--- title: "Connect lemlist and PocketSmith - APIANT.ai" description: "When \"New Activity\" fires in lemlist, your agent runs \"Add category\" in PocketSmith." canonical: "https://apiant.ai/connect/lemlist-to-pocketsmith" --- # Connect lemlist and PocketSmith When **New Activity** fires in [lemlist](https://apiant.ai/connections/lemlist), your agent runs **Add category** in [PocketSmith](https://apiant.ai/connections/pocketsmith), or **New transaction** in PocketSmith to **Update Lead From Campaign** in lemlist. Describe the whole flow and it is built, tested on every scenario and kept running. lemlist **1** trigger lemlist **8** actions PocketSmith **1** trigger PocketSmith **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want lemlist and PocketSmith 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 lemlist and PocketSmith can do together ### From lemlist to PocketSmith - When **New Activity** in lemlist then **Add category** in PocketSmith - When **New Activity** in lemlist then **Add transaction** in PocketSmith ### From PocketSmith to lemlist - When **New transaction** in PocketSmith then **Update Lead From Campaign** in lemlist - When **New transaction** in PocketSmith then **Mark a Lead From All Campaigns as Interested** in lemlist 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 lemlist and PocketSmith ## Triggers and actions 2 triggers · 21 actions - Trigger **New Activity** Triggers when an activity has ocurred. It can be an email has been sent, replied to, bounced, or unsubscribed from or v3 new activity like a LinkedIn profile have been visited or a phone call just ended. - Action **Add Recipient to Unsubscribe List** Add a recipient to the unsubscribe list. - Action **Mark a Lead From All Campaigns as Interested** Mark a Lead From All Campaigns as Interested. - Action **Mark a Lead From One Campaign as Interested** Mark a Lead From One Campaign as Interested. - Action **Remove Lead From Campaign** Remove a Lead from a campaign. - Action **Remove Lead From Unsubscribe** Remove a Lead from unsubscribe. - Action **Resume Lead From All or Specific Campaigns** Resume Lead From All or Specific Campaigns. - Action **Search Lead** Search a lead. - Action **Update Lead From Campaign** Update Lead From Campaign. - Trigger **New transaction** Fires when a new transaction appears in the authorised user's PocketSmith accounts. - Action **Add category** Create a new category for the authorised user. - Action **Add transaction** Create a new transaction in a PocketSmith transaction account. - Action **Delete category** Delete a category by id. - Action **Delete transaction** Delete a transaction by id. - Action **Get account** Retrieve a single account by id. - Action **Get category** Retrieve a single category by id. - Action **Get transaction** Retrieve a single transaction by id. - Action **List accounts** List all bank/investment accounts for the authorised user. - Action **List categories** List all categories for the authorised user. - Action **List transaction accounts** List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions. - Action **List transactions** List transactions for the authorised user, with filters for date range, category, account, type and search text. - Action **Update category** Update an existing category's title, colour or parent. - Action **Update transaction** Update fields on an existing transaction (amount, payee, date, category, note, labels). ## Each app on its own - [ **lemlist** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connections/lemlist) - [ **PocketSmith** Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web.](https://apiant.ai/connections/pocketsmith) Reviews ## What our customers say ## More from lemlist - [ **lemlist to Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connect/lemlist-to-refiner) - [ **lemlist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lemlist-to-salesforce) - [ **lemlist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lemlist-to-slack) - [ **lemlist to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/lemlist-to-google-sheets) - [ **lemlist to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/lemlist-to-google-drive) - [ **lemlist to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lemlist-to-mailchimp) ## More into PocketSmith - [ **HubSpot to PocketSmith** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pocketsmith) - [ **Slack to PocketSmith** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pocketsmith) - [ **Google Sheets to PocketSmith** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pocketsmith) - [ **Gmail to PocketSmith** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pocketsmith) - [ **Google Drive to PocketSmith** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pocketsmith) - [ **Mailchimp to PocketSmith** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pocketsmith) Questions ## lemlist and PocketSmith, answered ### ### What can start an automation from lemlist? Any of lemlist's 1 trigger in the catalog, including New Activity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PocketSmith when something happens in lemlist? Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PocketSmith to lemlist? Yes. When something happens in PocketSmith, your agent can act in lemlist too. This page covers both directions: PocketSmith's triggers and lemlist's actions are listed here as well. ### ### Do I have to build a connector for lemlist or PocketSmith? 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 lemlist and PocketSmith 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.