--- title: "Connect Gately and Simplero - APIANT.ai" description: "When \"New Member\" fires in Gately, your agent runs \"Create or Update Contact\" in Simplero, or \"New Purchase\" in Simplero to \"Add contact\" in Gately." canonical: "https://apiant.ai/connect/gately-to-simplero" --- # Connect Gately and Simplero When **New Member** fires in [Gately](https://apiant.ai/connections/gately), your agent runs **Create or Update Contact** in [Simplero](https://apiant.ai/connections/simplero), or **New Purchase** in Simplero 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 Simplero **2** triggers Simplero **14** 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 Simplero 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 Simplero can do together ### From Gately to Simplero - When **New Member** in Gately then **Create or Update Contact** in Simplero - When **New Member** in Gately then **Update Contact** in Simplero ### From Simplero to Gately - When **New Purchase** in Simplero then **Add contact** in Gately - When **Tag Added to Contact** in Simplero then **Update contact** 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 Simplero ## Triggers and actions 3 triggers · 25 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 Purchase** Triggers when a new purchase is made in Simplero. - Trigger **Tag Added to Contact** Triggers when a tag is added to a Simplero contact. - Action **Create or Update Contact** Creates a Simplero contact, or updates the existing contact with that email. - Action **Find Contact by Email** Finds Simplero contacts by email address. - Action **Get Contact** Returns one Simplero contact by ID. - Action **Issue Points for a Contact** Issues points (credits) to a Simplero contact. - Action **List Automations** Returns the automations in your Simplero account. - Action **List Lists** Returns the email lists in your Simplero account. - Action **List Products** Returns the products in your Simplero account. - Action **List Tags** Returns the tags in your Simplero account. - Action **Remove Subscription From a List** Unsubscribes a Simplero contact from an email list. - Action **Remove Tag From Contact** Removes a tag from a Simplero contact. - Action **Start an Automation for Existing Customer** Starts a Simplero automation for an existing contact. - Action **Subscribe to a List** Subscribes a Simplero contact to an email list. - Action **Tag Existing Contact** Adds a tag to an existing Simplero contact. - Action **Update Contact** Updates a Simplero contact's name, email or phone number. ## 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) - [ **Simplero** Integrated software for info marketing and online courses.](https://apiant.ai/connections/simplero) 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 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) ## More into Simplero - [ **HubSpot to Simplero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplero) - [ **Salesforce to Simplero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplero) - [ **Google Sheets to Simplero** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplero) - [ **Gmail to Simplero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplero) - [ **Google Calendar to Simplero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplero) - [ **Google Drive to Simplero** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplero) Questions ## Gately and Simplero, 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 Simplero when something happens in Gately? Any of Simplero's 14 actions, including Create or Update Contact, Update Contact, Find Contact by Email and Get Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Simplero to Gately? Yes. When something happens in Simplero, your agent can act in Gately too. This page covers both directions: Simplero's triggers and Gately's actions are listed here as well. ### ### Do I have to build a connector for Gately or Simplero? 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 Simplero 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.