--- title: "Connect Moxie to Iterable - APIANT.ai" description: "When \"Client Created\" fires in Moxie, your agent runs \"Add email template\" in Iterable." canonical: "https://apiant.ai/connect/moxie-to-iterable" --- # Connect Moxie to Iterable When **Client Created** fires in [Moxie](https://apiant.ai/connections/moxie), your agent runs **Add email template** in [Iterable](https://apiant.ai/connections/iterable). Describe the whole flow and it is built, tested on every scenario and kept running. Moxie **30** triggers Moxie **12** actions Iterable **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Moxie and Iterable 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 Moxie can start in Iterable - When **Client Created** in Moxie then **Add email template** in Iterable - When **Client Updated** in Moxie then **Send email** in Iterable 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 Moxie and Iterable ## Triggers and actions 30 triggers · 32 actions - Trigger **Agreement Sent** Triggers when a proposal is sent either via link or email. - Trigger **Agreement Signed** Triggers when an agreement is accepted and signed with e-signature. - Trigger **Agreement Viewed** Triggers when a user views the proposal. - Trigger **Client Created** Triggers when a new client is created in Moxie. - Trigger **Client Deleted** Triggers when a client record is deleted in Moxie. - Trigger **Client Updated** Triggers when a client record is updated in Moxie. - Trigger **Form Completed** Triggers when a form is completed. - Trigger **Invoice Sent** Triggers when an invoice is sent in Moxie. - Trigger **Meeting Cancelled** Triggers when a meeting is cancelled - Trigger **Meeting Scheduled** Triggers when a new meeting is scheduled - Trigger **Meeting Updated** Triggers when a meeting is updated or rescheduled - Trigger **Opportunity Created** Triggered with a pipeline opportunity is created - Trigger **Opportunity Deleted** Triggered with a pipeline opportunity is deleted - Trigger **Opportunity Updated** Triggered with a pipeline opportunity is updated - Trigger **Payment Received** Triggers when a payment is received either vial Stripe or manual entry. - Trigger **Project Completed** Triggers when a project is set to "complete" in Moxie. - Trigger **Project Created** Triggers when a new project is created in Moxie. - Trigger **Project Updated** Triggers when the settings for a project are updated. - Trigger **Task Approval** Triggers when a new Deliverable is ready for client approval. - Trigger **Task Created** Triggered when a Project Task is created - Trigger **Task Deleted** Triggered when a Project Task is deleted - Trigger **Task Updated** Triggered with a Project Task is updated. - Trigger **Ticket Closed** Triggers and a support ticket is closed - Trigger **Ticket Comment** Triggers when a comment is created on a ticket - Trigger **Ticket Created** Triggers when a new support ticket is created - Trigger **Ticket Deleted** Triggers when a support ticket is deleted - Trigger **Ticket Updated** Triggers when a support ticket is updated - Trigger **Time Worked Created** Triggers when a new time worked entry is created. - Trigger **Time Worked Deleted** Triggers when a time worked record is deleted. - Trigger **Time Worked Updated** Triggers when a time worked entry has been updated. - Action **Create Client** Creates a new client record in Hectic - Action **Create Expense** Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client. - Action **Create Opportunity** Create a new pipeline opportunity - Action **Create & Optionally Send Invoice** Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft. - Action **Create or Update Calendar Event** Create or update a calendar event in Moxie - Action **Create Project** Create a project and optionally use a template - Action **Create Task** Create a task in the project management system - Action **Create Ticket** Create a Ticket for a client and contact - Action **Create Ticket Comment** Adds a comment (public or private) to an existing ticket. - Action **Create Time Worked** Creates a time worked entry - Action **Delete Calendar Event** Deletes a calendar event in Moxie by the external ID. - Action **Find a Client** Finds a client by either name or contact email address. - Action **Add email template** Creates an email template, or updates every email template that already has the same client template ID. - Action **Add list** Creates a new static list in Iterable and returns its id. - Action **Add user to list** Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data. - Action **Create a User** Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply. - Action **Delete catalog item** Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear. - Action **Delete list** Deletes a list from your Iterable project. - Action **Delete user** Deletes an Iterable user by email address. Deletion is processed asynchronously. - Action **Get catalog item** Returns one item from an Iterable catalog, including all of its field values. - Action **Get email template** Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata. - Action **Get user** Returns an Iterable user profile, including all its data fields, looked up by email address. - Action **List lists** Returns all lists in the Iterable project, including their id, name and list type. - Action **Remove user from list** Removes a user, identified by email or user ID, from an Iterable static list. - Action **Send email** Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID. - Action **Send push notification** Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time. - Action **Send SMS** Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later. - Action **Track a Purchase** Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet. - Action **Track Event** Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data. - Action **Trigger campaign** Sends an existing triggered campaign to the members of one or more lists. - Action **Update a User's Shopping Cart Items** Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet. - Action **Update user subscriptions** Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one. ## Each app on its own - [ **Moxie** Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing...](https://apiant.ai/connections/moxie) - [ **Iterable** Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized...](https://apiant.ai/connections/iterable) Reviews ## What our customers say ## More from Moxie - [ **Moxie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moxie-to-salesforce) - [ **Moxie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moxie-to-slack) - [ **Moxie to Google Sheets** Google Sheets](https://apiant.ai/connect/moxie-to-google-sheets) - [ **Moxie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moxie-to-stripe) - [ **Moxie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moxie-to-shopify) - [ **Moxie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moxie-to-quickbooks-online) ## More into Iterable - [ **HubSpot to Iterable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iterable) - [ **Salesforce to Iterable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iterable) - [ **Slack to Iterable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iterable) - [ **Google Sheets to Iterable** Google Sheets](https://apiant.ai/connect/google-sheets-to-iterable) - [ **Gmail to Iterable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iterable) - [ **Google Calendar to Iterable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iterable) Questions ## Moxie and Iterable, answered ### ### What can start an automation from Moxie? Any of Moxie's 30 triggers in the catalog, including Client Created, Client Updated, Form Completed and Meeting Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Iterable when something happens in Moxie? Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Iterable to Moxie? Iterable has no triggers in the catalog today, so automations start in Moxie. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it. ### ### Do I have to build a connector for Moxie or Iterable? 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 Moxie and Iterable 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.