--- title: "Connect Expiration Reminder and RO App - APIANT.ai" description: "When \"New Contact\" fires in Expiration Reminder, your agent runs \"Add Lead Comment\" in RO App." canonical: "https://apiant.ai/connect/expiration-reminder-to-ro-app" --- # Connect Expiration Reminder and RO App When **New Contact** fires in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), your agent runs **Add Lead Comment** in [RO App](https://apiant.ai/connections/ro-app), or **New Invoice Statuses** in RO App 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 RO App **12** triggers RO App **39** 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 RO App 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 RO App can do together ### From Expiration Reminder to RO App - When **New Contact** in Expiration Reminder then **Add Lead Comment** in RO App - When **New Expiration Item** in Expiration Reminder then **Create an Order Item** in RO App ### From RO App to Expiration Reminder - When **New Invoice Statuses** in RO App then **Create Contact** in Expiration Reminder - When **New Order Items** in RO App then **Create Expiration Item** 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 RO App ## Triggers and actions 15 triggers · 54 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 **Ad Campaigns** Triggers when a new ad campaign is added in RO App. - Trigger **Cash Flow Items** Triggers when a new cash flow category (income or expense item) is added in RO App. - Trigger **Clients List** Triggers when a new client (person contact) is added in RO App. - Trigger **Employees List** Triggers when a new employee is added to the RO App company account. - Trigger **Lead Types** Triggers when a new inquiry (lead) type is added to your RO App account. - Trigger **List of Services** Triggers when a new service is added to the RO App service catalog. - Trigger **List of the Products** Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category. - Trigger **Locations** Triggers when a new location is added to your RO App company. - Trigger **New Invoice Statuses** Triggers when a new invoice status is added to your RO App account. - Trigger **New Order Items** Triggers when a new item (product or service) is added to the selected order. - Trigger **New Taxes** Triggers when a new tax rate is added to the company in RO App. - Trigger **Order Statuses** Triggers when a new order status is added to your RO App account. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Lead Comment** Adds a comment to a lead (inquiry) in RO App. - Action **Add Order Comment** Adds a comment to an existing order in RO App, optionally marked private. - Action **Add Task Comment** Adds a comment to a task in RO App. - Action **Changing Order Status** Changes the status of an order, optionally with a comment. - Action **Create a Client** Creates a new client (person) in your RO App contacts. - Action **Create a Lead** Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign. - Action **Create an Order** Creates a new order in RO App for a client at a chosen location. - Action **Create an Order Item** Adds a product or service line item to an existing order in RO App. - Action **Create an Order or Estimate** Creates a new estimate in RO App for a client at a location. - Action **Create a Payment** Records an income or expense payment in a cashbox in RO App. - Action **Create Asset** Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number. - Action **Create Booking** Creates a new booking for a client at a location with an assigned employee and time slot. - Action **Create Product** Creates a new product in the RO App catalog. - Action **Create Service** Creates a new service in the RO App catalog. - Action **Create Task** Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Product** Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category. - Action **Find Service** Finds services in the RO App catalog by name, barcode or category. - Action **Get Booking Items** Returns all the service items on a specific booking. - Action **Get Client by ID** Returns the details of a single client (person) by its ID. - Action **Get Estimate by ID** Returns the full details of a single estimate, including its custom field values. - Action **Get Lead by ID** Returns a single lead (inquiry) by its ID, including its custom fields. - Action **Get Order by Id** Returns the full details of a single order by its ID. - Action **Get Prices** Returns the list of price types (margins) configured for your company. - Action **Get Product by Id** Returns a single product from your RO App catalog by its ID, including its custom fields. - Action **Get Product Categories** Returns the product categories in your RO App catalog, optionally limited to the children of one parent category. - Action **Get Service Categories** Returns the list of service categories in your RO App catalog, optionally under a parent category. - Action **Get Task** Returns a single task by its ID, including all of its details. - Action **Get UOMs (Inits of Measure)** Returns the list of product units of measure (UOMs) defined in the RO App account. - Action **Move Asset** Moves an asset to a different warehouse. - Action **Search for Assets** Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients. - Action **Search Task** Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline. - Action **Update an Order Item** Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment. - Action **Update an Order or Estimate** Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking. - Action **Update Client** Updates an existing client (person) in RO App contacts. - Action **Update Product** Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes. ## 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) - [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app) 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 RO App - [ **HubSpot to RO App** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ro-app) - [ **Google Sheets to RO App** Google Sheets](https://apiant.ai/connect/google-sheets-to-ro-app) - [ **Gmail to RO App** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ro-app) - [ **Google Calendar to RO App** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ro-app) - [ **Google Drive to RO App** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ro-app) - [ **Mailchimp to RO App** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ro-app) Questions ## Expiration Reminder and RO App, 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 RO App when something happens in Expiration Reminder? Any of RO App's 39 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RO App to Expiration Reminder? Yes. When something happens in RO App, your agent can act in Expiration Reminder too. This page covers both directions: RO App's triggers and Expiration Reminder's actions are listed here as well. ### ### Do I have to build a connector for Expiration Reminder or RO App? 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 RO App 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.