Integration
Connect SegMetrics to Templates On
When New Contact in Report fires in SegMetrics, your agent runs Generate Image in Templates On. 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 SegMetrics and Templates On 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 SegMetrics can start in Templates On
When New Contact in Report in SegMetrics
then Generate Image in Templates On
When New Contact in Report in SegMetrics
then Generate PDF in Templates On
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 SegMetrics and Templates On
Triggers and actions 1 trigger · 18 actions
Trigger
New Contact in ReportTriggers when a new contact appears in a SegMetrics report (leads, revenue, ads or subscriptions).
Action
Add or Update a ContactAdds a contact to a SegMetrics integration, or updates it when the contact ID or email already exists.
Action
Add or Update an OrderAdds a purchase (invoice) to a contact in a SegMetrics integration, or updates it when the invoice ID already exists.
Action
Add or Update ProductAdds a product to a SegMetrics integration, or updates it when the product ID already exists.
Action
Add or Update SubscriptionAdds a subscription to a contact in a SegMetrics integration, or updates it when the subscription ID already exists.
Action
Add Tag to ContactAdds one or more tags, by name, to a contact in a SegMetrics integration.
Action
Delete ContactPermanently deletes a contact, by contact ID or email, from a SegMetrics integration.
Action
Delete OrderPermanently deletes an order (invoice) from a SegMetrics integration.
Action
Delete SubscriptionPermanently deletes a subscription from a SegMetrics integration.
Action
Get ContactReturns one SegMetrics contact and, optionally, their tags, orders and web events, looked up by email or contact ID.
Action
Get Report DataReturns the KPIs, graph series and table rows of a SegMetrics report (leads, revenue, ads or subscriptions) for a date range.
Action
List Report ContactsReturns one page of the contacts (with their customer journey) in a SegMetrics report for a date range.
Action
Record Ad PerformanceRecords one day of performance (spend, clicks, impressions) for an ad in SegMetrics.
Action
Remove Tag From ContactRemoves one or more tags, by name, from a contact in a SegMetrics integration.
Action
Run Report QueryRuns an ad-hoc SegMetrics report query (type, dimensions, metrics, date range) and returns its fields, rows and totals.
Action
Generate ImageGenerates a PNG image, either from one of your saved templates with your own values filled in, or as a styled text image without a template. Returns the image as base64 data with its size and dimensions.
Action
Generate PDFGenerates a PDF from one of your saved templates (filling in its dynamic fields), or a simple styled text document without a template, and returns the PDF as base64.
Action
List template fieldsReturns the dynamic fields defined in a Templates On template, with each field's name and type (text or image), so you know which values to pass when generating an image or PDF.
Action
List templatesReturns all templates available to your account, including your own templates and public templates, with each template's id, name and public status.
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 SegMetrics
SegMetrics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SegMetrics to StripeStripe is a payment processing platform for online businesses.
SegMetrics to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SegMetrics to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SegMetrics to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SegMetrics to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Templates On
HubSpot to Templates OnHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Templates OnSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Templates OnSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Templates OnGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Templates OnGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Templates OnGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SegMetrics and Templates On, answered
What can start an automation from SegMetrics?
Any of SegMetrics's 1 trigger in the catalog, including New Contact in Report. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Templates On when something happens in SegMetrics?
Any of Templates On's 4 actions, including Generate Image, Generate PDF, List template fields and List templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Templates On to SegMetrics?
Templates On has no triggers in the catalog today, so automations start in SegMetrics. If you need the other direction, ask: your agent reads Templates On's API documentation and adds it.
Do I have to build a connector for SegMetrics or Templates On?
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 SegMetrics and Templates On 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.