Integration
Connect Fulcrum and rasa.io
When Record Created fires in Fulcrum, your agent runs Get contact in rasa.io, or New Insights Action in rasa.io to Update Record (Partial) in Fulcrum. 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 Fulcrum and rasa.io to do together?
Ask the assistant
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 Fulcrum and rasa.io can do together
From Fulcrum to rasa.io
When Record Created in Fulcrum
then Get contact in rasa.io
When Record Updated in Fulcrum
then List contacts in rasa.io
From rasa.io to Fulcrum
When New Insights Action in rasa.io
then Update Record (Partial) in Fulcrum
When New Insights Topics in rasa.io
then Query Records in Fulcrum
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 Fulcrum and rasa.io
Triggers and actions 5 triggers · 33 actions
Trigger
Record CreatedTriggers when a new record is created in Fulcrum.
Trigger
Record UpdatedTriggers when a record is created or updated in Fulcrum.
Action
Add formCreates a new form (app) in Fulcrum with the fields, status options and settings you provide.
Action
Delete projectDeletes a project from your Fulcrum account.
Action
Delete RecordDeletes a Fulcrum record.
Action
Download PDF ReportDownloads the PDF file of a generated Fulcrum report.
Action
Find RecordReturns one Fulcrum record by its ID, with its field values and location.
Action
Find RecordsReturns Fulcrum records, optionally filtered by form, project and created or updated time.
Action
Generate PDF ReportGenerates a PDF report for a Fulcrum record, optionally from a report template.
Action
Get FormReturns one Fulcrum form (app) with its fields.
Action
Get ProjectReturns one Fulcrum project by its ID.
Action
List FormsReturns the forms (apps) in your Fulcrum organization.
Action
List membershipsReturns the members of your Fulcrum organization, optionally limited to a form, project or layer.
Action
List photosReturns metadata for photos in your Fulcrum account, optionally limited to one record or app.
Action
List ProjectsReturns the projects in your Fulcrum organization.
Action
List record historyReturns every saved version of a Fulcrum record, with who made each change and when.
Action
Project CreateCreates a new Fulcrum project.
Action
Query RecordsRuns a SQL query against your organization's Fulcrum data and returns the rows.
Action
Record CreateCreates a new record in a Fulcrum form.
Action
Record UpdateReplaces a Fulcrum record with the values given; fields not sent are cleared.
Action
Update formUpdates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.
Action
Update projectUpdates the name and description of an existing Fulcrum project and returns the updated project.
Action
Update Record (Partial)Updates only the given fields of a Fulcrum record and leaves the rest unchanged.
Trigger
New Insights ActionTriggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.
Trigger
New Insights TopicsTriggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.
Trigger
New PersonTriggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.
Action
Add listCreates a new mailing list in the rasa.io account and returns the new list's id.
Action
Add subscriptionCreates a subscription for a contact on a subscription type, or updates it if that contact already has a matching subscription. Returns the resulting subscription.
Action
Create or Update PersonCreates a contact for the email address, or updates the existing active contact with that email, and returns the contact.
Action
Delete contactPermanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.
Action
Get contactReturns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.
Action
Get newsletterReturns a single newsletter by ID, including its associated lists and subscription types.
Action
List contactsReturns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.
Action
List newslettersReturns all active newsletters in your rasa.io account, including their associated lists and subscription types.
Action
List segmentsReturns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.
Action
List subscription typesReturns all active subscription types in your rasa.io account, along with their active integration mappings.
Action
Remove contact from listRemoves a contact from a list. The contact itself is kept and stays on any other lists.
Action
Update subscriptionUpdates an existing subscription's email permission, active status, sync time or unsubscribe reason. Only the values you supply are changed.
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
Reviews
What our customers say
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Questions
Fulcrum and rasa.io, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in rasa.io when something happens in Fulcrum?
Any of rasa.io's 12 actions, including Create or Update Person, Update subscription, Add list and Add subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from rasa.io to Fulcrum?
Yes. When something happens in rasa.io, your agent can act in Fulcrum too. This page covers both directions: rasa.io's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or rasa.io?
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 Fulcrum and rasa.io 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.