--- title: "Connect Previsto to Direct Mail Manager - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Add address\" in Direct Mail Manager." canonical: "https://apiant.ai/connect/previsto-to-direct-mail-manager" --- # Connect Previsto to Direct Mail Manager When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Add address** in [Direct Mail Manager](https://apiant.ai/connections/direct-mail-manager). Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **13** actions Direct Mail Manager **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Previsto and Direct Mail Manager 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 Previsto can start in Direct Mail Manager - When **Completed Assignment** in Previsto then **Add address** in Direct Mail Manager - When **Created Agreement** in Previsto then **Add address to mailing list** in Direct Mail Manager 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 Previsto and Direct Mail Manager ## Triggers and actions 5 triggers · 25 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. - Action **Add address** Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result. - Action **Add address to mailing list** Adds an existing address to a mailing list. An address can belong to any number of mailing lists. - Action **Add mailing list** Creates a new mailing list in Direct Mail Manager and returns its ID. - Action **Delete address** Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted. - Action **Delete mailing list** Permanently deletes a mailing list. Addresses that were on the list are kept. - Action **Get address** Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values. - Action **Get mailing list** Returns a single mailing list by its ID, including its name, address count and mailable count. - Action **List addresses** Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term. - Action **List mailing lists** Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date. - Action **Suppress address** Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address. - Action **Update address** Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values. - Action **Update mailing list** Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list. ## Each app on its own - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **Direct Mail Manager** Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.](https://apiant.ai/connections/direct-mail-manager) Reviews ## What our customers say ## More from Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## More into Direct Mail Manager - [ **HubSpot to Direct Mail Manager** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-direct-mail-manager) - [ **Salesforce to Direct Mail Manager** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-direct-mail-manager) - [ **Slack to Direct Mail Manager** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-direct-mail-manager) - [ **Google Sheets to Direct Mail Manager** Google Sheets](https://apiant.ai/connect/google-sheets-to-direct-mail-manager) - [ **Gmail to Direct Mail Manager** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-direct-mail-manager) - [ **Google Calendar to Direct Mail Manager** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-direct-mail-manager) Questions ## Previsto and Direct Mail Manager, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Direct Mail Manager when something happens in Previsto? Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Direct Mail Manager to Previsto? Direct Mail Manager has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it. ### ### Do I have to build a connector for Previsto or Direct Mail Manager? 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 Previsto and Direct Mail Manager 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.