Integration
Connect Postalytics and Workbooks CRM
When New Campaign Event fires in Postalytics, your agent runs Create Marketing Campaign in Workbooks CRM, or New Case in Workbooks CRM to Update Contact in Postalytics. 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 Postalytics and Workbooks CRM 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 Postalytics and Workbooks CRM can do together
From Postalytics to Workbooks CRM
When New Campaign Event in Postalytics
then Create Marketing Campaign in Workbooks CRM
From Workbooks CRM to Postalytics
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 Postalytics and Workbooks CRM
Triggers and actions 7 triggers · 34 actions
- New Campaign Event
Triggers when a mail piece in a Postalytics campaign has a new delivery or online response event, such as delivered, returned or a page view.
- Delete Contact
Deletes a Postalytics contact.
- Enroll a Contact Into a Flow
Enrolls a contact into a Postalytics Flow, which sends a series of postcards or letters with delivery and response tracking.
- Get Campaign
Returns one Postalytics campaign's details: name, status, contact list and endpoint.
- Get Contact
Returns one Postalytics contact by its ID.
- List Campaigns
Returns all of your Postalytics campaigns with their delivery and response stats.
- List Contact Lists
Returns all of your Postalytics contact lists with their contact counts.
- List Contacts on a List
Returns the contacts on one Postalytics contact list.
- List Flows
Returns all of your Postalytics Flows, including each Flow's endpoint ID used to enroll contacts.
- List Suppression Lists
Returns all of your Postalytics suppression lists.
- List Templates
Returns all of your Postalytics postcard and letter templates.
- Send and Track a Postcard or Letter
Sends a postcard or letter to one recipient through a Postalytics triggered campaign, with delivery and response tracking.
- Unenroll a Contact From a Flow
Removes a contact from a Postalytics Flow so it gets no further mailings.
- Update Contact
Updates a contact's name, address or email on a Postalytics contact list.
- New Case
Triggers when a new support case is created in Workbooks.
- New Organisation
Triggers when a new organisation is created in Workbooks.
- New Person
Triggers when a new person is created in Workbooks.
- New Sales Lead
Triggers when a new sales lead is created in Workbooks.
- Posted Credit Note
Triggers when a credit note in Workbooks is posted.
- Posted Invoice
Triggers when an invoice in Workbooks is posted.
- Create Case
Creates a new support case in Workbooks and returns its id and details.
- Create Customer Order
Creates a new customer order in Workbooks and returns its id and details.
- Create Marketing Campaign
Creates a new marketing campaign in Workbooks and returns its id and details.
- Create Marketing Campaign Member
Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
- Create Marketing Campaign Member Status
Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
- Create Organisation
Creates a new organisation (company) in Workbooks and returns its id and details.
- Create Person
Creates a new person (contact) in Workbooks and returns its id and details.
- Create Sales Lead
Creates a new sales lead in Workbooks and returns its id and details.
- Create Task
Creates a new task in Workbooks and returns its id and details.
- Find a Customer Order
Finds a customer order in Workbooks by its order reference and returns the first match.
- Find a Marketing Campaign
Finds a marketing campaign in Workbooks by name and returns the first match.
- Find a Marketing Campaign Member
Finds a member of a marketing campaign in Workbooks by campaign and member id.
- Find a Marketing Campaign Member Status
Finds a member status of a marketing campaign in Workbooks by its name.
- Find an Organisation
Finds an organisation in Workbooks by name and returns the first match.
- Find a Person
Finds a person in Workbooks by email address and returns the first match.
- Find a Sales Lead
Finds a sales lead in Workbooks by name and returns the first match.
- Update Customer Order
Updates an existing customer order in Workbooks. Only the fields you fill in are changed.
- Update Marketing Campaign Member
Updates an existing marketing campaign member in Workbooks, for example to change their member status.
- Update Organisation
Updates an existing organisation in Workbooks. Only the fields you fill in are changed.
- Update Person
Updates an existing person in Workbooks. Only the fields you fill in are changed.
- Update Sales Lead
Updates an existing sales lead in Workbooks. Only the fields you fill in 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
What our customers say
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Questions
Postalytics and Workbooks CRM, answered
What can start an automation from Postalytics?
Any of Postalytics's 1 trigger in the catalog, including New Campaign Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in Postalytics?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to Postalytics?
Yes. When something happens in Workbooks CRM, your agent can act in Postalytics too. This page covers both directions: Workbooks CRM's triggers and Postalytics's actions are listed here as well.
Do I have to build a connector for Postalytics or Workbooks CRM?
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 Postalytics and Workbooks CRM 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.