Integration
Connect SegMetrics and Whippy
When New Contact in Report fires in SegMetrics, your agent runs Create a Contact in Whippy, or Channels in Whippy to Add or Update a Contact in SegMetrics. 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 Whippy 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 and Whippy can do together
From SegMetrics to Whippy
When New Contact in Report in SegMetrics
then Create a Contact in Whippy
When New Contact in Report in SegMetrics
then Update a Contact in Whippy
From Whippy to SegMetrics
When Channels in Whippy
then Add or Update a Contact in SegMetrics
When List Agents in Whippy
then Add or Update an Order in SegMetrics
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 Whippy
Triggers and actions 5 triggers · 34 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.
Trigger
ChannelsTriggers when a new channel is added to your Whippy organization.
Trigger
List AgentsTriggers when a new AI agent is added to your Whippy organization.
Trigger
List CallsTriggers when a new call is logged in Whippy.
Trigger
List UsersTriggers when a new user is added to your Whippy organization.
Action
Add Contacts to a SequenceAdds contacts to a Whippy sequence, creating any contact that does not exist yet.
Action
Create a ContactCreates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.
Action
Delete a ContactDeletes a contact from Whippy by its ID.
Action
Get Agent by IDReturns one Whippy AI agent by its ID, including its current version and settings.
Action
Get All CampaignsReturns the campaigns in your Whippy organization, optionally filtered by title.
Action
Get All ChannelsReturns the channels (phone numbers, email addresses and other locations) in your Whippy organization.
Action
Get All ContactsReturns the contacts in your Whippy organization, optionally filtered by name, email or phone.
Action
Get All SequencesReturns the sequences in your Whippy organization, optionally filtered by title.
Action
Get All Sequence StepsReturns all the steps of a Whippy sequence, including each step's message and delivery stats.
Action
Get Call by IDReturns one Whippy call by its ID, including its recording and transcript links.
Action
Get Campaign by IDReturns one Whippy campaign by its ID.
Action
Get Campaign ContactsReturns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.
Action
Get Contact by IDReturns one Whippy contact by its ID.
Action
Get Contacts in a SequenceReturns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.
Action
Get Sequence by IDReturns one Whippy sequence by its ID.
Action
List AgentsReturns the AI agents in your Whippy organization, optionally filtered by name.
Action
List CallsReturns calls in your Whippy organization, optionally limited to a date range.
Action
List UsersReturns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.
Action
Send an SMSSends an SMS text message from one of your Whippy channels to a phone number.
Action
Update a ContactUpdates an existing Whippy contact's details such as name, email, phone or opt-in preferences.
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 Whippy
HubSpot to WhippyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to WhippySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to WhippySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to WhippyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to WhippyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to WhippyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
SegMetrics and Whippy, 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 Whippy when something happens in SegMetrics?
Any of Whippy's 20 actions, including Create a Contact, Send an SMS, Update a Contact and Add Contacts to a Sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Whippy to SegMetrics?
Yes. When something happens in Whippy, your agent can act in SegMetrics too. This page covers both directions: Whippy's triggers and SegMetrics's actions are listed here as well.
Do I have to build a connector for SegMetrics or Whippy?
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 Whippy 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.