Integration
Connect Listrak and SetSmart
When New Contact fires in Listrak, your agent runs Import New Contact in SetSmart, or New Lead in SetSmart to Send message in Listrak. 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 Listrak and SetSmart 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 Listrak and SetSmart can do together
From Listrak to SetSmart
When New Contact in Listrak
then Import New Contact in SetSmart
From SetSmart to Listrak
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 Listrak and SetSmart
Triggers and actions 8 triggers · 30 actions
- New Contact
Triggers when a contact subscribes to a Listrak list.
- New Message
Triggers when a new message is sent on a Listrak list.
- Add campaign
Creates a new campaign on a Listrak list.
- Add event
Creates a new event on a Listrak list.
- Add list
Creates a new email list in your Listrak account.
- Add profile field
Creates a new profile field in a profile field group on a Listrak list.
- Delete list
Deletes a Listrak email list.
- Get Contact
Returns one contact on a Listrak list, looked up by email address or email key.
- Get List
Returns one Listrak email list by its ID.
- Get message
Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.
- List campaigns
Returns all campaigns associated with a Listrak list.
- List Contacts
Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.
- List events
Returns all events defined on a Listrak list, with each event's name, group and status.
- List Lists
Returns all email lists in the Listrak account.
- List messages
Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.
- List profile fields
Returns all profile fields in a profile field group on a Listrak list.
- Send message
Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.
- Update list
Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Add Tag
Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- Import New Contact
Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Remove Tags
Removes one or more tags from a SetSmart contact and returns the tags that remain.
- Send Template Message to Existing Contact
Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Set Lead to Sold
Records a sale on a SetSmart lead, with amount, currency and your own sale ID.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- Update Custom Fields
Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.
- Update Notes to Existing Contact
Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.
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 Listrak
Listrak to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Listrak to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Listrak to MailchimpMailchimp marketing automation and email platform.
Listrak to StripeStripe is a payment processing platform for online businesses.
Listrak to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Listrak to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into SetSmart
HubSpot to SetSmartHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SetSmartGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SetSmartGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SetSmartGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SetSmartGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Listrak and SetSmart, answered
What can start an automation from Listrak?
Any of Listrak's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SetSmart when something happens in Listrak?
Any of SetSmart's 14 actions, including Send Template Message to Existing Contact, Update Custom Fields, Update Notes to Existing Contact and Add Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SetSmart to Listrak?
Yes. When something happens in SetSmart, your agent can act in Listrak too. This page covers both directions: SetSmart's triggers and Listrak's actions are listed here as well.
Do I have to build a connector for Listrak or SetSmart?
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 Listrak and SetSmart 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.