--- title: "Connect Dovetail and ReadyCloud Suite - APIANT.ai" description: "When \"New Project\" fires in Dovetail, your agent runs \"Add order note\" in ReadyCloud Suite." canonical: "https://apiant.ai/connect/dovetail-to-readycloud-suite" --- # Connect Dovetail and ReadyCloud Suite When **New Project** fires in [Dovetail](https://apiant.ai/connections/dovetail), your agent runs **Add order note** in [ReadyCloud Suite](https://apiant.ai/connections/readycloud-suite), or **New Contact** in ReadyCloud Suite to **Add Contact** in Dovetail. Describe the whole flow and it is built, tested on every scenario and kept running. Dovetail **3** triggers Dovetail **4** actions ReadyCloud Suite **2** triggers ReadyCloud Suite **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dovetail and ReadyCloud Suite 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 Dovetail and ReadyCloud Suite can do together ### From Dovetail to ReadyCloud Suite - When **New Project** in Dovetail then **Add order note** in ReadyCloud Suite - When **New Published Insight** in Dovetail then **Create Contact** in ReadyCloud Suite ### From ReadyCloud Suite to Dovetail - When **New Contact** in ReadyCloud Suite then **Add Contact** in Dovetail - When **New Order** in ReadyCloud Suite then **Add Data Point to Channel** in Dovetail 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 Dovetail and ReadyCloud Suite ## Triggers and actions 5 triggers · 19 actions - Trigger **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. - Trigger **New Contact** Triggers when a new Contact is created. - Trigger **New Order** Triggers when a new order is created in the selected ReadyCloud organization. - Action **Add order note** Adds a note to an existing ReadyCloud order, optionally attributed to a named author. - Action **Add product** Creates a product (SKU) in a ReadyCloud organization's product catalog. - Action **Add tag** Adds a tag to a ReadyCloud order. - Action **Create Contact** Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields. - Action **Create Member Event** Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert. - Action **Create Order** Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields. - Action **Find boxes** Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields. - Action **Find Contact** Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply. - Action **Find Order** Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range. - Action **Find products** Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it. - Action **Get contact** Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes. - Action **Get order** Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields. - Action **Update contact** Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed. - Action **Update order** Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order. - Action **Update product** Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed. ## Each app on its own - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) - [ **ReadyCloud Suite** ReadyCloud is the shipping, returns and CRM suite built for eCommerce.](https://apiant.ai/connections/readycloud-suite) Reviews ## What our customers say ## More from Dovetail - [ **Dovetail to Minecraft Server Status** Minecraft Server Status pings a Minecraft server address and reports what it finds.](https://apiant.ai/connect/dovetail-to-minecraft-server-status) - [ **Dovetail to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/dovetail-to-typesafe) - [ **Dovetail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dovetail-to-hubspot) - [ **Dovetail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dovetail-to-salesforce) - [ **Dovetail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dovetail-to-slack) - [ **Dovetail to Google Sheets** Google Sheets](https://apiant.ai/connect/dovetail-to-google-sheets) ## More into ReadyCloud Suite - [ **HubSpot to ReadyCloud Suite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-readycloud-suite) - [ **Google Sheets to ReadyCloud Suite** Google Sheets](https://apiant.ai/connect/google-sheets-to-readycloud-suite) - [ **Gmail to ReadyCloud Suite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-readycloud-suite) - [ **Google Calendar to ReadyCloud Suite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-readycloud-suite) - [ **Google Drive to ReadyCloud Suite** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-readycloud-suite) - [ **Mailchimp to ReadyCloud Suite** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-readycloud-suite) Questions ## Dovetail and ReadyCloud Suite, answered ### ### What can start an automation from Dovetail? Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ReadyCloud Suite when something happens in Dovetail? Any of ReadyCloud Suite's 15 actions, including Create Contact, Create Member Event, Create Order and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ReadyCloud Suite to Dovetail? Yes. When something happens in ReadyCloud Suite, your agent can act in Dovetail too. This page covers both directions: ReadyCloud Suite's triggers and Dovetail's actions are listed here as well. ### ### Do I have to build a connector for Dovetail or ReadyCloud Suite? 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 Dovetail and ReadyCloud Suite 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.