Integration
Connect RiskAdvisor to Textdrip
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add Scheduled Message in Textdrip. 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 RiskAdvisor and Textdrip 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 RiskAdvisor can start in Textdrip
When Call-In Quote Submitted in RiskAdvisor
then Add Scheduled Message in Textdrip
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 RiskAdvisor and Textdrip
Triggers and actions 7 triggers · 38 actions
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
- Add Scheduled Message
Schedules a text message to a phone number for a specific date and time.
- Assign Contact to Drip Campaign
Assigns an existing contact, by phone number, to a new drip campaign.
- Create Contact
Creates a contact in Textdrip without messaging them or adding them to a campaign.
- Create Contact and Apply Drip Campaign
Creates a contact in Textdrip and starts them on a drip campaign.
- Create Contact With Tag
Creates a contact in Textdrip with a tag, optionally starting them on a drip campaign.
- Default Number Setup
Sets which of your Textdrip numbers is used for contacts created through the API.
- Delete Contact
Deletes a contact by phone number, as long as they have not opted out.
- Delete Image
Deletes an image from your Textdrip image library.
- Delivery Rate by Date
Returns your message delivery rate for a given date.
- Get All Conversations
Returns a page of open conversations, optionally filtered by a search term.
- Get All Tags
Returns the tags on your Textdrip account.
- Get Chats
Returns the chat messages exchanged with one contact.
- Get Contact Details
Returns a contact's details, including their ID, by phone number.
- Get Drip Campaign Messages
Returns the messages and timing of a drip campaign.
- Get Drip Campaigns and Buckets
Returns the drip campaigns and buckets on your account.
- Get Images
Returns the images in your Textdrip image library.
- Get Phone Number List
Returns the phone numbers on your Textdrip account.
- Get Pipelines
Returns the pipelines on your Textdrip account.
- Get Quick Responses
Returns the quick responses set up on your account.
- Remove From Drip Campaign
Stops further drip campaign messages to a contact.
- Send a Single Text Message to a Phone Number
Sends a text message to a phone number from your Textdrip account.
- Update Contact
Updates a contact's details, found by phone number.
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
More from RiskAdvisor
RiskAdvisor to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
RiskAdvisor to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
RiskAdvisor to StripeStripe is a payment processing platform for online businesses.
RiskAdvisor to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
RiskAdvisor to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
RiskAdvisor to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Textdrip
HubSpot to TextdripHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to TextdripGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TextdripGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TextdripGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
RiskAdvisor and Textdrip, answered
What can start an automation from RiskAdvisor?
Any of RiskAdvisor's 7 triggers in the catalog, including Call-In Quote Submitted, Custom QuoteForm Submitted, New Client and New Policy. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Textdrip when something happens in RiskAdvisor?
Any of Textdrip's 22 actions, including Create Contact, Create Contact and Apply Drip Campaign, Create Contact With Tag and Send a Single Text Message to a Phone Number. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Textdrip to RiskAdvisor?
Textdrip has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Textdrip's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Textdrip?
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 RiskAdvisor and Textdrip 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.