Integration
Connect Ortto and SmartEmailing
When Fields Updated fires in Ortto, your agent runs Add Custom field in SmartEmailing, or New Contact in SmartEmailing to Create Record in Ortto. 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 Ortto and SmartEmailing 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 Ortto and SmartEmailing can do together
From Ortto to SmartEmailing
When Fields Updated in Ortto
then Add Custom field in SmartEmailing
When New Activity Occurred in Ortto
then Add Contact list in SmartEmailing
From SmartEmailing to Ortto
When New Contact in SmartEmailing
then Create Record in Ortto
When Updated Contact in SmartEmailing
then Tag/Untag Records in Ortto
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 Ortto and SmartEmailing
Triggers and actions 6 triggers · 25 actions
Trigger
Fields UpdatedTriggers when the specified field(s) of a record have been updated in your Ortto account.
Trigger
New Activity OccurredTriggers when a new Ortto activity occurs.
Trigger
New Record CreatedTriggers when a new record (contact or organization) has been added to your Ortto account.
Trigger
Tag Added/RemovedTriggers when a tag has beed added to, or removed from, a record.
Action
Add Custom FieldCreate a new custom field on the person or organization schema in Ortto.
Action
Create RecordCreate a new record (person, organization), or update an existing record in your Ortto account.
Action
Delete RecordArchive, restore, or permanently delete a person or organization record in Ortto.
Action
Get RecordFetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
Action
List ActivitiesRetrieve the activity feed for a given contact in Ortto.
Action
Opt Out From SMSOpt out a person from all SMS communications.
Action
Search or Create RecordsSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
Action
Tag/Untag RecordsAdds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
Action
Unsubscribe a PersonUnsubscribe a person from all emails.
Action
Update Audience SubscriptionSubscribe or unsubscribe a person to/from an Ortto audience.
Trigger
New ContactTriggers when a new contact is added to your SmartEmailing account.
Trigger
Updated ContactTriggers when an existing contact is updated in SmartEmailing.
Action
Add Contact listCreates a new contact list in SmartEmailing.
Action
Add Custom fieldCreates a new contact custom field in SmartEmailing with the given name and type.
Action
Delete ContactPermanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
Action
Get ContactReturns a single contact by email address or ID, including contact list memberships and custom field values.
Action
Get Contact listReturns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
Action
List Contact listsReturns all contact lists in your SmartEmailing account.
Action
List ContactsReturns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
Action
List Contacts in listReturns the contacts that belong to a contact list, with their details and list memberships.
Action
List Custom fieldsReturns the custom field definitions set up in your SmartEmailing account, optionally with their options.
Action
List NewslettersReturns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
Action
Send custom emailSends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
Action
Send transactional emailSends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
Action
Unsubscribe ContactUnsubscribes a contact from a chosen contact list.
Action
Update Contact email addressChanges a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
Action
Update Contact listUpdates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
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
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Questions
Ortto and SmartEmailing, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SmartEmailing when something happens in Ortto?
Any of SmartEmailing's 15 actions, including Send custom email, Send transactional email, Update Contact email address and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartEmailing to Ortto?
Yes. When something happens in SmartEmailing, your agent can act in Ortto too. This page covers both directions: SmartEmailing's triggers and Ortto's actions are listed here as well.
Do I have to build a connector for Ortto or SmartEmailing?
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 Ortto and SmartEmailing 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.