--- title: "Connect Gately and Ellie - APIANT.ai" description: "When \"New Member\" fires in Gately, your agent runs \"Create Task\" in Ellie, or \"New Task\" in Ellie to \"Find contacts by criteria\" in Gately." canonical: "https://apiant.ai/connect/gately-to-ellie" --- # Connect Gately and Ellie When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Create Task** in [Ellie](https://apiant.ai/connections/ellie), or **New Task** in Ellie to **Find contacts by criteria** in Gately. Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Ellie **2** triggers Ellie **2** 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 Ellie 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) Gately holds your members, contacts and transactional email; Ellie holds the day's tasks. Joining them means a new signup in Gately can put a real follow-up task on your Ellie plan, and finishing that task in Ellie can update the member record or contact back in Gately. Both sides stay in step without anyone retyping names and emails. Example flows ## What Gately and Ellie can do together ### From Gately to Ellie - When **New Member** in Gately then **Create Task** in Ellie - When **New Member** in Gately then **Update Task** in Ellie ### From Ellie to Gately - When **New Task** in Ellie then **Find contacts by criteria** in Gately - When **Task Complete** in Ellie then **Send email** in Gately 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 Ellie ## Triggers and actions 3 triggers · 13 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. - Trigger **New Task** Triggered when a new task is created in Ellie. - Trigger **Task Complete** Triggered when a task is marked complete in Ellie. - Action **Create Task** Creates a task in Ellie, optionally scheduled for a day, with a label, list, notes and subtasks. - Action **Update Task** Updates a task in Ellie. Fields you leave blank are left as they are. ## 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) - [ **Ellie** Ellie helps you organize your thoughts and plan your day in a beautiful and simple app.](https://apiant.ai/connections/ellie) Reviews ## What our customers say ## More from Gately - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Gately to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gately-to-google-calendar) ## More into Ellie - [ **Slack to Ellie** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ellie) - [ **ActiveCampaign to Ellie** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ellie) - [ **Notion to Ellie** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-ellie) - [ **Airtable to Ellie** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-ellie) - [ **Asana to Ellie** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-ellie) - [ **ClickUp to Ellie** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-ellie) Questions ## Gately and Ellie, answered ### ### Can a task in Ellie change something in Gately? Yes. Both the New Task and Task Complete triggers in Ellie can drive Gately actions such as Update member, Update contact or Send email. The agent builds the rule and tests every scenario before it goes live. ### ### What happens if the new member already exists as a contact in Gately? The agent uses Find contacts by criteria to search by email first, then either updates the existing contact or adds a new one. Only after that does it create the task in Ellie, so you do not end up with duplicate records. ### ### 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 Ellie when something happens in Gately? Any of Ellie's 2 actions, including Create Task and Update Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ellie to Gately? Yes. When something happens in Ellie, your agent can act in Gately too. This page covers both directions: Ellie's triggers and Gately's actions are listed here as well. ### ### Do I have to build a connector for Gately or Ellie? 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 Gately and Ellie 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.