Integration
Connect Mailchimp to RAYNET CRM
When Member Email Changed (instant) fires in Mailchimp, your agent runs Add Activity - Email in RAYNET CRM. 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 Mailchimp and RAYNET CRM 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 Mailchimp can start in RAYNET CRM
When Member Email Changed (instant) in Mailchimp
then Add Activity - Email in RAYNET CRM
When Member Profile Updated (instant) in Mailchimp
then Add Activity - Mass Email in RAYNET CRM
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 Mailchimp and RAYNET CRM
Triggers and actions 5 triggers · 316 actions
Trigger
Campaign Sent (instant)Fires instantly when a campaign finishes sending.
Trigger
Member Cleaned (instant)Fires instantly when a member's email is marked cleaned (bounced or invalid).
Trigger
Member Email Changed (instant)Fires instantly when a member's email address changes.
Trigger
Member Profile Updated (instant)Fires instantly when a member's profile fields are updated.
Trigger
New listTriggers when a new audience (list) is created. Polling; deduped by list id.
Action
Add Campaign FeedbackAdd a feedback comment to a campaign.
Action
Add Cart Line ItemAdd a line item to a cart.
Action
Add FileUpload a new file to the File Manager.
Action
Add Interest in CategoryAdd a new interest to an interest category.
Action
Add Member EventRecord a custom event against a member.
Action
Add Member NoteAdd a note to a member.
Action
Add Member to SegmentAdd a single member to a static segment.
Action
Add Order Line ItemAdd a line item to an order.
Action
Add or Update CustomerCreate a customer or update it if one with the same ID already exists.
Action
Add or update memberAdds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).
Action
Add or Update OrderCreate an order or update it if one with the same ID already exists.
Action
Add or Update Product VariantCreate a product variant or update it if one with the same ID already exists.
Action
Add Product ImageAdd a new image to a product.
Action
Add Product VariantAdd a new variant to a product.
Action
Add tag to memberAdds a tag to the specified member in the specified audience. Creates the tag if it does not exist.
Action
Archive Audience MemberArchive a member, removing them from the audience while retaining history.
Action
Archive Classic AutomationArchive a classic Automation workflow.
Action
Batch Add or Remove Segment MembersAdd or remove a batch of members from a static segment in one call.
Action
Batch Subscribe or Unsubscribe Audience MembersSubscribe or unsubscribe a batch of members on an audience in one call.
Action
Create audienceCreates a new audience (list).
Action
Create CampaignCreate a new campaign.
Action
Create CartCreate a new shopping cart for a store.
Action
Create Classic AutomationStart a new classic Automation workflow.
Action
Create CustomerCreate a new customer for a store.
Action
Create Interest CategoryCreate a new interest category (group) on an audience.
Action
Create Landing PageCreates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.
Action
Create merge fieldCreates a new merge field for the specified audience.
Action
Create OrderCreate a new order for a store.
Action
Create or Update ProductCreate a product or update it if one with the same ID already exists.
Action
Create ProductCreate a new product in a store's catalog.
Action
Create Promo CodeCreate a new promo code under a promo rule.
Action
Create Promo RuleCreate a new promo rule for a store.
Action
Create Segment by ConditionsCreate a dynamic segment on an audience defined by match conditions.
Action
Create static segment for audienceCreates a new static segment (tag-like) for the specified audience.
Action
Create StoreConnect a new e-commerce store.
Action
Create TemplateCreate a new template.
Action
Delete AudienceDelete an audience.
Action
Delete CampaignDelete a campaign.
Action
Delete CartDelete a cart.
Action
Delete Cart Line ItemDelete a line item from a cart.
Action
Delete CustomerDelete a customer from a store.
Action
Delete FileDelete a stored file from the File Manager.
Action
Delete InterestDelete an interest from a category.
Action
Delete Interest CategoryDelete an interest category from an audience.
Action
Delete Landing PageDelete a landing page.
Action
Delete Member NoteDelete a note from a member.
Action
Delete Merge FieldDelete a merge field from an audience.
Action
Delete OrderDelete an order from a store.
Action
Delete Order Line ItemDelete a line item from an order.
Action
Delete ProductDelete a product from a store's catalog.
Action
Delete Product ImageDelete an image from a product.
Action
Delete Product VariantDelete a variant from a product.
Action
Delete Promo CodeDelete a promo code.
Action
Delete Promo RuleDelete a promo rule from a store.
Action
Delete SegmentDelete a segment from an audience.
Action
Delete StoreDelete a store.
Action
Delete TemplateDelete a template.
Action
Get AudienceRetrieve details about a single audience by ID.
Action
Get Audience MemberRetrieve details about a single audience member.
Action
Get audiencesReturns all audiences (lists) with id and name.
Action
Get Automation EmailRetrieve details about a single Automation workflow email.
Action
Get CampaignRetrieve settings and info for a single campaign.
Action
Get Campaign AdviceRetrieve advice and feedback tips for a sent campaign.
Action
Get Campaign ContentRetrieve the HTML and plain-text content of a campaign.
Action
Get Campaign Domain PerformanceRetrieve delivery and engagement stats broken down by recipient email domain.
Action
Get Campaign ReportRetrieve the performance report for a single campaign.
Action
Get Campaign Send ChecklistRetrieve the pre-send readiness checklist for a campaign.
Action
Get CartRetrieve details about a single cart.
Action
Get Classic AutomationRetrieve details about a single classic Automation workflow.
Action
Get CustomerRetrieve details about a single customer.
Action
Get FileRetrieve details about a single stored file.
Action
Get Interest CategoryRetrieve details about a single interest category.
Action
Get interest groups for audienceReturns the interest categories (groups) and their interests for the specified audience.
Action
Get Landing PageRetrieve details about a single landing page.
Action
Get Landing Page ContentRetrieve the HTML content of a landing page.
Action
Get Landing Page ReportRetrieve the performance report for a single landing page.
Action
Get Member Activity FeedRetrieve the recent activity feed for a member (opens, clicks, purchases, and more).
Action
Get members in audienceReturns members in the specified audience, optionally filtered by status.
Action
Get Merge FieldRetrieve details about a single merge field.
Action
Get OrderRetrieve details about a single order.
Action
Get ProductRetrieve details about a single product.
Action
Get SegmentRetrieve details about a single segment.
Action
Get segments for audienceReturns the id and name of all segments for the specified audience.
Action
Get StoreRetrieve details about a single store.
Action
Get TemplateRetrieve details about a single template.
Action
Get Template Default ContentRetrieve the default content sections of a template.
Action
List Account OrdersList e-commerce orders across all stores connected to the account.
Action
List Audience Abuse ReportsList abuse complaint reports for an audience.
Action
List Audience Growth HistoryList monthly growth history for an audience.
Action
List Audience Recent ActivityList the most recent daily activity stats for an audience.
Action
List Automation EmailsList all emails that belong to a classic Automation workflow.
Action
List Campaign Click DetailsList click activity for the links in a campaign.
Action
List Campaign Email ActivityList subscriber-level email activity (opens, clicks, bounces) for a campaign.
Action
List Campaign FeedbackList feedback and comments left on a campaign.
Action
List Campaign Open DetailsList individual open activity for a sent campaign.
Action
List Campaign RecipientsList the members a campaign was sent to.
Action
List Campaign ReportsList performance reports for all sent campaigns.
Action
List CampaignsList all campaigns in the account.
Action
List Campaign UnsubscribesList members who unsubscribed as a result of a campaign.
Action
List Cart Line ItemsList the line items in a cart.
Action
List CartsList shopping carts for a store.
Action
List Classic AutomationsList all classic Automation workflows in the account.
Action
List ConversationsList email conversations from replies to campaigns.
Action
List CustomersList customers for a store.
Action
List FilesList files stored in the File Manager.
Action
List Interests in CategoryList the interests within an interest category.
Action
List Landing Page ReportsList performance reports for all landing pages.
Action
List Landing PagesList landing pages in the account.
Action
List Member EventsList custom events recorded for a member.
Action
List Member Goal EventsList goal events recorded for a member.
Action
List Member NotesList notes recorded on a member.
Action
List Member TagsList the tags applied to a member.
Action
List Merge FieldsList the merge fields defined on an audience.
Action
List Order Line ItemsList the line items on an order.
Action
List Product ImagesList images attached to a product.
Action
List ProductsList products in a store's catalog.
Action
List Product VariantsList variants of a product.
Action
List Promo CodesList promo codes under a promo rule.
Action
List Promo RulesList promo rules for a store.
Action
List Segment MembersList the members belonging to a segment.
Action
List SMS CampaignsList SMS campaigns in the account.
Action
List Store OrdersList orders placed in a store.
Action
List StoresList e-commerce stores connected to the account.
Action
List Subscribers Removed from AutomationList subscribers that were removed from a classic Automation workflow.
Action
List Survey ReportsList performance reports for all surveys.
Action
List SurveysList surveys created for an audience.
Action
List TemplatesList templates in the account.
Action
Pause RSS CampaignPause an RSS-driven campaign.
Action
Permanently Delete Audience MemberPermanently erase a member's data from an audience (GDPR-style forget).
Action
Publish Landing PagePublish a landing page, making it live.
Action
Remove member from audienceArchives (removes) a member from the specified audience by email.
Action
Remove Member from SegmentRemove a single member from a static segment.
Action
Remove tag from memberRemoves the specified tag from the specified member in the audience.
Action
Replicate CampaignCreate a copy of an existing campaign.
Action
Resend Campaign to Non-OpenersCreate a resend of a campaign targeted at people who didn't open it.
Action
Resume RSS CampaignResume a paused RSS-driven campaign.
Action
Schedule CampaignSchedule a campaign to send at a future time.
Action
Search Audience TagsSearch for member tags on an audience by name.
Action
Search CampaignsSearch across campaigns by content or metadata.
Action
Search MembersSearch for members across audiences by email or name.
Action
Send CampaignSend a campaign immediately.
Action
Send Test Campaign EmailSend a test copy of a campaign to specified recipients.
Action
Set Campaign ContentSet the HTML and plain-text content of a campaign.
Action
Unpublish Landing PageUnpublish a landing page, taking it offline.
Action
Unschedule CampaignCancel a campaign's scheduled send time.
Action
Unsubscribe memberSets a member's status to unsubscribed in the specified audience (by email).
Action
Update AudienceUpdate settings for an audience.
Action
Update Automation EmailUpdate settings for an Automation workflow email.
Action
Update Campaign SettingsUpdate settings for an existing campaign.
Action
Update CartUpdate a cart's details.
Action
Update Cart Line ItemUpdate a line item in a cart.
Action
Update FileUpdate the name or folder of a stored file.
Action
Update InterestUpdate an interest's name or display order.
Action
Update Interest CategoryUpdate an interest category's title or display type.
Action
Update Landing PageUpdate a landing page's settings.
Action
Update Member NoteUpdate an existing note on a member.
Action
Update Merge FieldUpdate a merge field's settings.
Action
Update Order Line ItemUpdate a line item on an order.
Action
Update Product ImageUpdate a product image's settings.
Action
Update Promo CodeUpdate a promo code's settings.
Action
Update Promo RuleUpdate a promo rule's settings.
Action
Update SegmentUpdate a segment's name or match conditions.
Action
Update StoreUpdate a store's settings.
Action
Update TemplateUpdate a template's name or content.
Action
Add Activity - CallCreates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.
Action
Add Activity - EmailCreates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - EventCreates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - LetterCreates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - Mass EmailCreates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.
Action
Add Activity - MeetingCreates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.
Action
Add Activity - TaskCreates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.
Action
Add Address to Contact - AccountAdds a new (non-primary) address with contact details to an existing account in RAYNET CRM.
Action
Add AttachmentAdds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.
Action
Add Business - DealCreates a new deal in RAYNET CRM for an account and returns the new deal's ID.
Action
Add Business - Price ListCreates a new price list in RAYNET CRM and returns its id.
Action
Add Business - ProductCreates a new product in the RAYNET CRM product catalog.
Action
Add Business - ProjectCreates a new project for an account in RAYNET CRM and returns its ID.
Action
Add Business - QuoteCreates a new quote (offer) for an account and deal in RAYNET CRM.
Action
Add Business - Sales OrderCreates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.
Action
Add Contact - AccountCreates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.
Action
Add Contact - ContactCreates a new contact (person) in RAYNET CRM and returns its ID.
Action
Add Contact - LeadCreates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.
Action
Add DMS - DocumentCreates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.
Action
Add DMS - FolderCreates a new folder in RAYNET Documents, optionally inside a parent folder.
Action
Add InvoiceCreates a new invoice in RAYNET CRM for an account, with optional line items and payments.
Action
Add Item to Business - DealAdds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.
Action
Add Item to Business - QuoteAdds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.
Action
Add Item to Business - Sales OrderAdds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.
Action
Add Participant to Business - DealAdds an account or a contact as a participant on a deal.
Action
Add Participant to Business - ProjectAdds an account or contact as a participant on a RAYNET project.
Action
Add Tag to Contact - AccountAdds one or more tags to an account in RAYNET CRM.
Action
Add Tag to Contact - ContactAdds one or more tags to a contact in RAYNET CRM.
Action
Delete Activity - CallDeletes a call activity from RAYNET CRM.
Action
Delete Activity - EmailDeletes an email activity from RAYNET CRM.
Action
Delete Activity - LetterDeletes a letter activity from RAYNET CRM.
Action
Delete Activity - Mass EmailDeletes a mass email activity from RAYNET CRM.
Action
Delete Activity - MeetingDeletes a meeting activity from RAYNET CRM.
Action
Delete Activity - TaskDeletes a task activity from RAYNET CRM.
Action
Delete Address From Contact - AccountDeletes an address from an account. The account's primary address cannot be deleted.
Action
Delete Business - DealDeletes a deal from RAYNET CRM.
Action
Delete Business - Price ListDeletes a price list from RAYNET CRM.
Action
Delete Business - ProductDeletes a product from the RAYNET CRM product catalog.
Action
Delete Business - ProjectDeletes a project from RAYNET CRM.
Action
Delete Business - QuoteDeletes a quote (offer) from RAYNET CRM.
Action
Delete Business - Sales OrderDeletes a sales order in RAYNET CRM.
Action
Delete Contact - AccountDeletes an account (company) from RAYNET CRM.
Action
Delete Contact - ContactDeletes a contact (person) from RAYNET CRM.
Action
Delete Contact - LeadDeletes a lead from RAYNET CRM.
Action
Delete DMS - DocumentDeletes a document from the RAYNET CRM document management system.
Action
Delete InvoiceDeletes an invoice from RAYNET CRM.
Action
Delete Item of Business - DealDeletes a product line item from a deal.
Action
Delete Item of Business - QuoteDeletes an item (product line) from a quote in RAYNET CRM.
Action
Delete Item of Business - Sales OrderDeletes an item (product line) from a sales order in RAYNET CRM.
Action
Delete Participant From Business - DealRemoves a participant from a deal in RAYNET CRM.
Action
Delete Participant From Business - ProjectRemoves a participant from a project in RAYNET CRM.
Action
Delete Tag From Contact - AccountRemoves one or more tags from an account in RAYNET CRM.
Action
Delete Tag From Contact - ContactRemoves one or more tags from a contact in RAYNET CRM.
Action
Detail of Activity - CallReturns the full details of a call activity in RAYNET CRM, including its participants and custom fields.
Action
Detail of Activity - EmailReturns the details of an email activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - EventReturns the full details of an event activity, including its participants and custom fields.
Action
Detail of Activity - LetterReturns the details of a letter activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - Mass EmailReturns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.
Action
Detail of Activity - MeetingReturns the details of a meeting activity in RAYNET CRM, including its custom fields.
Action
Detail of Activity - TaskReturns the full details of a task activity in RAYNET CRM, including its custom fields.
Action
Detail of Business - DealReturns the full details of a deal, including its items and custom fields.
Action
Detail of Business - Price ListReturns the details of a price list, including its items and product prices.
Action
Detail of Business - ProductReturns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.
Action
Detail of Business - ProjectReturns the full details of a RAYNET project, including its custom fields.
Action
Detail of Business - QuoteReturns the full details of a quote (offer), including its items and custom fields.
Action
Detail of Business - Sales OrderReturns the full details of a sales order, including its items, addresses, tags and custom fields.
Action
Detail of Contacts - AccountReturns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.
Action
Detail of Contacts - ContactReturns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.
Action
Detail of Contacts - LeadReturns the full details of a lead, including its custom fields.
Action
Detail of DMS - DocumentReturns the details of a DMS document, including its folder, category, status, validity dates and attachments.
Action
Detail of InvoiceReturns the full details of an invoice, including its items, payments and custom fields.
Action
Invalidate Business - DealMarks a deal in RAYNET CRM as invalid.
Action
Invalidate Business - ProductMarks a product in RAYNET CRM as invalid so it no longer appears as an active product.
Action
Invalidate Business - ProjectMarks a project as invalid in RAYNET CRM.
Action
Invalidate Business - QuoteMarks a quote (offer) in RAYNET CRM as invalid.
Action
Invalidate Business - Sales OrderMarks an existing sales order as invalid in RAYNET CRM.
Action
Invalidate Contact - AccountMarks a RAYNET CRM account as invalid.
Action
Invalidate Contact - ContactMarks a contact as invalid in RAYNET CRM.
Action
Invalidate DMS - DocumentMarks a document in the RAYNET CRM document store as invalid.
Action
List of Activities - EventsReturns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.
Action
List of Activities - LettersReturns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.
Action
List of Activities - Mass EmailReturns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.
Action
List of Activities - MeetingsReturns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.
Action
List of Activities - TasksReturns the tasks in RAYNET CRM that match your filters, with their details and custom fields.
Action
List of Business - DealsReturns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.
Action
List of Business - Price ListsReturns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.
Action
List of Contacts - AccountsReturns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.
Action
List of Contacts - ContactsReturns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.
Action
List of DMS - Folders and FilesReturns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.
Action
List of Participants of Business - DealReturns the participants (accounts and contacts) attached to a deal, with their participation category and note.
Action
List of Participants of Business - ProjectReturns the participants (accounts and contacts) of a project, with their category and note.
Action
Lock Activity - CallLocks a call activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EmailLocks an email activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - EventLocks a RAYNET CRM event so it can no longer be edited.
Action
Lock Activity - LetterLocks a letter activity in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - MeetingLocks a meeting in RAYNET CRM so it can no longer be edited.
Action
Lock Activity - TaskLocks a task in RAYNET CRM so it can no longer be edited.
Action
Lock Business - DealLocks a deal in RAYNET CRM so it can no longer be edited.
Action
Lock Business - Price ListLocks a price list in RAYNET CRM so it can no longer be edited.
Action
Lock Business - ProjectLocks a RAYNET CRM project so its record can no longer be edited.
Action
Lock Business - QuoteLocks a quote in RAYNET CRM so it can no longer be edited.
Action
Lock Contact - AccountLocks an account in RAYNET CRM so its record cannot be edited.
Action
Lock Contact - ContactLocks a contact record in RAYNET CRM so it cannot be edited.
Action
Lock Contact - LeadLocks a lead in RAYNET CRM so it cannot be edited.
Action
Lock Contact - Sales OrderLocks a sales order in RAYNET CRM so it can no longer be edited.
Action
Lock DMS - DocumentLocks a DMS document in RAYNET CRM so it cannot be edited.
Action
Lock InvoiceLocks an invoice in RAYNET CRM so it can no longer be edited.
Action
Modifying Activity - CallUpdates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.
Action
Modifying Activity - EmailUpdates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.
Action
Modifying Activity - EventUpdates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - LetterUpdates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - Mass EmailUpdates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.
Action
Modifying Activity - MeetingUpdates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Activity - TaskUpdates an existing task in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - DealUpdates an existing deal in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Business - Price ListUpdates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.
Action
Modifying Business - ProductModifies an existing product's code, name, pricing, category, tags and custom fields.
Action
Modifying Business - ProjectUpdates an existing project in RAYNET CRM, changing only the details you fill in.
Action
Modifying Business - QuoteUpdates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.
Action
Modifying Business - Sales OrderUpdates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - AccountUpdates an existing account in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - ContactUpdates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying Contacts - LeadUpdates an existing lead in RAYNET CRM. Only the fields you fill in are changed.
Action
Modifying DMS - DocumentUpdates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.
Action
Modifying InvoiceUpdates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.
Action
Modify Item of Business - DealUpdates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.
Action
Modify Item of Business - QuoteUpdates an item (product line) on an existing quote (offer) in RAYNET CRM.
Action
Modify Item of Business - Sales OrderModifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.
Action
Renew Validity of Business - DealRenews the validity of an invalidated deal in RAYNET CRM, making it valid again.
Action
Renew Validity of Business - ProductRenews the validity of a product that was previously marked invalid, making it usable again.
Action
Renew Validity of Business - ProjectRenews the validity of a previously invalidated project in RAYNET CRM.
Action
Renew Validity of Business - QuoteRenews the validity of a previously invalidated quote (offer) in RAYNET CRM.
Action
Renew Validity of Business - Sales OrderRenews the validity of a previously invalidated sales order in RAYNET CRM.
Action
Renew Validity of Contact - AccountRenews the validity of an invalidated account in RAYNET CRM.
Action
Renew Validity of Contact - ContactRenews the validity of a previously invalidated contact in RAYNET CRM.
Action
Renew Validity of DMS - DocumentRenews the validity of a previously invalidated document in the RAYNET CRM document management system.
Action
Unlock Activity - CallUnlocks a locked call activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EmailUnlocks an email activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - EventUnlocks a locked event activity in RAYNET CRM so it can be edited again.
Action
Unlock Activity - LetterUnlocks a locked letter activity so it can be edited again.
Action
Unlock Activity - MeetingUnlocks a RAYNET meeting activity so it can be edited again.
Action
Unlock Activity - TaskUnlocks a locked task in RAYNET CRM so it can be edited again.
Action
Unlock Business - DealUnlocks a locked deal so it can be edited again.
Action
Unlock Business - Price ListUnlocks a price list in RAYNET CRM so it can be edited again.
Action
Unlock Business - ProjectUnlocks a locked project in RAYNET CRM so it can be edited again.
Action
Unlock Business - QuoteUnlocks a locked quote (offer) in RAYNET CRM so it can be edited again.
Action
Unlock Contact - AccountUnlocks an account record in RAYNET CRM so it can be edited again.
Action
Unlock Contact - ContactUnlocks a locked contact in RAYNET CRM so it can be edited again.
Action
Unlock Contact - LeadUnlocks a locked lead in RAYNET CRM so it can be edited again.
Action
Unlock Contact - Sales OrderUnlocks a sales order in RAYNET CRM so it can be edited again.
Action
Unlock DMS - DocumentUnlocks a DMS document in RAYNET CRM so it can be edited again.
Action
Unlock InvoiceUnlocks an invoice in RAYNET CRM so it can be edited again.
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
Mailchimp and RAYNET CRM, answered
What can start an automation from Mailchimp?
Any of Mailchimp's 5 triggers in the catalog, including Member Email Changed (instant), Member Profile Updated (instant), New list and Campaign Sent (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in RAYNET CRM when something happens in Mailchimp?
Any of RAYNET CRM's 152 actions, including Add Activity - Call, Add Activity - Email, Add Activity - Event and Add Activity - Letter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RAYNET CRM to Mailchimp?
RAYNET CRM has no triggers in the catalog today, so automations start in Mailchimp. If you need the other direction, ask: your agent reads RAYNET CRM's API documentation and adds it.
Do I have to build a connector for Mailchimp or RAYNET CRM?
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 Mailchimp and RAYNET CRM 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.