--- title: "Connect Vitally to Postal Methods - APIANT.ai" description: "When \"Customer Created\" fires in Vitally, your agent runs \"Send a Letter With Address\" in Postal Methods." canonical: "https://apiant.ai/connect/vitally-to-postal-methods" --- # Connect Vitally to Postal Methods When **Customer Created** fires in [Vitally](https://apiant.ai/connections/vitally), your agent runs **Send a Letter With Address** in [Postal Methods](https://apiant.ai/connections/postal-methods). Describe the whole flow and it is built, tested on every scenario and kept running. Vitally **8** triggers Vitally **19** actions Postal Methods **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Vitally and Postal Methods 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 Vitally can start in Postal Methods - When **Customer Created** in Vitally then **Send a Letter With Address** in Postal Methods - When **Custom Object Instance Created** in Vitally then **Get a Letter** in Postal Methods 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 Vitally and Postal Methods ## Triggers and actions 8 triggers · 21 actions - Trigger **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. - Action **Get a Letter** Returns the details of a letter you sent through Postal Methods, including its processing status, price and page count. - Action **Send a Letter With Address** Prints and mails a letter through Postal Methods, placing the recipient address you supply onto the document. Returns the new letter's id, processing status and the validated addresses. ## Each app on its own - [ **Vitally** Vitally is a customer success platform for high-growth B2B SaaS teams.](https://apiant.ai/connections/vitally) - [ **Postal Methods** Postal Methods offers the opportunity for simple, affordable mail services.](https://apiant.ai/connections/postal-methods) Reviews ## What our customers say ## More from Vitally - [ **Vitally to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vitally-to-zoom) - [ **Vitally to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vitally-to-webflow) - [ **Vitally 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/vitally-to-wix) - [ **Vitally to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vitally-to-linkedin) - [ **Vitally to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vitally-to-facebook) - [ **Vitally to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vitally-to-anthropic) ## More into Postal Methods - [ **HubSpot to Postal Methods** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-postal-methods) - [ **Salesforce to Postal Methods** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-postal-methods) - [ **Slack to Postal Methods** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-postal-methods) - [ **Google Sheets to Postal Methods** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-postal-methods) - [ **Gmail to Postal Methods** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-postal-methods) - [ **Google Calendar to Postal Methods** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-postal-methods) Questions ## Vitally and Postal Methods, answered ### ### What can start an automation from Vitally? Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Postal Methods when something happens in Vitally? Any of Postal Methods's 2 actions, including Send a Letter With Address and Get a Letter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Postal Methods to Vitally? Postal Methods has no triggers in the catalog today, so automations start in Vitally. If you need the other direction, ask: your agent reads Postal Methods's API documentation and adds it. ### ### Do I have to build a connector for Vitally or Postal Methods? 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 Vitally and Postal Methods 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.