--- title: "Connect Expiration Reminder to Mailsoftly - APIANT.ai" description: "When \"New Contact\" fires in Expiration Reminder, your agent runs \"Add contact list\" in Mailsoftly." canonical: "https://apiant.ai/connect/expiration-reminder-to-mailsoftly" --- # Connect Expiration Reminder to Mailsoftly When **New Contact** fires in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), your agent runs **Add contact list** in [Mailsoftly](https://apiant.ai/connections/mailsoftly). Describe the whole flow and it is built, tested on every scenario and kept running. Expiration Reminder **3** triggers Expiration Reminder **15** actions Mailsoftly **20** 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 Mailsoftly 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 can start in Mailsoftly - When **New Contact** in Expiration Reminder then **Add contact list** in Mailsoftly - When **New Expiration Item** in Expiration Reminder then **Add contact note** in Mailsoftly 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 Mailsoftly ## Triggers and actions 3 triggers · 35 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. - Action **Add contact list** Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id. - Action **Add contact note** Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened. - Action **Add Global Unsubscribe** Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet. - Action **Add or update contact** Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID). - Action **Add Tag to Contact** Adds a tag to a contact, either an existing tag or one found or created by name. - Action **Add to Contact List** Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error. - Action **Add to Suppression List** Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists. - Action **Create Contact** Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID. - Action **Create Tag** Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists. - Action **Delete contact** Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity. - Action **Find contacts** Returns the contacts that exactly match the email address, first name and/or last name you supply. - Action **Get contact** Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields. - Action **Get Contact Activity** Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes. - Action **Get Contact Subscriptions** Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives. - Action **List contact lists** Returns all contact lists in your Mailsoftly account with their ids, names and contact counts. - Action **List Contacts in Contact List** Returns the contacts that belong to one contact list, with when each was added to the list. - Action **List Tags** Returns every contact tag in the account with its id, name and color. - Action **Remove contact from contact list** Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched. - Action **Remove Tag to Contact** Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts. - Action **Update Contact** Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value. ## 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) - [ **Mailsoftly** Mailsoftly is a free email marketing tool designed to send personalized emails and newsletters.](https://apiant.ai/connections/mailsoftly) 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 Mailsoftly - [ **HubSpot to Mailsoftly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailsoftly) - [ **Salesforce to Mailsoftly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mailsoftly) - [ **Slack to Mailsoftly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mailsoftly) - [ **Google Sheets to Mailsoftly** Google Sheets](https://apiant.ai/connect/google-sheets-to-mailsoftly) - [ **Gmail to Mailsoftly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailsoftly) - [ **Google Calendar to Mailsoftly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailsoftly) Questions ## Expiration Reminder and Mailsoftly, 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 Mailsoftly when something happens in Expiration Reminder? Any of Mailsoftly's 20 actions, including Create Contact, Create Tag, Update Contact and Add contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mailsoftly to Expiration Reminder? Mailsoftly has no triggers in the catalog today, so automations start in Expiration Reminder. If you need the other direction, ask: your agent reads Mailsoftly's API documentation and adds it. ### ### Do I have to build a connector for Expiration Reminder or Mailsoftly? 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 Mailsoftly 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.