--- title: "Connect Outlign and TouchBasePro - APIANT.ai" description: "When \"Milestone Created\" fires in Outlign, your agent runs \"Send Smart Email\" in TouchBasePro." canonical: "https://apiant.ai/connect/outlign-to-touchbasepro" --- # Connect Outlign and TouchBasePro When **Milestone Created** fires in [Outlign](https://apiant.ai/connections/outlign), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro to **Create Task** in Outlign. Describe the whole flow and it is built, tested on every scenario and kept running. Outlign **8** triggers Outlign **13** actions TouchBasePro **3** triggers TouchBasePro **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Outlign and TouchBasePro 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 Outlign and TouchBasePro can do together ### From Outlign to TouchBasePro - When **Milestone Created** in Outlign then **Send Smart Email** in TouchBasePro - When **Milestone Updated** in Outlign then **Add List** in TouchBasePro ### From TouchBasePro to Outlign - When **New Subscriber** in TouchBasePro then **Create Task** in Outlign - When **Updated Subscriber** in TouchBasePro then **Update Task** in Outlign 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 Outlign and TouchBasePro ## Triggers and actions 11 triggers · 19 actions - Trigger **Milestone Created** Triggers when a new milestone is created. - Trigger **Milestone Updated** Triggers when a milestone is updated. - Trigger **New Client** Triggers when a new client is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Section Updated** Triggers when a section / phase is updated. - Trigger **Task Completed** Triggers when a task is marked as completed. - Trigger **Task Due Date Updated** Triggers when a task's due date is updated. - Action **Create Client** Creates a new client. - Action **Create Milestone** creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id). - Action **Create Project** Creates a new project from scratch. - Action **Create Section** Creates a new section / phase in a project. - Action **Create Task** Creates a new task in a project. - Action **Find Client** Finds a client by name. - Action **Find Project** Finds a project by name within a specific client. - Action **Find Section** Finds sections / phases by title within a specific project. - Action **Find Task** Finds tasks by title within a specific section. - Action **Get Milestone** Returns a milestone with its title, due date, description, color and project. - Action **Update Milestone** updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated. - Action **Update Section** updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated. - Action **Update Task** updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed. - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## Each app on its own - [ **Outlign** Outlign is a simple Project Management tool for Creative Teams](https://apiant.ai/connections/outlign) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) Reviews ## What our customers say ## More from Outlign - [ **Outlign to Hippo** Hippo is a customer support and engagement automation tool that helps you create tickets, campaigns and...](https://apiant.ai/connect/outlign-to-hippo) - [ **Outlign to Zoho Sign** Zoho Sign is a complete digital signature app for generating and managing legally binding business documents...](https://apiant.ai/connect/outlign-to-zoho-sign) - [ **Outlign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/outlign-to-salesforce) - [ **Outlign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/outlign-to-slack) - [ **Outlign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/outlign-to-stripe) - [ **Outlign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/outlign-to-shopify) ## More into TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## Outlign and TouchBasePro, answered ### ### What can start an automation from Outlign? Any of Outlign's 8 triggers in the catalog, including Milestone Created, Milestone Updated, New Client and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TouchBasePro when something happens in Outlign? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to Outlign? Yes. When something happens in TouchBasePro, your agent can act in Outlign too. This page covers both directions: TouchBasePro's triggers and Outlign's actions are listed here as well. ### ### Do I have to build a connector for Outlign or TouchBasePro? 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 Outlign and TouchBasePro 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.