Integration
Connect Simplero to Redtail CRM
When New Purchase fires in Simplero, your agent runs Create Contact in Redtail CRM. 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 Simplero and Redtail CRM 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 Simplero can start in Redtail CRM
When New Purchase in Simplero
then Create Contact in Redtail CRM
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 Simplero and Redtail CRM
Triggers and actions 2 triggers · 21 actions
- New Purchase
Triggers when a new purchase is made in Simplero.
- Tag Added to Contact
Triggers when a tag is added to a Simplero contact.
- Create or Update Contact
Creates a Simplero contact, or updates the existing contact with that email.
- Find Contact by Email
Finds Simplero contacts by email address.
- Get Contact
Returns one Simplero contact by ID.
- Issue Points for a Contact
Issues points (credits) to a Simplero contact.
- List Automations
Returns the automations in your Simplero account.
- List Lists
Returns the email lists in your Simplero account.
- List Products
Returns the products in your Simplero account.
- List Tags
Returns the tags in your Simplero account.
- Remove Subscription From a List
Unsubscribes a Simplero contact from an email list.
- Remove Tag From Contact
Removes a tag from a Simplero contact.
- Start an Automation for Existing Customer
Starts a Simplero automation for an existing contact.
- Subscribe to a List
Subscribes a Simplero contact to an email list.
- Tag Existing Contact
Adds a tag to an existing Simplero contact.
- Update Contact
Updates a Simplero contact's name, email or phone number.
- Create Activity
Creates a new activity (task, appointment or call) in your Redtail CRM calendar, optionally linked to a contact.
- Create Contact
Creates a new contact (a person or a business) in your Redtail CRM database.
- Find Contact
Finds contacts in your Redtail CRM database by name or phone number.
- Get activity
Returns a single Redtail activity, including its linked contacts.
- Get contact
Returns a single Redtail contact by its ID, optionally with its addresses, phones, emails and URLs attached.
- Update Activity
Updates an existing activity in your Redtail CRM calendar, including marking it completed. Fields left blank are not changed.
- Update Contact
Updates an existing contact in your Redtail CRM database. Fields left blank are not changed.
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 Simplero
Simplero to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Simplero to StripeStripe is a payment processing platform for online businesses.
Simplero to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Simplero to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Simplero to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Simplero to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
More into Redtail CRM
HubSpot to Redtail CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Redtail CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to Redtail CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Redtail CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Redtail CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Simplero and Redtail CRM, answered
What can start an automation from Simplero?
Any of Simplero's 2 triggers in the catalog, including New Purchase and Tag Added to Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redtail CRM when something happens in Simplero?
Any of Redtail CRM's 7 actions, including Create Activity, Create Contact, Update Activity and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redtail CRM to Simplero?
Redtail CRM has no triggers in the catalog today, so automations start in Simplero. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it.
Do I have to build a connector for Simplero or Redtail CRM?
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 Simplero and Redtail CRM 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.