Integration
Connect Liaison and Overloop.ai
When New or Updated Application fires in Liaison, your agent runs Add list in Overloop.ai, or List Created in Overloop.ai to Update organization in Liaison. 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 Liaison and Overloop.ai 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Liaison and Overloop.ai can do together
From Liaison to Overloop.ai
When New or Updated Application in Liaison
then Add list in Overloop.ai
When New or Updated Application in Liaison
then Add Prospect to Campaign in Overloop.ai
From Overloop.ai to Liaison
When List Created in Overloop.ai
then Update organization in Liaison
When New Exclusion List Item in Overloop.ai
then Update program in Liaison
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 Liaison and Overloop.ai
Triggers and actions 3 triggers · 29 actions
Trigger
New or Updated ApplicationTriggers when an application for an organization is created or updated.
Action
Get Account InfoReturns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
Action
Get applicantReturns an applicant's account information, including profile, user principal, email and telephones.
Action
Get ApplicationGets one application on a CAS application form, including the applicant's submitted data.
Action
Get OrganizationGets one organization on a CAS application form, with its codes, contacts and program selection rules.
Action
Get programReturns the details of a program offered by an organization on an application form, including its custom program attributes.
Action
List ApplicantsLists applicants on a CAS application form, either by CAS ID or by a date range.
Action
List ApplicationsLists the application IDs for an organization, optionally only those last updated within a date range.
Action
List OrganizationsLists the organizations (schools or departments) on a CAS application form.
Action
List ProgramsLists the programs offered on a CAS application form, with their deadlines, terms and organizations.
Action
List subscriptionsReturns the business event subscriptions set up for an application form.
Action
Update organizationUpdates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
Action
Update programUpdates an existing program under an organization in a Liaison application form, returning the updated program.
Trigger
List CreatedTriggers when a new list is created in Overloop.ai.
Trigger
New Exclusion List ItemTriggers when a new email address or domain is added to your Overloop exclusion list.
Action
Add listCreates a new prospect or organization list in Overloop.
Action
Add Prospect to CampaignAdds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.
Action
Create OrganizationCreates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.
Action
Create ProspectCreates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.
Action
Delete listPermanently deletes a list in Overloop. Prospects that were in the list are kept.
Action
Delete organizationPermanently deletes an organization in Overloop.ai. This cannot be undone.
Action
Delete prospectPermanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.
Action
Enroll ProspectEnrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.
Action
Exclude ProspectExcludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.
Action
Get organizationReturns a single Overloop organization by its ID, including its standard details, lists and any custom field values.
Action
Get prospectReturns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.
Action
List automationsReturns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.
Action
List usersReturns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.
Action
Search ListReturns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.
Action
Search OrganizationReturns the organizations in Overloop.ai that match the name, website, email or other details you specify.
Action
Search ProspectReturns the prospects that match the email, name, job title, location or engagement status you specify.
Action
Update listRenames an existing Overloop list and returns the updated list.
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
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Questions
Liaison and Overloop.ai, answered
What can start an automation from Liaison?
Any of Liaison's 1 trigger in the catalog, including New or Updated Application. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Overloop.ai when something happens in Liaison?
Any of Overloop.ai's 17 actions, including Create Organization, Create Prospect, Update list and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Overloop.ai to Liaison?
Yes. When something happens in Overloop.ai, your agent can act in Liaison too. This page covers both directions: Overloop.ai's triggers and Liaison's actions are listed here as well.
Do I have to build a connector for Liaison or Overloop.ai?
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 Liaison and Overloop.ai 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.