# Connect Gately to Dashly When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Send message to user** in [Dashly](https://apiant.ai/connections/dashly). Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Dashly **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gately and Dashly to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Gately can start in Dashly - When **New Member** in Gately then **Send message to user** in Dashly - When **New Member** in Gately then **Create Event** in Dashly 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 Gately and Dashly ## Triggers and actions 1 trigger · 24 actions - Trigger **New Member** Triggers when a new member signs up to your project. - Action **Add contact** Create a new CRM contact. - Action **Add member** Create a new project member. - Action **Delete contact** Permanently delete a contact and all associated data. - Action **Find contacts by criteria** Search/filter contacts via list endpoint query params (email, tag, list, segment). - Action **Get contact** Retrieve a single CRM contact by ID. - Action **Get member** Retrieve a single member by ID. - Action **List contacts** Retrieve contacts for a project with optional filtering and pagination. - Action **List members** Retrieve a paginated list of members in the project. - Action **Send email** Send a transactional email to one or more recipients. - Action **Update contact** Partially update a contact — only sent fields change. - Action **Update member** Update an existing member. - Action **Add conversation tag** /conversations/{id}/tag - add a tag to a conversation. - Action **Assign conversation** /conversations/{id}/assign - assign an admin to the conversation. - Action **Close conversation** /conversations/{id}/close - close a conversation. - Action **Create Event** Creates a new event. - Action **Create/Update/Delete Properties** Creates, updates or deletes a list of properties, depending on an operation choice. - Action **Delete conversation tag** /conversations/{id}/tag - remove a tag from a conversation. - Action **Get conversation** /conversations/{id} - retrieve a conversation by id. - Action **Get user** /users/{id} - retrieve a user's data. - Action **List conversation parts** /conversations/{id}/parts - list messages/parts of a conversation. - Action **List user events** /users/{id}/events - list a user's tracked events. - Action **List users** /apps/{id}/users - list users (leads) of an app; paginated. - Action **Reply to conversation** /conversations/{id}/reply - post a reply in a conversation. - Action **Send message to user** /users/{id}/sendmessage - send a manual message to a user. ## Each app on its own - [ **Gately** Gately is a membership platform that helps creators and teams build courses, manage members, publish...](https://apiant.ai/connections/gately) - [ **Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connections/dashly) Reviews ## What our customers say ## More from Gately - [ **Gately to Ellie** Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.](https://apiant.ai/connect/gately-to-ellie) - [ **Gately to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gately-to-hubspot) - [ **Gately to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gately-to-salesforce) - [ **Gately to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gately-to-slack) - [ **Gately to Google Sheets** Google Sheets](https://apiant.ai/connect/gately-to-google-sheets) - [ **Gately to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gately-to-gmail) ## More into Dashly - [ **HubSpot to Dashly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dashly) - [ **Salesforce to Dashly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dashly) - [ **Slack to Dashly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dashly) - [ **Google Sheets to Dashly** Google Sheets](https://apiant.ai/connect/google-sheets-to-dashly) - [ **Gmail to Dashly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dashly) - [ **Google Calendar to Dashly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dashly) Questions ## Gately and Dashly, answered ### ### What can start an automation from Gately? Any of Gately's 1 trigger in the catalog, including New Member. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dashly when something happens in Gately? Any of Dashly's 13 actions, including Create Event, Create/Update/Delete Properties, Send message to user and Add conversation tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dashly to Gately? Dashly has no triggers in the catalog today, so automations start in Gately. If you need the other direction, ask: your agent reads Dashly's API documentation and adds it. ### ### Do I have to build a connector for Gately or Dashly? 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. ### ### 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.