--- title: "Connect Tally to CleverReach - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Add Order Item\" in CleverReach." canonical: "https://apiant.ai/connect/tally-to-cleverreach" --- # Connect Tally to CleverReach When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Add Order Item** in [CleverReach](https://apiant.ai/connections/cleverreach). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger CleverReach **3** triggers CleverReach **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Tally and CleverReach 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 Tally can start in CleverReach - When **New Submission** in Tally then **Add Order Item** in CleverReach - When **New Submission** in Tally then **Unsubscribe Email** in CleverReach 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 Tally and CleverReach ## Triggers and actions 4 triggers ยท 19 actions - Trigger **New Submission** Triggers when a new form submission is received. - Trigger **New Campaign** Triggers when a new mailing campaign is created. - Trigger **New Subscriber** Triggers when a new subscriber is added to a specified integration list. - Trigger **New Unsubscriber** Triggers when any current subscriber unsubscribes from a specified list. - Action **Add attribute** Create a global attribute. - Action **Add group** Create a group (receiver list). - Action **Add mailing** Create a mailing. - Action **Add Order Item** Add a new order item for subscriber. - Action **Add subscriber tags** Add tags to a receiver. - Action **Add/Update Subscriber** Adds a new subscriber in a selected list. Can be used to update an existing subscriber too. - Action **Delete group** Delete a group (receiver list). - Action **Delete subscriber** Delete a receiver from a group. - Action **Delete subscriber tags** Remove tags from a receiver. - Action **Find Subscriber** Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id. - Action **Get group** Get a group (receiver list) by id. - Action **Get mailing** Get a mailing by id. - Action **Get subscriber** Get a receiver by id or email. - Action **List attributes** List attributes. - Action **List groups** List all groups (receiver lists). - Action **List mailings** List mailings. - Action **List subscribers** List receivers in a group. - Action **Unsubscribe Email** Unsubscribes an email address from a selected list. - Action **Update group** Update a group (receiver list). ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connections/cleverreach) Reviews ## What our customers say ## More from Tally - [ **Tally to Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/tally-to-affinda) - [ **Tally to BuyWhere** Real-time product catalog API for AI agents across merchants in 7 countries (SG, MY, TH, VN, PH, ID, US)](https://apiant.ai/connect/tally-to-buywhere) - [ **Tally to Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connect/tally-to-docutray) - [ **Tally to F1 API** Free F1 data in real time with his own NPM package](https://apiant.ai/connect/tally-to-f1-api) - [ **Tally to Genshin Impact** The genshin.dev API serves reference game data for Genshin Impact.](https://apiant.ai/connect/tally-to-genshin-impact) - [ **Tally to ip.app** IP, ASN, geolocation, timezone, security, user-agent in plain text, JSON or HTTP headers](https://apiant.ai/connect/tally-to-ip-app) ## More into CleverReach - [ **Calendly to CleverReach** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **ActiveCampaign to CleverReach** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cleverreach) - [ **Airtable to CleverReach** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cleverreach) - [ **Asana to CleverReach** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cleverreach) - [ **Brevo to CleverReach** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cleverreach) - [ **Capsule CRM to CleverReach** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-cleverreach) Questions ## Tally and CleverReach, answered ### ### What can start an automation from Tally? Any of Tally's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CleverReach when something happens in Tally? Any of CleverReach's 19 actions, including Update group, Add attribute, Add group and Add mailing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CleverReach to Tally? CleverReach has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads CleverReach's API documentation and adds it. ### ### Do I have to build a connector for Tally or CleverReach? 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 Tally and CleverReach without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in CleverReach 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.