--- title: "Connect Overloop.ai to Piriod - APIANT.ai" description: "When \"List Created\" fires in Overloop.ai, your agent runs \"Add contact\" in Piriod." canonical: "https://apiant.ai/connect/overloop-ai-to-piriod" --- # Connect Overloop.ai to Piriod When **List Created** fires in [Overloop.ai](https://apiant.ai/connections/overloop-ai), your agent runs **Add contact** in [Piriod](https://apiant.ai/connections/piriod). Describe the whole flow and it is built, tested on every scenario and kept running. Overloop.ai **2** triggers Overloop.ai **17** actions Piriod **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Overloop.ai and Piriod 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 Overloop.ai can start in Piriod - When **List Created** in Overloop.ai then **Add contact** in Piriod - When **New Exclusion List Item** in Overloop.ai then **Add customer** in Piriod 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 Overloop.ai and Piriod ## Triggers and actions 2 triggers · 40 actions - Trigger **List Created** Triggers when a new list is created in Overloop.ai. - Trigger **New Exclusion List Item** Triggers when a new email address or domain is added to your Overloop exclusion list. - Action **Add list** Creates a new prospect or organization list in Overloop. - Action **Add Prospect to Campaign** Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment. - Action **Create Organization** Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields. - Action **Create Prospect** Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect. - Action **Delete list** Permanently deletes a list in Overloop. Prospects that were in the list are kept. - Action **Delete organization** Permanently deletes an organization in Overloop.ai. This cannot be undone. - Action **Delete prospect** Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone. - Action **Enroll Prospect** Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time. - Action **Exclude Prospect** Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list. - Action **Get organization** Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values. - Action **Get prospect** Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found. - Action **List automations** Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status. - Action **List users** Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users. - Action **Search List** Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists. - Action **Search Organization** Returns the organizations in Overloop.ai that match the name, website, email or other details you specify. - Action **Search Prospect** Returns the prospects that match the email, name, job title, location or engagement status you specify. - Action **Update list** Renames an existing Overloop list and returns the updated list. - Action **Add contact** Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders. - Action **Add coupon** Creates a discount coupon in Piriod that can be applied to invoices or invoice lines. - Action **Add credit note** Creates a draft credit note that adjusts an existing invoice. - Action **Add customer** Creates a customer in Piriod with their name, address, country and billing preferences. - Action **Add invoice** Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it. - Action **Add payment** Creates a payment in Piriod, optionally applied to an invoice, customer or subscription. - Action **Add product** Creates a product in Piriod, which plans can then be priced under. - Action **Add subscription** Creates a recurring subscription for a customer, billing one or more plans on a schedule. - Action **Add usage** Records a usage quantity against a metered subscription line in Piriod. - Action **Cancel subscription** Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead. - Action **Delete customer** Deletes a customer, or archives it when it has invoices, subscriptions or payment history. - Action **Finalize invoice** Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice. - Action **Get coupon** Returns a single coupon by its id, including its discount amount, duration and status. - Action **Get credit note** Returns a single credit note, including its lines, amounts and status. - Action **Get customer** Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals. - Action **Get invoice** Returns a single invoice by its id, including its lines, totals, status and linked payments. - Action **Get subscription** Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status. - Action **List payments** Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date. - Action **List products** Returns the products in your Piriod workspace, optionally filtered by name or plan. - Action **List usages** Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity. - Action **Update customer** Updates an existing Piriod customer, changing only the details you fill in. - Action **Update invoice** Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated. - Action **Update subscription** Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed. ## Each app on its own - [ **Overloop.ai** Overloop.ai is an AI-powered Sales Automation Platform that runs all your outbound campaigns 100%...](https://apiant.ai/connections/overloop-ai) - [ **Piriod** Subscription management & recurring billing](https://apiant.ai/connections/piriod) Reviews ## What our customers say ## More from Overloop.ai - [ **Overloop.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/overloop-ai-to-salesforce) - [ **Overloop.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/overloop-ai-to-slack) - [ **Overloop.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/overloop-ai-to-stripe) - [ **Overloop.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/overloop-ai-to-shopify) - [ **Overloop.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/overloop-ai-to-quickbooks-online) - [ **Overloop.ai to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/overloop-ai-to-pipedrive) ## More into Piriod - [ **HubSpot to Piriod** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-piriod) - [ **Salesforce to Piriod** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-piriod) - [ **Slack to Piriod** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-piriod) - [ **Google Sheets to Piriod** Google Sheets](https://apiant.ai/connect/google-sheets-to-piriod) - [ **Gmail to Piriod** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-piriod) - [ **Google Calendar to Piriod** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-piriod) Questions ## Overloop.ai and Piriod, answered ### ### What can start an automation from Overloop.ai? Any of Overloop.ai's 2 triggers in the catalog, including List Created and New Exclusion List Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Piriod when something happens in Overloop.ai? Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Piriod to Overloop.ai? Piriod has no triggers in the catalog today, so automations start in Overloop.ai. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it. ### ### Do I have to build a connector for Overloop.ai or Piriod? 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 Overloop.ai and Piriod 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.