--- title: "Connect Dotdigital and UpKeep - APIANT.ai" description: "When \"Contact Created\" fires in Dotdigital, your agent runs \"Create Purchase Order\" in UpKeep." canonical: "https://apiant.ai/connect/dotdigital-to-upkeep" --- # Connect Dotdigital and UpKeep When **Contact Created** fires in [Dotdigital](https://apiant.ai/connections/dotdigital), your agent runs **Create Purchase Order** in [UpKeep](https://apiant.ai/connections/upkeep), or **New Purchase Order** in UpKeep 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 UpKeep **2** triggers UpKeep **31** 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 UpKeep 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 UpKeep can do together ### From Dotdigital to UpKeep - When **Contact Created** in Dotdigital then **Create Purchase Order** in UpKeep - When **Campaign Activity** in Dotdigital then **Create Work Order** in UpKeep ### From UpKeep to Dotdigital - When **New Purchase Order** in UpKeep then **Create Contact Data Field** in Dotdigital - When **New Work Order** in UpKeep 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 UpKeep ## Triggers and actions 7 triggers · 40 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 Purchase Order** Triggers when a new purchase order is created. - Trigger **New Work Order** Triggers when a new work order is created. - Action **Add Asset** Create a new asset. - Action **Add Location** Creates a new location in UpKeep. - Action **Add User** Creates a new user in your UpKeep account. - Action **Add Vendor** Create a new vendor. - Action **Create Purchase Order** Creates a purchase order in UpKeep. - Action **Create Work Order** Creates new work order. - Action **Delete Purchase Order** Deletes a specific purchase order in UpKeep. - Action **Delete Work Order** Deletes a specific work order in UpKeep. - Action **Find Asset** Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results. - Action **Find Location** Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates. - Action **Find Part** Finds parts in UpKeep by name. - Action **Find Vendor** Returns the vendors whose business name matches the one supplied, with the first match broken out. - Action **Get Asset** Gets a specific UpKeep asset by its ID, including its custom field values. - Action **Get Location** Gets a specific UpKeep location by its ID. - Action **Get Part** Gets a specific part from the UpKeep inventory by its ID. - Action **Get Purchase Order** Gets a specific purchase order by its ID. - Action **Get User** Gets a specific UpKeep user by ID. - Action **Get Vendor** Gets a specific vendor by its ID. - Action **Get Work Order** Retrieve a single work order by ID. - Action **List Assets** Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges. - Action **List Locations** Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date. - Action **List Purchase Orders** Lists purchase orders in the UpKeep account, optionally filtered by status. - Action **List Vendors** List/page all vendors. - Action **List Work Orders** List/page all work orders with filters. - Action **Update Asset** Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed. - Action **Update Location** Updates an existing location in UpKeep. Only the fields you fill in are changed. - Action **Update Part** Updates an existing part in UpKeep. Only the fields you fill in are changed. - Action **Update Purchase Order** Updates an existing purchase order in UpKeep. Only the fields you fill in are changed. - Action **Update User** Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Vendor** Update fields on an existing vendor. - Action **Update Work Order** Update fields on an existing work order. ## 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) - [ **UpKeep** UpKeep is a maintenance management application for facility management teams.](https://apiant.ai/connections/upkeep) 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 UpKeep - [ **HubSpot to UpKeep** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upkeep) - [ **Salesforce to UpKeep** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upkeep) - [ **Slack to UpKeep** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upkeep) - [ **Google Sheets to UpKeep** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upkeep) - [ **Gmail to UpKeep** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upkeep) - [ **Google Calendar to UpKeep** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upkeep) Questions ## Dotdigital and UpKeep, 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 UpKeep when something happens in Dotdigital? Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpKeep to Dotdigital? Yes. When something happens in UpKeep, your agent can act in Dotdigital too. This page covers both directions: UpKeep's triggers and Dotdigital's actions are listed here as well. ### ### Do I have to build a connector for Dotdigital or UpKeep? 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 UpKeep 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.