Integration
Connect SetSmart and Whippy
When New Lead fires in SetSmart, your agent runs Add Contacts to a Sequence in Whippy, or Channels in Whippy 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 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 SetSmart and Whippy can do together
From SetSmart to Whippy
When New Lead in SetSmart
then Add Contacts to a Sequence in Whippy
From Whippy 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 Whippy
Triggers and actions 10 triggers · 34 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.
- Channels
Triggers when a new channel is added to your Whippy organization.
- List Agents
Triggers when a new AI agent is added to your Whippy organization.
- List Calls
Triggers when a new call is logged in Whippy.
- List Users
Triggers when a new user is added to your Whippy organization.
- Add Contacts to a Sequence
Adds contacts to a Whippy sequence, creating any contact that does not exist yet.
- Create a Contact
Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.
- Delete a Contact
Deletes a contact from Whippy by its ID.
- Get Agent by ID
Returns one Whippy AI agent by its ID, including its current version and settings.
- Get All Campaigns
Returns the campaigns in your Whippy organization, optionally filtered by title.
- Get All Channels
Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.
- Get All Contacts
Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.
- Get All Sequences
Returns the sequences in your Whippy organization, optionally filtered by title.
- Get All Sequence Steps
Returns all the steps of a Whippy sequence, including each step's message and delivery stats.
- Get Call by ID
Returns one Whippy call by its ID, including its recording and transcript links.
- Get Campaign by ID
Returns one Whippy campaign by its ID.
- Get Campaign Contacts
Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.
- Get Contact by ID
Returns one Whippy contact by its ID.
- Get Contacts in a Sequence
Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.
- Get Sequence by ID
Returns one Whippy sequence by its ID.
- List Agents
Returns the AI agents in your Whippy organization, optionally filtered by name.
- List Calls
Returns calls in your Whippy organization, optionally limited to a date range.
- List Users
Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.
- Send an SMS
Sends an SMS text message from one of your Whippy channels to a phone number.
- Update a Contact
Updates 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 SetSmart
SetSmart to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
SetSmart to StripeStripe is a payment processing platform for online businesses.
SetSmart to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
SetSmart to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
SetSmart to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SetSmart 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.
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
SetSmart and Whippy, 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 Whippy when something happens in SetSmart?
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 SetSmart?
Yes. When something happens in Whippy, your agent can act in SetSmart too. This page covers both directions: Whippy's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart 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 SetSmart 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.