Integration
Connect Instantly and Process Street
When New Event fires in Instantly, your agent runs Create Data Set Record in Process Street, or New Comment Attachment in Process Street to Add lead list in Instantly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Instantly and Process Street to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Instantly and Process Street can do together
From Instantly to Process Street
When New Event in Instantly
then Create Data Set Record in Process Street
From Process Street to Instantly
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 Instantly and Process Street
Triggers and actions 5 triggers · 31 actions
- New Event
Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.
- Activate campaign
Starts a campaign, or resumes a paused one, and returns the updated campaign.
- Add campaign
Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.
- Add lead list
Creates a new lead list in Instantly for storing leads.
- Add Lead to Campaign
Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.
- Add Tags to Campaigns
Assigns one or more custom tags to one or more campaigns.
- Add to Blocklist
Adds an email address or domain to the workspace's blocklist so it no longer receives emails.
- Create a New Tag
Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.
- Delete blocklist entry
Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.
- Delete lead
Permanently deletes a lead from your Instantly workspace and returns the deleted lead.
- 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.
- Get Blocklist Entry
Returns a single block list entry (a blocked email address or domain) by its ID.
- Get campaign
Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.
- Get lead
Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.
- List campaigns
Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.
- List lead lists
Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.
- List leads
Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.
- List Tag Mappings
Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.
- Pause campaign
Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.
- Remove Lead From Campaign
Removes one or more leads from an Instantly campaign, deleting them from that campaign.
- Remove Tags From Campaigns
Removes one or more custom tags from Instantly campaigns.
- 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.
- 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.
- New Comment Attachment
Triggers when someone attaches a file to a comment in a workflow run.
- New Task Checked
Triggers when a task is checked off in a workflow.
- New Workflow Run
Triggers when a workflow is run.
- Task Ready
Triggers when a task is ready to be worked on.
- Create Data Set Record
Adds a new record to a data set.
- Delete Data Set Record
Deletes an existing record in a data set.
- Find Data Set Records
Search for data set records by form fields.
- Find Workflow Run
Search for a workflow run by ID, name, form fields, and other attributes.
- List Workflow Run Tasks
lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
- Run Workflow
Runs a workflow.
- Update Data Set Record
Updates an existing record in a data set.
- Update Task
Update a task in a workflow run.
- Update Workflow Run
Update an existing workflow run.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Instantly
Instantly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Instantly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Instantly to MailchimpMailchimp marketing automation and email platform.
Instantly to StripeStripe is a payment processing platform for online businesses.
Instantly to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Instantly to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Process Street
HubSpot to Process StreetHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to Process StreetGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Process StreetGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Pipedrive to Process StreetPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to Process StreetActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Instantly and Process Street, answered
What can start an automation from Instantly?
Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Process Street when something happens in Instantly?
Any of Process Street's 9 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Process Street to Instantly?
Yes. When something happens in Process Street, your agent can act in Instantly too. This page covers both directions: Process Street's triggers and Instantly's actions are listed here as well.
Do I have to build a connector for Instantly or Process Street?
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 Instantly and Process Street 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.