Integration
Connect Ellie and SetSmart
When New Task fires in Ellie, your agent runs Set Lead to Booked in SetSmart, or New Lead in SetSmart to Create Task in Ellie. 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 Ellie 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 Ellie and SetSmart can do together
From Ellie to SetSmart
When New Task in Ellie
then Set Lead to Booked in SetSmart
When Task Complete in Ellie
then Find Contact in SetSmart
From SetSmart to Ellie
When New Lead in SetSmart
then Create Task in Ellie
When New Resume for Lead in SetSmart
then Update Task in Ellie
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 Ellie and SetSmart
Triggers and actions 8 triggers · 9 actions
Trigger
New TaskTriggered when a new task is created in Ellie.
Trigger
Task CompleteTriggered when a task is marked complete in Ellie.
Action
Create TaskCreates a task in Ellie, optionally scheduled for a day, with a label, list, notes and subtasks.
Action
Update TaskUpdates a task in Ellie. Fields you leave blank are left as they are.
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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More into SetSmart
HubSpot to SetSmartHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SetSmartSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SetSmartGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SetSmartGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SetSmartGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SetSmartGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Ellie and SetSmart, answered
What can start an automation from Ellie?
Any of Ellie's 2 triggers in the catalog, including New Task and Task Complete. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in Ellie?
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 Ellie?
Yes. When something happens in SetSmart, your agent can act in Ellie too. This page covers both directions: SetSmart's triggers and Ellie's actions are listed here as well.
Do I have to build a connector for Ellie 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 Ellie 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.