdigital's actions are listed here as well.
Do I have to build a connector for Dotdigital or SetSmart?
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 SetSmart 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.