--- title: "Connect Gist to Crelate - APIANT.ai" description: "When \"New Contact\" fires in Gist, your agent runs \"Find Contact\" in Crelate. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/gist-to-crelate" --- # Connect Gist to Crelate When **New Contact** fires in [Gist](https://apiant.ai/connections/gist), your agent runs **Find Contact** in [Crelate](https://apiant.ai/connections/crelate). Describe the whole flow and it is built, tested on every scenario and kept running. Gist **10** triggers Gist **13** actions Crelate **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 Gist and Crelate 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 Gist can start in Crelate - When **New Contact** in Gist then **Find Contact** in Crelate - When **New conversation** in Gist then **Add email** in Crelate 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 Gist and Crelate ## Triggers and actions 10 triggers · 27 actions - Trigger **Conversation closed** Fires when a conversation is closed. Webhook topic "Conversation Closed". - Trigger **New Contact** Triggers when you add a new contact. - Trigger **New conversation** Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation". - Trigger **New message from contact** Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact". - Trigger **Performed an Event** Triggers when a contact performs an event. - Trigger **Subscribed to a Campaign** Triggers when a contact is subscribed to a campaign. - Trigger **Tag Added to Contact** Triggers when a specific tag gets added to a contact. - Trigger **Tag Removed From Contact** Triggers when a specific tag gets removed from a contact. - Trigger **Unsubscribed From a Campaign** Triggers when a contact is unsubscribed from a campaign. - Trigger **Updated a Contact Property** Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property. - Action **Add conversation** Create a new conversation in Gist's helpdesk/live-chat. - Action **Add Tag to an Existing Contact** Apply a tag to an existing contact. - Action **Assign conversation** Assign an existing conversation to a teammate or team. - Action **Close conversation** Close an existing conversation. - Action **Create or Update Contact** Creates a new Contact or updates an existing one. - Action **Delete contact** Delete a contact by id. - Action **Find a Contact** Finds an existing contact. - Action **Get a Contact** Fetches a contact by ID. An error occurs if the contact is not found. - Action **Get conversation** Retrieve a single conversation by id. - Action **List contacts** List all contacts in the workspace. - Action **List conversations** List all conversations in the workspace. - Action **Remove Tag From Existing Contact** Removes a tag from an existing contact. - Action **Reply to conversation** Add a reply message to an existing conversation. - Action **Add email** Logs an email activity in Crelate on a contact, company or job record. - Action **Create Note** Creates a note on a Crelate contact, company or job record. - Action **Create Task** Creates a task in Crelate attached to a contact, company or job record. - Action **Create Webhook (Company Created)** Subscribes a URL to receive a notification whenever a company is created in Crelate. - Action **Delete company** Permanently deletes a company record from Crelate. - Action **Delete contact** Permanently deletes a contact from Crelate. - Action **Delete job** Permanently deletes a job in Crelate. - Action **Find Company** Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies. - Action **Find Contact** Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches. - Action **Find Job** Searches jobs by name keywords or job number and returns the matching jobs. - Action **Get company** Returns a single Crelate company record, including its custom fields, by its id. - Action **Get contact** Returns a single Crelate contact by its id, including all standard and custom fields. - Action **Get job** Returns a single job record by its id, including its custom fields. - Action **Update task** Updates an existing Crelate task. Only the fields you fill in are changed. ## Each app on its own - [ **Gist** Gist is an all-in-one email marketing automation, live chat & help desk platform.](https://apiant.ai/connections/gist) - [ **Crelate** Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking...](https://apiant.ai/connections/crelate) Reviews ## What our customers say ## More from Gist - [ **Gist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gist-to-hubspot) - [ **Gist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gist-to-salesforce) - [ **Gist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gist-to-slack) - [ **Gist to Google Sheets** Google Sheets](https://apiant.ai/connect/gist-to-google-sheets) - [ **Gist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gist-to-gmail) - [ **Gist to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gist-to-google-calendar) ## More into Crelate - [ **HubSpot to Crelate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-crelate) - [ **Salesforce to Crelate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-crelate) - [ **Slack to Crelate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-crelate) - [ **Google Sheets to Crelate** Google Sheets](https://apiant.ai/connect/google-sheets-to-crelate) - [ **Gmail to Crelate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-crelate) - [ **Google Calendar to Crelate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-crelate) Questions ## Gist and Crelate, answered ### ### What can start an automation from Gist? Any of Gist's 10 triggers in the catalog, including New Contact, New conversation, New message from contact and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Crelate when something happens in Gist? Any of Crelate's 14 actions, including Create Note, Create Task, Create Webhook (Company Created) and Update task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Crelate to Gist? Crelate has no triggers in the catalog today, so automations start in Gist. If you need the other direction, ask: your agent reads Crelate's API documentation and adds it. ### ### Do I have to build a connector for Gist or Crelate? 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 Gist and Crelate 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.