--- title: "Connect Gately and Instantly - APIANT.ai" description: "When \"New Member\" fires in Gately, your agent runs \"Add lead list\" in Instantly, or \"New Event\" in Instantly to \"Add contact\" in Gately." canonical: "https://apiant.ai/connect/gately-to-instantly" --- # Connect Gately and Instantly When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Add lead list** in [Instantly](https://apiant.ai/connections/instantly), or **New Event** in Instantly to **Add contact** in Gately. Describe the whole flow and it is built, tested on every scenario and kept running. Gately **1** trigger Gately **11** actions Instantly **1** trigger Instantly **22** 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 Instantly 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 Gately and Instantly can do together ### From Gately to Instantly - When **New Member** in Gately then **Add lead list** in Instantly - When **New Member** in Gately then **Add Lead to Campaign** in Instantly ### From Instantly to Gately - When **New Event** in Instantly then **Add contact** in Gately - When **New Event** in Instantly 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 Instantly ## Triggers and actions 2 triggers · 33 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 Event** Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change. - Action **Activate campaign** Starts a campaign, or resumes a paused one, and returns the updated campaign. - Action **Add campaign** Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign. - Action **Add lead list** Creates a new lead list in Instantly for storing leads. - Action **Add Lead to Campaign** Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead. - Action **Add Tags to Campaigns** Assigns one or more custom tags to one or more campaigns. - Action **Add to Blocklist** Adds an email address or domain to the workspace's blocklist so it no longer receives emails. - Action **Create a New Tag** Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns. - Action **Delete blocklist entry** Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry. - Action **Delete lead** Permanently deletes a lead from your Instantly workspace and returns the deleted lead. - Action **Find Lead** Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match. - Action **Get Blocklist Entry** Returns a single block list entry (a blocked email address or domain) by its ID. - Action **Get campaign** Returns a campaign's full details, including its schedule, sequences, sending accounts and settings. - Action **Get lead** Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables. - Action **List campaigns** Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent. - Action **List lead lists** Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment. - Action **List leads** Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address. - Action **List Tag Mappings** Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns. - Action **Pause campaign** Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign. - Action **Remove Lead From Campaign** Removes one or more leads from an Instantly campaign, deleting them from that campaign. - Action **Remove Tags From Campaigns** Removes one or more custom tags from Instantly campaigns. - Action **Update lead** Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead. - Action **Update Lead Status** Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list. ## 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) - [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly) 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 Instantly - [ **HubSpot to Instantly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-instantly) - [ **Google Sheets to Instantly** Google Sheets](https://apiant.ai/connect/google-sheets-to-instantly) - [ **Gmail to Instantly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-instantly) - [ **Google Calendar to Instantly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-instantly) - [ **Google Drive to Instantly** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-instantly) - [ **ActiveCampaign to Instantly** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-instantly) Questions ## Gately and Instantly, 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 Instantly when something happens in Gately? Any of Instantly's 22 actions, including Create a New Tag, Update lead, Update Lead Status and Activate campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Instantly to Gately? Yes. When something happens in Instantly, your agent can act in Gately too. This page covers both directions: Instantly's triggers and Gately's actions are listed here as well. ### ### Do I have to build a connector for Gately or Instantly? 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 Instantly 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.