# Connect TouchBasePro to echowin When **New Subscriber** fires in [TouchBasePro](https://apiant.ai/connections/touchbasepro), your agent runs **Add contact** in [echowin](https://apiant.ai/connections/echowin). Describe the whole flow and it is built, tested on every scenario and kept running. TouchBasePro **3** triggers TouchBasePro **6** actions echowin **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want TouchBasePro and echowin to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 TouchBasePro can start in echowin - When **New Subscriber** in TouchBasePro then **Add contact** in echowin - When **Updated Subscriber** in TouchBasePro then **Update contact** in echowin 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 TouchBasePro and echowin ## Triggers and actions 3 triggers · 20 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. - Action **Add contact** Adds a new contact to echowin. - Action **Add knowledgebase reference** Adds a question-and-answer reference to an echowin knowledgebase. It is searchable right away. - Action **Add note** Create a note on a contact. - Action **Add tag** Create a new CRM tag. - Action **Delete contact** Delete a CRM contact. - Action **Find knowledgebase entries by query** Returns up to 50 knowledgebase entries that best match the specified natural-language query, ranked by similarity. - Action **Get agent instructions** Returns the current natural-language instructions (system prompt) for one echowin agent. - Action **Get contact** Retrieve a single CRM contact by id. - Action **List agents** Returns every AI agent belonging to the team, newest first, with the knowledgebase each agent is linked to. - Action **List contacts** Lists the team's contacts with tags, CRM stage and user assignments, optionally filtered by free-text search or tags. - Action **List notes** Lists all notes attached to an echowin contact, newest first. - Action **List tags** Lists the team's contact tags in alphabetical order with the number of contacts carrying each tag. - Action **Update agent instructions** Replaces an echowin agent's instructions (system prompt). The previous version is saved to the agent's instruction history. - Action **Update contact** Updates an existing contact by ID. Only the fields you fill in are changed. ## Each app on its own - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) - [ **echowin** echowin is an AI powered call management solution that can automatically pick up your phone calls.](https://apiant.ai/connections/echowin) Reviews ## What our customers say ## More from TouchBasePro - [ **TouchBasePro to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/touchbasepro-to-trello) - [ **TouchBasePro to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/touchbasepro-to-zoom) - [ **TouchBasePro to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/touchbasepro-to-twilio) - [ **TouchBasePro to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/touchbasepro-to-typeform) - [ **TouchBasePro to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/touchbasepro-to-webflow) - [ **TouchBasePro to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/touchbasepro-to-wix) ## More into echowin - [ **HubSpot to echowin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-echowin) - [ **Salesforce to echowin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-echowin) - [ **Slack to echowin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-echowin) - [ **Google Sheets to echowin** Google Sheets](https://apiant.ai/connect/google-sheets-to-echowin) - [ **Gmail to echowin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-echowin) - [ **Google Calendar to echowin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-echowin) Questions ## TouchBasePro and echowin, answered ### ### What can start an automation from TouchBasePro? Any of TouchBasePro's 3 triggers in the catalog, including New Subscriber, Updated Subscriber and Unsubscribed Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in echowin when something happens in TouchBasePro? Any of echowin's 14 actions, including Update agent instructions, Update contact, Add contact and Add knowledgebase reference. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from echowin to TouchBasePro? echowin has no triggers in the catalog today, so automations start in TouchBasePro. If you need the other direction, ask: your agent reads echowin's API documentation and adds it. ### ### Do I have to build a connector for TouchBasePro or echowin? 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. ### ### 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.