Integration
Connect TinyEmail and Workbooks CRM
When New Audience fires in TinyEmail, your agent runs Create Customer Order in Workbooks CRM, or New Case in Workbooks CRM to Add Subscriber to Audience in TinyEmail. 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 TinyEmail and Workbooks 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)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 TinyEmail and Workbooks CRM can do together
From TinyEmail to Workbooks CRM
When New Audience in TinyEmail
then Create Customer Order in Workbooks CRM
When New Campaign in TinyEmail
then Create Marketing Campaign in Workbooks CRM
From Workbooks CRM to TinyEmail
When New Case in Workbooks CRM
then Add Subscriber to Audience in TinyEmail
When New Organisation in Workbooks CRM
then Create Audience in TinyEmail
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 TinyEmail and Workbooks CRM
Triggers and actions 9 triggers · 53 actions
Trigger
New AudienceTriggers when a new audience list is created.
Trigger
New CampaignTriggers when a new campaign is created.
Trigger
New TemplateTriggers when a new email template is created.
Action
Add Subscriber to AudienceAdds a subscriber to an existing audience list.
Action
Clean Audience ListStarts a list-cleaning job that verifies every address in an audience.
Action
Create AudienceCreates a new audience list, optionally with one first member.
Action
Create SenderAdds a sender identity (from name, email and postal address).
Action
Create TemplateCreates an email template.
Action
Delete AudienceDeletes an audience list.
Action
Delete CampaignDeletes a campaign.
Action
Delete SenderDeletes a sender identity.
Action
Delete Suppression ListDeletes a suppression list.
Action
Delete TemplateDeletes an email template.
Action
Get CampaignReturns a campaign with its delivery and engagement statistics.
Action
Get Campaign Domain StatisticsReturns a campaign's delivery statistics broken down by recipient domain.
Action
Get New Subscriber Engagement ReportReturns engagement statistics for subscribers who joined the given audiences in a date range.
Action
Get SenderReturns a sender identity.
Action
Get SubscriberReturns a subscriber in the account by email address.
Action
Get Suppression ListReturns a suppression list with its member count.
Action
Get TemplateReturns an email template.
Action
List Audience MembersReturns the members of an audience list.
Action
List AudiencesReturns all audience lists with their member counts.
Action
List CampaignsReturns campaigns in the account, newest first.
Action
List SendersReturns all sender identities.
Action
List Suppression ListsReturns all suppression lists.
Action
List TemplatesReturns email templates, optionally filtered by name.
Action
Pause CampaignPauses a sending or scheduled campaign.
Action
Remove Subscriber from AudienceRemoves a subscriber from an audience list by email.
Action
Send CampaignSends a campaign now, or schedules it for a given time.
Action
Unsubscribe SubscriberUnsubscribes a contact from all emails in the account.
Action
Update CampaignUpdates a draft campaign.
Action
Update SenderUpdates a sender identity.
Action
Update SubscriberUpdates a subscriber in the account, matched by email address.
Action
Update TemplateUpdates an email template.
Action
Verify Email AddressChecks an email address and returns its deliverability score and status.
Trigger
New CaseTriggers when a new support case is created in Workbooks.
Trigger
New OrganisationTriggers when a new organisation is created in Workbooks.
Trigger
New PersonTriggers when a new person is created in Workbooks.
Trigger
New Sales LeadTriggers when a new sales lead is created in Workbooks.
Trigger
Posted Credit NoteTriggers when a credit note in Workbooks is posted.
Trigger
Posted InvoiceTriggers when an invoice in Workbooks is posted.
Action
Create CaseCreates a new support case in Workbooks and returns its id and details.
Action
Create Customer OrderCreates a new customer order in Workbooks and returns its id and details.
Action
Create Marketing CampaignCreates a new marketing campaign in Workbooks and returns its id and details.
Action
Create Marketing Campaign MemberAdds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id.
Action
Create Marketing Campaign Member StatusAdds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks.
Action
Create OrganisationCreates a new organisation (company) in Workbooks and returns its id and details.
Action
Create PersonCreates a new person (contact) in Workbooks and returns its id and details.
Action
Create Sales LeadCreates a new sales lead in Workbooks and returns its id and details.
Action
Create TaskCreates a new task in Workbooks and returns its id and details.
Action
Find a Customer OrderFinds a customer order in Workbooks by its order reference and returns the first match.
Action
Find a Marketing CampaignFinds a marketing campaign in Workbooks by name and returns the first match.
Action
Find a Marketing Campaign MemberFinds a member of a marketing campaign in Workbooks by campaign and member id.
Action
Find a Marketing Campaign Member StatusFinds a member status of a marketing campaign in Workbooks by its name.
Action
Find an OrganisationFinds an organisation in Workbooks by name and returns the first match.
Action
Find a PersonFinds a person in Workbooks by email address and returns the first match.
Action
Find a Sales LeadFinds a sales lead in Workbooks by name and returns the first match.
Action
Update Customer OrderUpdates an existing customer order in Workbooks. Only the fields you fill in are changed.
Action
Update Marketing Campaign MemberUpdates an existing marketing campaign member in Workbooks, for example to change their member status.
Action
Update OrganisationUpdates an existing organisation in Workbooks. Only the fields you fill in are changed.
Action
Update PersonUpdates an existing person in Workbooks. Only the fields you fill in are changed.
Action
Update Sales LeadUpdates an existing sales lead in Workbooks. Only the fields you fill in are 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
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Questions
TinyEmail and Workbooks CRM, answered
What can start an automation from TinyEmail?
Any of TinyEmail's 3 triggers in the catalog, including New Audience, New Campaign and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workbooks CRM when something happens in TinyEmail?
Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workbooks CRM to TinyEmail?
Yes. When something happens in Workbooks CRM, your agent can act in TinyEmail too. This page covers both directions: Workbooks CRM's triggers and TinyEmail's actions are listed here as well.
Do I have to build a connector for TinyEmail or Workbooks 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 TinyEmail and Workbooks 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.