Integration
Connect EngageBay Marketing and Simplicate
When New Company fires in EngageBay Marketing, your agent runs Update Company in Simplicate, or New Companies in Simplicate to Add Contact to Form in EngageBay Marketing. 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 EngageBay Marketing and Simplicate to do together?
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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 EngageBay Marketing and Simplicate can do together
From EngageBay Marketing to Simplicate
When New Company in EngageBay Marketing
then Update Company in Simplicate
From Simplicate to EngageBay Marketing
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 EngageBay Marketing and Simplicate
Triggers and actions 32 triggers · 39 actions
- Company Property Change
Triggers when an existing company is updated in EngageBay.
- Contact Property Change
Triggers when an existing contact is updated in EngageBay.
- Deal Property Change
Triggers when an existing deal is updated in EngageBay.
- New Company
Triggers when a new company is created in EngageBay.
- New Contact
Triggers when a new contact is created in EngageBay.
- New Deal
Triggers when a new deal is created in EngageBay.
- New Event
Triggers when a new calendar event is added in EngageBay (events scheduled from 30 days ago through the next year).
- New Task
Triggers when a new task is created in EngageBay.
- New Ticket
Triggers when a new support ticket is created in EngageBay.
- Tag Added to Contact
Triggers when a contact's tags change in EngageBay, such as when a tag is added to a contact.
- Tag Added to Deal
Triggers when a tag is added to a deal, firing once per newly seen deal and tag pair on recently updated deals.
- Task Property Change
Triggers when an existing task is updated in EngageBay.
- Ticket Updated
Triggers when a support ticket is updated in EngageBay.
- Add Contact to Form
Adds a contact, by email address, to an EngageBay form.
- Add contact to list
Adds an existing EngageBay contact, identified by email address, to one of your contact lists.
- Add Contact to Sequence
Adds a contact, by email address, to an EngageBay email sequence.
- Add deal
Creates a new deal in EngageBay with a name, amount, pipeline track and milestone.
- Add Note to Contact
Adds a note to an EngageBay contact.
- Add Tag to Contact
Adds a tag to a contact found by email address.
- Create Contact
Creates a new contact in EngageBay with an email, name, phone and lead score.
- Create Event
Creates a calendar event in EngageBay, optionally related to a contact.
- Create or Update Contact
Creates a contact, or updates the existing contact that has the same email address.
- Create Ticket
Creates a support ticket in EngageBay.
- Delete company
Deletes a company from EngageBay by its ID.
- Delete contact
Deletes a contact from your EngageBay account.
- Delete deal
Deletes a deal from EngageBay by its ID.
- Delete task
Deletes a task from EngageBay by its ID.
- Find companies by keyword
Searches your EngageBay companies by keyword across their default fields and returns the matching companies (up to 100).
- Find Contact
Finds an EngageBay contact by email address.
- Get company
Returns a single EngageBay company by its ID, including its properties, tags, owner and linked contacts.
- Get contact
Returns a single EngageBay contact by its ID, including its properties, tags, lists, companies and score.
- Get deal
Returns a single EngageBay deal by its ID, including its amount, track, milestone, owner, tags and custom properties.
- Get Owners
Returns every user (owner) in the EngageBay account.
- Get Tracks
Returns every deal pipeline (track) and its milestones.
- List companies
Returns the companies in your EngageBay account, up to 100 per run, with their properties, tags and owner.
- List contacts
Returns the contacts in your EngageBay account, with their properties, tags and list memberships.
- List deals
Returns the deals in a deal track, ordered by created time.
- Remove Tag From a Contact
Removes a tag from a contact found by email address.
- Update company
Updates properties on an existing EngageBay company, adding or overwriting only the properties you send and leaving the rest untouched.
- Update contact
Updates the properties of an existing EngageBay contact, including custom fields. Fields left blank keep their current values.
- Update deal
Updates properties (including custom fields) on an existing EngageBay deal without changing its other fields.
- Update task
Updates an existing EngageBay task — its name, description, type, status, due date and linked contacts, companies or deals.
- Invoices Paid
Triggers when a payment is registered against an invoice in Simplicate.
- Invoices Sent
Triggers when an invoice moves to the Sent status in Simplicate.
- New Companies
Triggers when a new company is created in Simplicate.
- New Contacts
Triggers when a new contact is created in Simplicate.
- New Employees
Triggers when a new employee is created in Simplicate.
- New Hours
Triggers when a new hours registration is created in Simplicate.
- New or Updated Companies
Triggers when a company is created or updated in Simplicate.
- New or Updated Contacts
Triggers when a contact is created or updated in Simplicate.
- New or Updated Employees
Triggers when a employee is created or updated in Simplicate.
- New or Updated Projects
Triggers when a project is created or updated in Simplicate.
- New or Updated Sales
Triggers when a sale is created or updated in Simplicate.
- New Projects
Triggers when a new project is created in Simplicate.
- New Sales
Triggers when a new sale is created in Simplicate.
- New Services
Triggers when a new project service is created in Simplicate.
- New Timeline Notes
Triggers when a new timeline note is created in Simplicate.
- Quotes Sent
Triggers when a quote is sent in a Simplicate sales process.
- Sales Accepted
Triggers when a sale is marked accepted in Simplicate.
- Updated Hours
Triggers when a hours registration is created or updated in Simplicate.
- Updated Services
Triggers when a project service is created or updated in Simplicate.
- Find Company by ID
Returns one company by its Simplicate ID.
- Find Company by Name
Finds the first company whose name matches, and returns it.
- Find Contact by Email
Finds the first contact whose email matches, and returns it.
- Find Contact by ID
Returns one contact by its Simplicate ID.
- Find Project by ID
Returns one project by its Simplicate ID.
- Find Sales by ID
Returns one sale by its Simplicate ID.
- Update Company
Updates an existing company in Simplicate; only the fields you fill in change.
- Update Contact
Updates an existing contact in Simplicate; only the fields you fill in change.
- Update Project
Updates an existing project in Simplicate; only the fields you fill in change.
- Update Sales
Updates an existing sale in Simplicate; only the fields you fill in change.
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
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Questions
EngageBay Marketing and Simplicate, answered
What can start an automation from EngageBay Marketing?
Any of EngageBay Marketing's 13 triggers in the catalog, including New Company, New Contact, New Deal and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Simplicate when something happens in EngageBay Marketing?
Any of Simplicate's 10 actions, including Update Company, Update Contact, Update Project and Update Sales. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplicate to EngageBay Marketing?
Yes. When something happens in Simplicate, your agent can act in EngageBay Marketing too. This page covers both directions: Simplicate's triggers and EngageBay Marketing's actions are listed here as well.
Do I have to build a connector for EngageBay Marketing or Simplicate?
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 EngageBay Marketing and Simplicate 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.