--- title: "Connect EasyBroker to EveryAction - APIANT.ai" description: "When \"New Contact\" fires in EasyBroker, your agent runs \"Add Contact History\" in EveryAction." canonical: "https://apiant.ai/connect/easybroker-to-everyaction" --- # Connect EasyBroker to EveryAction When **New Contact** fires in [EasyBroker](https://apiant.ai/connections/easybroker), your agent runs **Add Contact History** in [EveryAction](https://apiant.ai/connections/everyaction). Describe the whole flow and it is built, tested on every scenario and kept running. EasyBroker **3** triggers EasyBroker **10** actions EveryAction **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EasyBroker and EveryAction 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 EasyBroker can start in EveryAction - When **New Contact** in EasyBroker then **Add Contact History** in EveryAction - When **New Contact Request** in EasyBroker then **Add Note to Contact** in EveryAction 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 EasyBroker and EveryAction ## Triggers and actions 3 triggers · 24 actions - Trigger **New Contact** Triggered when a new contact is created in your EasyBroker organization. - Trigger **New Contact Request** Triggers when a new contact request is received in EasyBroker, optionally only for one property. - Trigger **New property** Triggered when a new property is added to your EasyBroker account, optionally limited to the types, statuses, prices and sizes you choose. - Action **Add property** Creates a new property listing in your EasyBroker account, which is then published to your connected apps. - Action **Create Contact Request** Creates or updates a lead in EasyBroker, optionally interested in a given property. - Action **Get Contact** Returns the full details of a contact in your EasyBroker account, including emails, phones, addresses, tags, status and assigned agent. - Action **Get Contact Requests** Returns the contact requests (leads) in your EasyBroker account, optionally limited to a date range or a single property. - Action **Get Property** Returns the full details of a property in your EasyBroker account, including location, operations and prices, images, features and agent. - Action **List collaborations** Returns the agencies, groups and associations your EasyBroker organization collaborates with. - Action **List contacts** Returns the contacts in your EasyBroker organization, optionally filtered by dates, status, probability, tag, agent, office or source. - Action **List properties** Returns the properties in your EasyBroker organization, optionally filtered by type, status, operation, price, size and update date. - Action **List users** Returns the active users (agents) in your EasyBroker organization. - Action **Update contact** Updates an existing EasyBroker contact and returns the updated record. Only the fields you fill in are changed. - Action **Add a Contribution** Creates a contribution (donation) for a contact in EveryAction, credited to a designation. - Action **Add Activist Codes** Applies or removes an activist code on a person in EveryAction. - Action **Add Canvass Responses** Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses. - Action **Add Contact History** Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction. - Action **Add event** Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes. - Action **Add Note to Contact** Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record. - Action **Add Survey Responses** Records a contact's answer to a survey question in EveryAction. - Action **Create Financial Batch** Creates a financial batch for grouping contributions under a designation. - Action **Create or Update Contact** Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID. - Action **Find Contact** Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter. - Action **Find Financial Batch** Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches. - Action **Get activist code** Returns one activist code by its id, including its name, type, description, script question and status. - Action **Subscribe Email** Finds or creates a contact by email and marks that email address as subscribed. - Action **Tag a Contact** Applies a tag (or source code) to an existing contact in EveryAction. ## Each app on its own - [ **EasyBroker** The EasyBroker integration allows you to access your company's properties, register or check potential...](https://apiant.ai/connections/easybroker) - [ **EveryAction** EveryAction provides nonprofits with customer relationship management, donor management, and fundraising...](https://apiant.ai/connections/everyaction) Reviews ## What our customers say ## More from EasyBroker - [ **EasyBroker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easybroker-to-hubspot) - [ **EasyBroker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easybroker-to-salesforce) - [ **EasyBroker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easybroker-to-slack) - [ **EasyBroker to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/easybroker-to-google-sheets) - [ **EasyBroker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easybroker-to-gmail) - [ **EasyBroker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easybroker-to-google-calendar) ## More into EveryAction - [ **HubSpot to EveryAction** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-everyaction) - [ **Salesforce to EveryAction** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-everyaction) - [ **Slack to EveryAction** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-everyaction) - [ **Google Sheets to EveryAction** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-everyaction) - [ **Gmail to EveryAction** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-everyaction) - [ **Google Calendar to EveryAction** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-everyaction) Questions ## EasyBroker and EveryAction, answered ### ### What can start an automation from EasyBroker? Any of EasyBroker's 3 triggers in the catalog, including New Contact, New Contact Request and New property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EveryAction when something happens in EasyBroker? Any of EveryAction's 14 actions, including Create Financial Batch, Create or Update Contact, Add a Contribution and Add Activist Codes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EveryAction to EasyBroker? EveryAction has no triggers in the catalog today, so automations start in EasyBroker. If you need the other direction, ask: your agent reads EveryAction's API documentation and adds it. ### ### Do I have to build a connector for EasyBroker or EveryAction? 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 EasyBroker and EveryAction 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.