--- title: "Connect Expiration Reminder and Instantly - APIANT.ai" description: "When \"New Contact\" fires in Expiration Reminder, your agent runs \"Add lead list\" in Instantly." canonical: "https://apiant.ai/connect/expiration-reminder-to-instantly" --- # Connect Expiration Reminder and Instantly When **New Contact** fires in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), your agent runs **Add lead list** in [Instantly](https://apiant.ai/connections/instantly), or **New Event** in Instantly to **Create Contact** in Expiration Reminder. Describe the whole flow and it is built, tested on every scenario and kept running. Expiration Reminder **3** triggers Expiration Reminder **15** actions Instantly **1** trigger Instantly **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Expiration Reminder and Instantly 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 Expiration Reminder and Instantly can do together ### From Expiration Reminder to Instantly - When **New Contact** in Expiration Reminder then **Add lead list** in Instantly - When **New Expiration Item** in Expiration Reminder then **Add Lead to Campaign** in Instantly ### From Instantly to Expiration Reminder - When **New Event** in Instantly then **Create Contact** in Expiration Reminder - When **New Event** in Instantly then **Create Expiration Item for Contact** in Expiration Reminder 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 Expiration Reminder and Instantly ## Triggers and actions 4 triggers · 37 actions - Trigger **New Contact** Triggered when a new contact is added to your Expiration Reminder account. - Trigger **New Expiration Item** Triggered when a new expiration item is added to your Expiration Reminder account. - Trigger **Status Changed Expiration Item** Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired. - Action **Add Location** Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location. - Action **Create Contact** Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact. - Action **Create Expiration Item** Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item. - Action **Create Expiration Item for Contact** Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item. - Action **Delete Contact** Deletes a contact from Expiration Reminder. Returns the contact record that was deleted. - Action **Delete Expiration Item** Deletes an expiration item from Expiration Reminder. Returns the item record after deletion. - Action **Find Contact** Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches. - Action **Find Expiration** Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches. - Action **Get Contact** Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them. - Action **Get Expiration Item** Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it. - Action **List Contacts** Returns the contacts in your Expiration Reminder account, with the total number of contacts. - Action **List Expiration Items** Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items. - Action **List Locations** Returns the locations in your Expiration Reminder account, with the total number of locations. - Action **Renew Expiration** Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item. - Action **Update Expiration Item** Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item. - Trigger **New Event** Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change. - Action **Activate campaign** Starts a campaign, or resumes a paused one, and returns the updated campaign. - Action **Add campaign** Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign. - Action **Add lead list** Creates a new lead list in Instantly for storing leads. - Action **Add Lead to Campaign** Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead. - Action **Add Tags to Campaigns** Assigns one or more custom tags to one or more campaigns. - Action **Add to Blocklist** Adds an email address or domain to the workspace's blocklist so it no longer receives emails. - Action **Create a New Tag** Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns. - Action **Delete blocklist entry** Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry. - Action **Delete lead** Permanently deletes a lead from your Instantly workspace and returns the deleted lead. - Action **Find Lead** Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match. - Action **Get Blocklist Entry** Returns a single block list entry (a blocked email address or domain) by its ID. - Action **Get campaign** Returns a campaign's full details, including its schedule, sequences, sending accounts and settings. - Action **Get lead** Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables. - Action **List campaigns** Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent. - Action **List lead lists** Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment. - Action **List leads** Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address. - Action **List Tag Mappings** Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns. - Action **Pause campaign** Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign. - Action **Remove Lead From Campaign** Removes one or more leads from an Instantly campaign, deleting them from that campaign. - Action **Remove Tags From Campaigns** Removes one or more custom tags from Instantly campaigns. - Action **Update lead** Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead. - Action **Update Lead Status** Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list. ## Each app on its own - [ **Expiration Reminder** Expiration Reminder automatically tracks expiration dates and renewals for employee certifications, software...](https://apiant.ai/connections/expiration-reminder) - [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly) Reviews ## What our customers say ## More from Expiration Reminder - [ **Expiration Reminder to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/expiration-reminder-to-hubspot) - [ **Expiration Reminder to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/expiration-reminder-to-salesforce) - [ **Expiration Reminder to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/expiration-reminder-to-slack) - [ **Expiration Reminder to Google Sheets** Google Sheets](https://apiant.ai/connect/expiration-reminder-to-google-sheets) - [ **Expiration Reminder to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/expiration-reminder-to-gmail) - [ **Expiration Reminder to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/expiration-reminder-to-google-calendar) ## More into Instantly - [ **HubSpot to Instantly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-instantly) - [ **Google Sheets to Instantly** Google Sheets](https://apiant.ai/connect/google-sheets-to-instantly) - [ **Gmail to Instantly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-instantly) - [ **Google Calendar to Instantly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-instantly) - [ **Google Drive to Instantly** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-instantly) - [ **ActiveCampaign to Instantly** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-instantly) Questions ## Expiration Reminder and Instantly, answered ### ### What can start an automation from Expiration Reminder? Any of Expiration Reminder's 3 triggers in the catalog, including New Contact, New Expiration Item and Status Changed Expiration Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Instantly when something happens in Expiration Reminder? Any of Instantly's 22 actions, including Create a New Tag, Update lead, Update Lead Status and Activate campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Instantly to Expiration Reminder? Yes. When something happens in Instantly, your agent can act in Expiration Reminder too. This page covers both directions: Instantly's triggers and Expiration Reminder's actions are listed here as well. ### ### Do I have to build a connector for Expiration Reminder or Instantly? 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 Expiration Reminder and Instantly 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.