--- title: "Connect Mixmax to Virtuous CRM - APIANT.ai" description: "When \"New message sent\" fires in Mixmax, your agent runs \"Create Contact\" in Virtuous CRM." canonical: "https://apiant.ai/connect/mixmax-to-virtuous-crm" --- # Connect Mixmax to Virtuous CRM When **New message sent** fires in [Mixmax](https://apiant.ai/connections/mixmax), your agent runs **Create Contact** in [Virtuous CRM](https://apiant.ai/connections/virtuous-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Mixmax **1** trigger Mixmax **13** actions Virtuous CRM **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Mixmax and Virtuous CRM 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 Mixmax can start in Virtuous CRM - When **New message sent** in Mixmax then **Create Contact** in Virtuous CRM - When **New message sent** in Mixmax then **Create Task** in Virtuous 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 Mixmax and Virtuous CRM ## Triggers and actions 1 trigger · 21 actions - Trigger **New message sent** Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped. - Action **Add contact** Creates a Mixmax contact, or updates your existing contact with the same email address. - Action **Add sequence recipient** Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added. - Action **Add unsubscribe** Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them. - Action **Find sequences by name** Returns the Mixmax sequences whose name matches the text you supply. - Action **Get message** Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found. - Action **List calls** Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace. - Action **List contacts** Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account. - Action **List messages** Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first. - Action **List sequence recipients** Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity. - Action **List sequences** Returns the Mixmax sequences you can access, optionally filtered by name or folder. - Action **List tasks** Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted. - Action **List templates** Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner. - Action **Send message** Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after. - Action **Create Contact** Creates a new contact (household, organization, foundation and so on) in Virtuous, with its individuals, addresses and custom fields. Does not check for duplicates. - Action **Create Task** Creates a task in Virtuous, optionally linked to a contact and given a due date. - Action **Find a Contact** Finds a contact by email address, or by an external reference source and ID, and returns the full contact record. - Action **Find Gifts by criteria** Returns the gifts that match the criteria you supply, such as gift date, amount or contact. - Action **Get Contact** Returns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields. - Action **Get Gift** Returns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields. - Action **List Campaigns** Returns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted. - Action **List Projects** Returns the projects in your Virtuous account, optionally filtered and sorted. ## Each app on its own - [ **Mixmax** Mixmax’s mission is to do the impossible with email including scheduling meetings, completing surveys...](https://apiant.ai/connections/mixmax) - [ **Virtuous CRM** Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.](https://apiant.ai/connections/virtuous-crm) Reviews ## What our customers say ## More from Mixmax - [ **Mixmax to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mixmax-to-salesforce) - [ **Mixmax to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mixmax-to-slack) - [ **Mixmax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mixmax-to-stripe) - [ **Mixmax to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mixmax-to-shopify) - [ **Mixmax to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mixmax-to-quickbooks-online) - [ **Mixmax to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mixmax-to-pipedrive) ## More into Virtuous CRM - [ **HubSpot to Virtuous CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-virtuous-crm) - [ **Salesforce to Virtuous CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-virtuous-crm) - [ **Slack to Virtuous CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-virtuous-crm) - [ **Google Sheets to Virtuous CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-virtuous-crm) - [ **Gmail to Virtuous CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-virtuous-crm) - [ **Google Calendar to Virtuous CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-virtuous-crm) Questions ## Mixmax and Virtuous CRM, answered ### ### What can start an automation from Mixmax? Any of Mixmax's 1 trigger in the catalog, including New message sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Virtuous CRM when something happens in Mixmax? Any of Virtuous CRM's 8 actions, including Create Contact, Create Task, Find a Contact and Find Gifts by criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Virtuous CRM to Mixmax? Virtuous CRM has no triggers in the catalog today, so automations start in Mixmax. If you need the other direction, ask: your agent reads Virtuous CRM's API documentation and adds it. ### ### Do I have to build a connector for Mixmax or Virtuous 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 Mixmax and Virtuous 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.