--- title: "Connect Evoliz to Direct Mail Manager - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Add address\" in Direct Mail Manager." canonical: "https://apiant.ai/connect/evoliz-to-direct-mail-manager" --- # Connect Evoliz to Direct Mail Manager When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Add address** in [Direct Mail Manager](https://apiant.ai/connections/direct-mail-manager). Describe the whole flow and it is built, tested on every scenario and kept running. Evoliz **5** triggers Evoliz **23** actions Direct Mail Manager **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Evoliz and Direct Mail Manager 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 Evoliz can start in Direct Mail Manager - When **New Account** in Evoliz then **Add address** in Direct Mail Manager - When **New Article** in Evoliz then **Add address to mailing list** in Direct Mail Manager 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 Evoliz and Direct Mail Manager ## Triggers and actions 5 triggers · 35 actions - Trigger **New Account** Triggered when a new accounting account is created in Evoliz. - Trigger **New Article** Triggered when a new article is created in your Evoliz catalog. - Trigger **New Client** Triggered when a new client is created - Trigger **New Client Contact** Triggered when a new client contact is created. - Trigger **New Event** Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz. - Action **Create Account** Creates a new accounting account (accounting classification) in Evoliz. - Action **Create Article** Creates a Article - Action **Create Client** Creates a Client - Action **Create Contact Client** Creates a Contact Client - Action **Create Contact Prospect** Creates a new contact attached to an existing prospect in Evoliz. - Action **Create Expense** Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines. - Action **Create Invoice** Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz. - Action **Create Prospect** Creates a Prospect - Action **Create Quote** Creates a Quote - Action **Create Sale Order** Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz. - Action **Find Article** Finds an Article - Action **Find Client** Returns up to 100 clients that match the search text; the first match is also returned on its own. - Action **Find Contact Client** Returns up to 100 client contacts that match the specified search text, email, or client. - Action **Find Supplier** Finds a Supplier - Action **Find User** Finds users of your Evoliz company whose details match the search text. - Action **Get Contact Prospect** Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to. - Action **Get Expense** Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines. - Action **Get Prospect** Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers. - Action **Invoice Quote** Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote). - Action **Invoice Sale Order** Create a new invoice from an existing Evoliz sale order. - Action **Send Quote** Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached). - Action **Update Article** Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed. - Action **Update Client** Updates an existing client. Replaces only data that is set. - Action **Add address** Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result. - Action **Add address to mailing list** Adds an existing address to a mailing list. An address can belong to any number of mailing lists. - Action **Add mailing list** Creates a new mailing list in Direct Mail Manager and returns its ID. - Action **Delete address** Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted. - Action **Delete mailing list** Permanently deletes a mailing list. Addresses that were on the list are kept. - Action **Get address** Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values. - Action **Get mailing list** Returns a single mailing list by its ID, including its name, address count and mailable count. - Action **List addresses** Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term. - Action **List mailing lists** Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date. - Action **Suppress address** Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address. - Action **Update address** Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values. - Action **Update mailing list** Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list. ## Each app on its own - [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz) - [ **Direct Mail Manager** Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.](https://apiant.ai/connections/direct-mail-manager) Reviews ## What our customers say ## More from Evoliz - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar) ## More into Direct Mail Manager - [ **HubSpot to Direct Mail Manager** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-direct-mail-manager) - [ **Salesforce to Direct Mail Manager** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-direct-mail-manager) - [ **Slack to Direct Mail Manager** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-direct-mail-manager) - [ **Google Sheets to Direct Mail Manager** Google Sheets](https://apiant.ai/connect/google-sheets-to-direct-mail-manager) - [ **Gmail to Direct Mail Manager** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-direct-mail-manager) - [ **Google Calendar to Direct Mail Manager** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-direct-mail-manager) Questions ## Evoliz and Direct Mail Manager, answered ### ### What can start an automation from Evoliz? Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Direct Mail Manager when something happens in Evoliz? Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Direct Mail Manager to Evoliz? Direct Mail Manager has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it. ### ### Do I have to build a connector for Evoliz or Direct Mail Manager? 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 Evoliz and Direct Mail Manager 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.