Integration
Connect DoubleTick and SmartEmailing
When New Broadcast Group fires in DoubleTick, your agent runs Add Contact list in SmartEmailing, or New Contact in SmartEmailing to Send WhatsApp Document Message in DoubleTick. 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 DoubleTick and SmartEmailing 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 DoubleTick and SmartEmailing can do together
From DoubleTick to SmartEmailing
When New Broadcast Group in DoubleTick
then Add Contact list in SmartEmailing
From SmartEmailing to DoubleTick
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 DoubleTick and SmartEmailing
Triggers and actions 4 triggers · 43 actions
- New Broadcast Group
Triggers when a new broadcast group is created.
- New Chat
Triggers when a new chat appears in your inbox.
- Add Member to Broadcast Group
Adds a customer to a broadcast group.
- Assign Team Member to Customer
Assigns a customer's chat to a team member.
- Create Broadcast Group
Creates a broadcast group.
- Create Note
Adds a note to a customer chat.
- Delete Broadcast Group
Deletes a broadcast group.
- Delete Customer
Deletes a customer by phone number.
- Delete Template
Deletes a message template from a WhatsApp number.
- Get Chat Window Status
Checks whether a customer's 24-hour service window is open.
- Get Customer
Gets a customer's details by phone number.
- Get Message Status
Returns the delivery timeline of a sent message.
- Get Note
Gets a note by ID.
- Get Team Member
Gets a team member by phone number.
- Get Wallet Balance
Returns your organization's wallet balance.
- List Broadcast Groups
Lists your broadcast groups.
- List Channels
Lists your connected WhatsApp channels.
- List Team Members
Lists the team members in your organization.
- List Templates
Lists your WhatsApp message templates.
- Remove Member from Broadcast Group
Removes a customer from a broadcast group.
- Remove Tags or Custom Fields from Customer
Removes tags and custom fields from a customer.
- Send WhatsApp Document Message
Sends a document from a URL to a customer.
- Send WhatsApp Image Message
Sends an image from a URL to a customer.
- Send WhatsApp Media Message
Send WhatsApp Media Message.
- Send WhatsApp Message
Send a whatsApp message to a contact
- Send WhatsApp Template Message
Send a pre-approved WhatsApp Message Template to a contact
- Send WhatsApp Video Message
Sends a video from a URL to a customer.
- Update Note
Changes a note's text.
- New Contact
Triggers when a new contact is added to your SmartEmailing account.
- Updated Contact
Triggers when an existing contact is updated in SmartEmailing.
- Add Contact list
Creates a new contact list in SmartEmailing.
- Add Custom field
Creates a new contact custom field in SmartEmailing with the given name and type.
- Create or Update Contact
Creates a contact in SmartEmailing, or updates the existing contact with the same email address, optionally adding it to contact lists.
- Delete Contact
Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
- Get Contact
Returns a single contact by email address or ID, including contact list memberships and custom field values.
- Get Contact list
Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
- List Contact lists
Returns all contact lists in your SmartEmailing account.
- List Contacts
Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
- List Contacts in list
Returns the contacts that belong to a contact list, with their details and list memberships.
- List Custom fields
Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.
- List Newsletters
Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
- Send custom email
Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
- Send transactional email
Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
- Trigger event
Fires a named event for a contact, starting any SmartEmailing automation scenarios listening for that event name.
- Unsubscribe Contact
Unsubscribes a contact from a chosen contact list.
- Update Contact email address
Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
- Update Contact list
Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
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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More into SmartEmailing
Questions
DoubleTick and SmartEmailing, answered
What can start an automation from DoubleTick?
Any of DoubleTick's 2 triggers in the catalog, including New Broadcast Group and New Chat. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SmartEmailing when something happens in DoubleTick?
Any of SmartEmailing's 17 actions, including Create or Update Contact, Send custom email, Send transactional email and Update Contact email address. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartEmailing to DoubleTick?
Yes. When something happens in SmartEmailing, your agent can act in DoubleTick too. This page covers both directions: SmartEmailing's triggers and DoubleTick's actions are listed here as well.
Do I have to build a connector for DoubleTick or SmartEmailing?
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 DoubleTick and SmartEmailing 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.