--- title: "Connect REsimpli to Dwolla - APIANT.ai" description: "When \"New Agent\" fires in REsimpli, your agent runs \"Add customer\" in Dwolla." canonical: "https://apiant.ai/connect/resimpli-to-dwolla" --- # Connect REsimpli to Dwolla When **New Agent** fires in [REsimpli](https://apiant.ai/connections/resimpli), your agent runs **Add customer** in [Dwolla](https://apiant.ai/connections/dwolla). Describe the whole flow and it is built, tested on every scenario and kept running. REsimpli **4** triggers REsimpli **33** actions Dwolla **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want REsimpli and Dwolla 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 REsimpli can start in Dwolla - When **New Agent** in REsimpli then **Add customer** in Dwolla - When **New Buyer** in REsimpli then **Update customer** in Dwolla 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 REsimpli and Dwolla ## Triggers and actions 4 triggers · 52 actions - Trigger **New Agent** Triggers when a new agent is added in REsimpli. - Trigger **New Buyer** Triggers when a new buyer is added in REsimpli. - Trigger **New Lead** Triggers when a new lead is added in REsimpli. - Trigger **New Vendor** Triggers when a new vendor is added in REsimpli. - Action **Add Activity** Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli. - Action **Add Contact Details to Lead** Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead. - Action **Add Contact to Lead** Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact. - Action **Add Tags to Agent** Adds one or more existing agent tags to an agent in REsimpli. - Action **Add Tags to Buyer** Adds one or more existing buyer tags to a buyer in REsimpli. - Action **Add Tags to Lead** Adds one or more existing lead tags to a lead in REsimpli. - Action **Add Tags to Vendor** Adds one or more existing vendor tags to a vendor in REsimpli. - Action **Create Buyer** Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences. - Action **Create Lead** Creates a new lead (property and seller contact) in REsimpli and returns the created lead. - Action **Create Tag** Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more). - Action **Create Vendor** Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting. - Action **Delete Agent** Deletes an agent in REsimpli (soft delete). - Action **Delete Buyer** Deletes a buyer in REsimpli (soft-delete). - Action **Download File** Downloads a file stored on a REsimpli lead, buyer, vendor or agent record. - Action **Get Buyer** Returns the full details of a buyer in REsimpli. - Action **Get Vendor** Returns the full details of a vendor in REsimpli. - Action **List Activities** Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record. - Action **List Agents** Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area. - Action **List Buyers** Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states. - Action **List Call Logs** Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record. - Action **List Contacts** Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term. - Action **List Files** Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text. - Action **List Leads** Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call). - Action **List Vendors** Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas. - Action **Remove Contact from Lead** Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary. - Action **Remove Tags from Agent** Removes one or more tags from an agent in REsimpli. - Action **Remove Tags from Buyer** Removes one or more tags from a buyer in REsimpli. - Action **Remove Tags from Lead** Removes one or more tags from a lead in REsimpli. - Action **Update Agent Status** Moves an agent to another pipeline status in REsimpli, optionally completing open tasks. - Action **Update Buyer Status** Moves a buyer to another pipeline status in REsimpli. - Action **Update Custom Question Answers** Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept. - Action **Update Lead Status** Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks. - Action **Update Vendor Status** Moves a vendor to another pipeline status in REsimpli. - Action **Add beneficial owner** Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners. - Action **Add customer** Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business. - Action **Add document** Uploads an identity verification document (passport, license, ID card) for a Dwolla customer. - Action **Add funding source** Creates a bank account, virtual account number or debit card funding source for a Dwolla customer. - Action **Add mass payment** Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch. - Action **Add transfer** Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link. - Action **Cancel transfer** Cancels a pending Dwolla transfer and returns the updated transfer. - Action **Delete funding source** Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed. - Action **Find customers** Searches Dwolla customers by name, business name or email, optionally filtered by verification status. - Action **Get customer** Returns a Dwolla customer's details, including name, email, type and verification status. - Action **Get funding source** Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details. - Action **Get funding source balance** Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account. - Action **Get mass payment** Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata. - Action **List beneficial owners** Returns all beneficial owners associated with a business verified Dwolla customer. - Action **List documents** Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result. - Action **List events** Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first. - Action **List funding sources** Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status. - Action **List transfers** Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search. - Action **Update customer** Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer. ## Each app on its own - [ **REsimpli** REsimpli is simple real estate investment software that requires NO customization.](https://apiant.ai/connections/resimpli) - [ **Dwolla** Say goodbye to plastic cards, ATM fees, hidden charges and fine print.](https://apiant.ai/connections/dwolla) Reviews ## What our customers say ## More from REsimpli - [ **REsimpli to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resimpli-to-salesforce) - [ **REsimpli to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resimpli-to-slack) - [ **REsimpli to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resimpli-to-stripe) - [ **REsimpli to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resimpli-to-shopify) - [ **REsimpli to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resimpli-to-trello) - [ **REsimpli to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resimpli-to-zoom) ## More into Dwolla - [ **HubSpot to Dwolla** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dwolla) - [ **Salesforce to Dwolla** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dwolla) - [ **Slack to Dwolla** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dwolla) - [ **Google Sheets to Dwolla** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dwolla) - [ **Gmail to Dwolla** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dwolla) - [ **Google Calendar to Dwolla** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dwolla) Questions ## REsimpli and Dwolla, answered ### ### What can start an automation from REsimpli? Any of REsimpli's 4 triggers in the catalog, including New Agent, New Buyer, New Lead and New Vendor. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dwolla when something happens in REsimpli? Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dwolla to REsimpli? Dwolla has no triggers in the catalog today, so automations start in REsimpli. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it. ### ### Do I have to build a connector for REsimpli or Dwolla? 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 REsimpli and Dwolla 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.