Integration
Connect Prospect CRM to Iterable
When New contact fires in Prospect CRM, your agent runs Add email template in Iterable. 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 Prospect CRM and Iterable 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 Prospect CRM can start in Iterable
When New contact in Prospect CRM
then Add email template in Iterable
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 Prospect CRM and Iterable
Triggers and actions 2 triggers · 42 actions
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
- Add email template
Creates an email template, or updates every email template that already has the same client template ID.
- Add list
Creates a new static list in Iterable and returns its id.
- Add user to list
Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.
- Create a User
Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.
- Delete catalog item
Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.
- Delete list
Deletes a list from your Iterable project.
- Delete user
Deletes an Iterable user by email address. Deletion is processed asynchronously.
- Get catalog item
Returns one item from an Iterable catalog, including all of its field values.
- Get email template
Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.
- Get user
Returns an Iterable user profile, including all its data fields, looked up by email address.
- List lists
Returns all lists in the Iterable project, including their id, name and list type.
- List users in list
Returns every user (email, or userId) who belongs to the chosen Iterable list.
- Remove user from list
Removes a user, identified by email or user ID, from an Iterable static list.
- Send email
Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.
- Send push notification
Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.
- Send SMS
Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.
- Track a Purchase
Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.
- Track Event
Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.
- Trigger campaign
Sends an existing triggered campaign to the members of one or more lists.
- Update a User
Updates a user's profile data in Iterable, creating the user if none exists. Data is merged, so fields you leave out are kept.
- Update a User's Shopping Cart Items
Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.
- Update catalog item
Creates or updates a catalog item, changing only the fields you provide and leaving other fields as they are. Iterable applies the change asynchronously.
- Update user subscriptions
Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.
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
Prospect CRM and Iterable, answered
What can start an automation from Prospect CRM?
Any of Prospect CRM's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Iterable when something happens in Prospect CRM?
Any of Iterable's 23 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Iterable to Prospect CRM?
Iterable has no triggers in the catalog today, so automations start in Prospect CRM. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it.
Do I have to build a connector for Prospect CRM or Iterable?
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 Prospect CRM and Iterable 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.