--- title: "Connect Rebrandly to Redtail CRM - APIANT.ai" description: "When \"New Branded Link\" fires in Rebrandly, your agent runs \"Create Contact\" in Redtail CRM." canonical: "https://apiant.ai/connect/rebrandly-to-redtail-crm" --- # Connect Rebrandly to Redtail CRM When **New Branded Link** fires in [Rebrandly](https://apiant.ai/connections/rebrandly), your agent runs **Create Contact** in [Redtail CRM](https://apiant.ai/connections/redtail-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Rebrandly **1** trigger Rebrandly **3** actions Redtail CRM **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Rebrandly and Redtail CRM 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 Rebrandly can start in Redtail CRM - When **New Branded Link** in Rebrandly then **Create Contact** in Redtail CRM - When **New Branded Link** in Rebrandly then **Update Contact** in Redtail CRM 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 Rebrandly and Redtail CRM ## Triggers and actions 1 trigger · 10 actions - Trigger **New Branded Link** Triggers when a new branded link is created. - Action **Create Branded Link** Create a short branded link from any URL. - Action **Find Branded Link** Find your branded link. - Action **Update Branded Link** Update the destination url of a branded link. - Action **Create Activity** Creates a new activity (task, appointment or call) in your Redtail CRM calendar, optionally linked to a contact. - Action **Create Contact** Creates a new contact (a person or a business) in your Redtail CRM database. - Action **Find Contact** Finds contacts in your Redtail CRM database by name or phone number. - Action **Get activity** Returns a single Redtail activity, including its linked contacts. - Action **Get contact** Returns a single Redtail contact by its ID, optionally with its addresses, phones, emails and URLs attached. - Action **Update Activity** Updates an existing activity in your Redtail CRM calendar, including marking it completed. Fields left blank are not changed. - Action **Update Contact** Updates an existing contact in your Redtail CRM database. Fields left blank are not changed. ## Each app on its own - [ **Rebrandly** Rebrandly is the easiest way to create and share branded links (short URLs using your own domain name).](https://apiant.ai/connections/rebrandly) - [ **Redtail CRM** Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional.](https://apiant.ai/connections/redtail-crm) Reviews ## What our customers say ## More from Rebrandly - [ **Rebrandly to ProxyCrawl** Scraping and crawling anticaptcha service](https://apiant.ai/connect/rebrandly-to-proxycrawl) - [ **Rebrandly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/rebrandly-to-salesforce) - [ **Rebrandly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rebrandly-to-slack) - [ **Rebrandly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/rebrandly-to-stripe) - [ **Rebrandly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/rebrandly-to-shopify) - [ **Rebrandly to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/rebrandly-to-trello) ## More into Redtail CRM - [ **HubSpot to Redtail CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-redtail-crm) - [ **Salesforce to Redtail CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-redtail-crm) - [ **Slack to Redtail CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-redtail-crm) - [ **Google Sheets to Redtail CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-redtail-crm) - [ **Gmail to Redtail CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-redtail-crm) - [ **Google Calendar to Redtail CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-redtail-crm) Questions ## Rebrandly and Redtail CRM, answered ### ### What can start an automation from Rebrandly? Any of Rebrandly's 1 trigger in the catalog, including New Branded Link. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Redtail CRM when something happens in Rebrandly? Any of Redtail CRM's 7 actions, including Create Activity, Create Contact, Update Activity and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Redtail CRM to Rebrandly? Redtail CRM has no triggers in the catalog today, so automations start in Rebrandly. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it. ### ### Do I have to build a connector for Rebrandly or Redtail 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 Rebrandly and Redtail 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.