Integration
Connect SetSmart and Sure Send
When New Lead fires in SetSmart, your agent runs Create Task in Sure Send, or New Appointment in Sure Send to Send Template Message to Existing Contact in SetSmart. 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 SetSmart and Sure Send 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 SetSmart and Sure Send can do together
From SetSmart to Sure Send
When New Lead in SetSmart
then Create Task in Sure Send
From Sure Send to SetSmart
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 SetSmart and Sure Send
Triggers and actions 17 triggers · 29 actions
- AI Switched Off
Triggers when the AI is switched off for a SetSmart lead.
- Failed Message
Triggers when a message to a SetSmart lead fails to send.
- Lead Accepts to Book a Sales Call
Triggers when a SetSmart lead agrees to book a sales call.
- Lead Answered
Triggers when a SetSmart lead answers the AI for the first time.
- New Lead
Triggers when a new lead (conversation) is created in SetSmart.
- New Resume for Lead
Triggers when the SetSmart AI generates or updates a lead's qualification summary.
- Add Tag
Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.
- Cancel Scheduled Message
Cancels a pending scheduled template message before it is sent.
- Export Conversations
Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
- Find Contact
Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
- Import New Contact
Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.
- List Scheduled Messages
Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
- Remove Tags
Removes one or more tags from a SetSmart contact and returns the tags that remain.
- Send Template Message to Existing Contact
Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.
- Set Lead to Booked
Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
- Set Lead to Sold
Records a sale on a SetSmart lead, with amount, currency and your own sale ID.
- Turn Off AI
Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
- Turn On AI
Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
- Update Custom Fields
Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.
- Update Notes to Existing Contact
Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.
- New Appointment
Triggers when a new appointment is created in Sure Send.
- New Call
Triggers when a new call is logged in Sure Send.
- New Company
Triggers when a new company is created in Sure Send.
- New Email
Triggers when an email is sent or received in Sure Send.
- New Lead Assigned
Triggers when a person is assigned to the chosen user in Sure Send.
- New Note
Triggers when a new note is added in Sure Send.
- New Person
Triggers when a new person is created in Sure Send.
- New Task
Triggers when a new task is created in Sure Send.
- Person Stage Updated
Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.
- Tag Added to Contact
Triggers once when the chosen tag is added to a person in Sure Send.
- Updated Person
Triggers when a person is created or updated in Sure Send.
- Add Tags to Person
Adds one or more tags to an existing person in Sure Send.
- Create Appointment
Creates an appointment for a person in Sure Send.
- Create Call
Logs a phone call with a person in Sure Send.
- Create Company
Creates a company in Sure Send.
- Create Note
Adds a note to a person in Sure Send.
- Create Person
Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.
- Create Task
Creates a follow-up task for a person in Sure Send.
- Find Company
Finds the first company in Sure Send matching a name, email or phone.
- Find or Create Company
Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.
- Find or Create Person
Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.
- Find Person
Finds the first person in Sure Send matching an email, phone or name.
- Find Stage
Finds a pipeline stage in Sure Send by its name.
- Find Task
Finds the most recent task for a person in Sure Send.
- Update Company
Updates an existing company in Sure Send; only the fields you supply change.
- Update Person
Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.
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
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Questions
SetSmart and Sure Send, answered
What can start an automation from SetSmart?
Any of SetSmart's 6 triggers in the catalog, including New Lead, New Resume for Lead, AI Switched Off and Failed Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sure Send when something happens in SetSmart?
Any of Sure Send's 15 actions, including Create Appointment, Create Call, Create Company and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sure Send to SetSmart?
Yes. When something happens in Sure Send, your agent can act in SetSmart too. This page covers both directions: Sure Send's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart or Sure Send?
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 SetSmart and Sure Send 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.