Integration
Connect SetSmart and WildApricot
When New Lead fires in SetSmart, your agent runs Find Contact in WildApricot, or Contact or Member Created in WildApricot to Find 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 WildApricot 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)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 WildApricot can do together
From SetSmart to WildApricot
When New Lead in SetSmart
then Find Contact in WildApricot
When New Resume for Lead in SetSmart
then Find Invoice in WildApricot
From WildApricot to SetSmart
When Contact or Member Created in WildApricot
then Find Contact in SetSmart
When Contact or Member Created or Updated in WildApricot
then Set Lead to Booked in 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 WildApricot
Triggers and actions 22 triggers · 16 actions
Trigger
AI Switched OffTriggers when the AI is switched off for a SetSmart lead.
Trigger
Failed MessageTriggers when a message to a SetSmart lead fails to send.
Trigger
Lead Accepts to Book a Sales CallTriggers when a SetSmart lead agrees to book a sales call.
Trigger
Lead AnsweredTriggers when a SetSmart lead answers the AI for the first time.
Trigger
New LeadTriggers when a new lead (conversation) is created in SetSmart.
Trigger
New Resume for LeadTriggers when the SetSmart AI generates or updates a lead's qualification summary.
Action
Cancel Scheduled MessageCancels a pending scheduled template message before it is sent.
Action
Export ConversationsExports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.
Action
Find ContactFinds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.
Action
List Scheduled MessagesLists scheduled WhatsApp template messages, filtered by status, template, contact or date range.
Action
Set Lead to BookedMarks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.
Action
Turn Off AITurns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.
Action
Turn On AITurns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.
Trigger
Contact or Member CreatedTriggers when a new contact or member is added in WildApricot.
Trigger
Contact or Member Created or UpdatedTriggers when a contact or member is created or their profile is updated in WildApricot.
Trigger
Contact or Member UpdatedTriggers when a contact's or member's profile is updated in WildApricot.
Trigger
Event Registration CreatedTriggers when a new registration is added to an event in WildApricot.
Trigger
Event Registration Created or UpdatedTriggers when an event registration is created or changed in WildApricot.
Trigger
Event Registration UpdatedTriggers when an event registration is changed in WildApricot.
Trigger
Invoice CreatedTriggers when an invoice is created in WildApricot.
Trigger
Invoice UpdatedTriggers when an invoice is updated in WildApricot.
Trigger
Membership LapsedTriggers when a member's status in WildApricot changes to Lapsed.
Trigger
Membership Level UpdatedTriggers when a contact's membership level changes in WildApricot.
Trigger
Membership RenewedTriggers when a member's membership is renewed in WildApricot.
Trigger
Membership SuspendedTriggers when a member's status in WildApricot changes to Suspended.
Trigger
Payment ReceivedTriggers when a payment is received in WildApricot.
Trigger
Payment UpdatedTriggers when a payment is updated in WildApricot.
Trigger
Refund CreatedTriggers when a refund is created in WildApricot.
Trigger
Refund UpdatedTriggers when a refund is updated in WildApricot.
Action
Delete ContactDeletes a contact or member from your WildApricot database.
Action
Delete Event RegistrationDeletes an event registration from your WildApricot database.
Action
Find ContactReturns the WildApricot contacts and members that match a search text or filter.
Action
Find DonationReturns the donations received in WildApricot within a date range.
Action
Find Event RegistrationReturns the event registrations for an event or a contact in WildApricot.
Action
Find EventsReturns the WildApricot events that match an optional filter.
Action
Find InvoiceReturns the invoices for a contact or within a date range in WildApricot.
Action
Find PaymentReturns the payments for a contact or within a date range in WildApricot.
Action
Find RefundReturns the refunds for a contact or within a date range in WildApricot.
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
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Questions
SetSmart and WildApricot, 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 WildApricot when something happens in SetSmart?
Any of WildApricot's 9 actions, including Find Contact, Find Donation, Find Event Registration and Find Events. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WildApricot to SetSmart?
Yes. When something happens in WildApricot, your agent can act in SetSmart too. This page covers both directions: WildApricot's triggers and SetSmart's actions are listed here as well.
Do I have to build a connector for SetSmart or WildApricot?
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 WildApricot 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.