--- title: "Connect Sender to Payaca - APIANT.ai" description: "When \"New Group\" fires in Sender, your agent runs \"Add invoice\" in Payaca. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/sender-to-payaca" --- # Connect Sender to Payaca When **New Group** fires in [Sender](https://apiant.ai/connections/sender), your agent runs **Add invoice** in [Payaca](https://apiant.ai/connections/payaca). Describe the whole flow and it is built, tested on every scenario and kept running. Sender **4** triggers Sender **10** actions Payaca **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Sender and Payaca 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 Sender can start in Payaca - When **New Group** in Sender then **Add invoice** in Payaca - When **New Subscriber** in Sender then **Get customer** in Payaca 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 Sender and Payaca ## Triggers and actions 4 triggers · 24 actions - Trigger **New Group** Triggers when a new group is created. - Trigger **New Subscriber** Triggers when a new subscriber is added. - Trigger **New Unsubscriber From Group** Triggers when a subscriber is removed from a group. - Trigger **Updated Subscriber** Triggers when a subscriber is updated. - Action **Add group** Create a new subscriber group. - Action **Add Subscriber to Group** Adds a subscriber to a group. - Action **Add / Update Subscriber** Adds a new subscriber. If subscriber with the same email exists, updates the subscriber's data. - Action **Create Campaign** Creates a draft campaign - Action **Get campaign** Retrieve details of a single campaign by campaign id. - Action **Get subscriber** Retrieve a single subscriber's data by email or subscriber id. - Action **List groups** List all subscriber groups on the account. - Action **List subscribers** List all subscribers on the account, paginated. - Action **Remove Subscriber From Group** Removes a subscriber from a group. - Action **Unsubscribe Email** Unsubscribes an email address. - Action **Add invoice** Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent. - Action **Add payment** Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled. - Action **Add project note** Adds one or more notes to a Payaca project and returns the notes that were created. - Action **Add proposal** Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals. - Action **Get customer** Returns a customer by id, including their contacts, addresses, custom field values and tags. - Action **Get invoice** Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found. - Action **Get project** Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments. - Action **Get scheduled event** Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found. - Action **List customers** Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number. - Action **List pipelines** Returns all pipelines in the Payaca account, including each pipeline's stages in order. - Action **List projects** Returns the projects in the Payaca account, optionally only those belonging to one customer. - Action **Mark proposal as accepted** Marks a proposal that was already sent to the customer as accepted and returns the updated proposal. - Action **Update project** Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated. - Action **Update scheduled event** Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event. ## Each app on its own - [ **Sender** Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.](https://apiant.ai/connections/sender) - [ **Payaca** Send professional quotes and invoices, manage customers and pricing, and take payment.](https://apiant.ai/connections/payaca) Reviews ## What our customers say ## More from Sender - [ **Sender to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sender-to-slack) - [ **Sender to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/sender-to-google-sheets) - [ **Sender to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sender-to-stripe) - [ **Sender to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/sender-to-shopify) - [ **Sender to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sender-to-trello) - [ **Sender to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sender-to-twilio) ## More into Payaca - [ **HubSpot to Payaca** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-payaca) - [ **Salesforce to Payaca** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-payaca) - [ **Slack to Payaca** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-payaca) - [ **Google Sheets to Payaca** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-payaca) - [ **Gmail to Payaca** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-payaca) - [ **Google Calendar to Payaca** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-payaca) Questions ## Sender and Payaca, answered ### ### What can start an automation from Sender? Any of Sender's 4 triggers in the catalog, including New Group, New Subscriber, New Unsubscriber From Group and Updated Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Payaca when something happens in Sender? Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Payaca to Sender? Payaca has no triggers in the catalog today, so automations start in Sender. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it. ### ### Do I have to build a connector for Sender or Payaca? 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 Sender and Payaca 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.