# Connect Gist and Orderspace When **New Contact** fires in [Gist](https://apiant.ai/connections/gist), your agent runs **Add invoice** in [Orderspace](https://apiant.ai/connections/orderspace), or **New Customer** in Orderspace to **Add Tag to an Existing Contact** in Gist. Describe the whole flow and it is built, tested on every scenario and kept running. Gist **10** triggers Gist **13** actions Orderspace **10** triggers Orderspace **19** 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 Orderspace 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 Gist and Orderspace can do together ### From Gist to Orderspace - When **New Contact** in Gist then **Add invoice** in Orderspace - When **New conversation** in Gist then **Create Customer** in Orderspace ### From Orderspace to Gist - When **New Customer** in Orderspace then **Add Tag to an Existing Contact** in Gist - When **New Dispatch** in Orderspace then **Create or Update Contact** in Gist 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 Orderspace ## Triggers and actions 20 triggers · 32 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. - Trigger **New Customer** Triggers when a new customer is created in Orderspace. - Trigger **New Dispatch** Triggers when items on an Orderspace order are dispatched. - Trigger **New Invoice** Triggers when an invoice is created in Orderspace. - Trigger **New Order** Triggers when a new order is placed in Orderspace. - Trigger **New Payment** Triggers when a payment is made or recorded on an Orderspace invoice. - Trigger **New Product** Triggers when a new product is created in Orderspace. - Trigger **Updated Customer** Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied. - Trigger **Updated Inventory Level** Triggers when the stock on hand or available quantity of a product variant changes in Orderspace. - Trigger **Updated Order** Triggered when an order is changed. Watches the 200 most recently created orders. - Trigger **Updated Product** Triggers when a product is updated in Orderspace, returning the product with the updates applied. - Action **Add invoice** Creates an invoice in Orderspace for one or more of a customer's orders. - Action **Add product** Creates a new product with its variants, prices and categories in Orderspace. - Action **Create Customer** Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address. - Action **Create Dispatch** Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched. - Action **Create Order** Creates an order for an existing customer, with product, custom and shipping lines. - Action **Delete customer** Deletes a customer from your Orderspace site. - Action **Delete order** Deletes an order in Orderspace. - Action **Delete product** Deletes a product (and its variants) from your Orderspace catalog. - Action **Get customer** Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group. - Action **Get dispatch** Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines. - Action **Get invoice** Returns a single invoice by its ID, including its lines, orders, billing address and payments. - Action **Get order** Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals. - Action **Get product** Returns a single product by its ID, including its variants, prices, categories and images. - Action **List customers** Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list. - Action **List inventory levels** Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date. - Action **List orders** Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order. - Action **Update customer** Updates an existing Orderspace customer. Fields left blank keep their current values. - Action **Update Inventory Level** Sets the on-hand or available stock quantity for a product variant, identified by its SKU. - Action **Update product** Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged. ## 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) - [ **Orderspace** Orderspace is the easy way to take wholesale orders online](https://apiant.ai/connections/orderspace) 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 Orderspace - [ **HubSpot to Orderspace** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orderspace) - [ **Google Sheets to Orderspace** Google Sheets](https://apiant.ai/connect/google-sheets-to-orderspace) - [ **Gmail to Orderspace** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orderspace) - [ **Google Calendar to Orderspace** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orderspace) - [ **Google Drive to Orderspace** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-orderspace) - [ **Mailchimp to Orderspace** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-orderspace) Questions ## Gist and Orderspace, 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 Orderspace when something happens in Gist? Any of Orderspace's 19 actions, including Create Customer, Create Dispatch, Create Order and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orderspace to Gist? Yes. When something happens in Orderspace, your agent can act in Gist too. This page covers both directions: Orderspace's triggers and Gist's actions are listed here as well. ### ### Do I have to build a connector for Gist or Orderspace? 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.