Integration
Connect Pelcro and Sortd for Gmail
When Customer Created fires in Pelcro, your agent runs Add contact in Sortd for Gmail, or New Task Created in Sortd for Gmail to Create Customer in Pelcro. 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 Pelcro and Sortd for Gmail 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Pelcro and Sortd for Gmail can do together
From Pelcro to Sortd for Gmail
When Customer Created in Pelcro
then Add contact in Sortd for Gmail
From Sortd for Gmail to Pelcro
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 Pelcro and Sortd for Gmail
Triggers and actions 10 triggers · 32 actions
- Customer Created
Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.
- Customer Updated
Triggers when a customer is updated in Pelcro.
- Newsletter Created
Triggers when a new newsletter subscription is created in Pelcro.
- Newsletter Updated
Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.
- Subscription Created
Triggers when a new subscription is created in Pelcro.
- Add address
Creates a new shipping, billing or primary address for a Pelcro customer.
- Add coupon
Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.
- Create Customer
Creates a new customer on your Pelcro site.
- Create Newsletter
Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.
- Create Plan
Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.
- Create Product
Creates a product in your Pelcro site. Plans and their prices are added under a product.
- Create Subscription
Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.
- Get coupon
Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.
- Get newsletter
Returns a single newsletter subscriber by id, including their email, name, lists and consent details.
- List newsletters
Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.
- Update customer
Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.
- Update Newsletter
Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.
- New Task Created
Triggers when a new task is created on the chosen Sortd board.
- Task Archived
Triggers when a task on the chosen Sortd board is archived.
- Task Assigned
Triggers when a task on the chosen Sortd board is assigned to the given team member.
- Task Completed
Triggers when a task on the chosen Sortd board is marked complete.
- Task Moved to List
Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.
- Add comment
Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.
- Add company
Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.
- Add contact
Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.
- Archive task
Archives a Sortd task, moving its card off the board into the board's archive.
- Assign a Task
Assigns a Sortd task to a member of its board and returns the updated task.
- Complete Task
Marks a Sortd task as complete and returns the updated task.
- Create Task
Creates a new task on a Sortd list and returns it.
- Create Task From Gmail Thread
Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.
- Delete task
Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.
- Find contacts by criteria
Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.
- Get a Lists Tasks
Returns the tasks on a Sortd list.
- Get task
Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.
- List boards
Returns all boards owned by a Sortd team, with each board's id, name and type.
- List lists
Returns the task lists (columns) on a Sortd board.
- Mark Task as Incomplete
Reopens a completed Sortd task and returns the updated task.
- Move a Task to a New List
Moves a Sortd task to another list (on the same or another board) and returns the updated task.
- Send email
Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.
- Unassign Task
Clears the assignee on a Sortd task and returns the updated task.
- Update contact
Updates an existing CRM contact in Sortd, changing only the fields you fill in.
- Update task
Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.
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
What our customers say
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Questions
Pelcro and Sortd for Gmail, answered
What can start an automation from Pelcro?
Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sortd for Gmail when something happens in Pelcro?
Any of Sortd for Gmail's 20 actions, including Create Task, Create Task From Gmail Thread, Send email and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sortd for Gmail to Pelcro?
Yes. When something happens in Sortd for Gmail, your agent can act in Pelcro too. This page covers both directions: Sortd for Gmail's triggers and Pelcro's actions are listed here as well.
Do I have to build a connector for Pelcro or Sortd for Gmail?
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 Pelcro and Sortd for Gmail 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.