--- title: "Connect Wheelbase to EmailOctopus - APIANT.ai" description: "When \"New Customer\" fires in Wheelbase, your agent runs \"Add Tag to Contact\" in EmailOctopus." canonical: "https://apiant.ai/connect/wheelbase-to-emailoctopus" --- # Connect Wheelbase to EmailOctopus When **New Customer** fires in [Wheelbase](https://apiant.ai/connections/wheelbase), your agent runs **Add Tag to Contact** in [EmailOctopus](https://apiant.ai/connections/emailoctopus). Describe the whole flow and it is built, tested on every scenario and kept running. Wheelbase **4** triggers Wheelbase **16** actions EmailOctopus **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wheelbase and EmailOctopus 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 Wheelbase can start in EmailOctopus - When **New Customer** in Wheelbase then **Add Tag to Contact** in EmailOctopus - When **New Message** in Wheelbase then **Add/Update Contact** in EmailOctopus 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 Wheelbase and EmailOctopus ## Triggers and actions 4 triggers · 34 actions - Trigger **New Customer** Triggered when a new customer is created or a marketplace guest books with the dealer. - Trigger **New Message** Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message. - Trigger **New or Updated Reservation** Triggers when a reservation is created or updated in Wheelbase. - Trigger **New Rental** Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account. - Action **Approve booking** Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed. - Action **Cancel booking** Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy. - Action **Create Customer** Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate. - Action **Create Reservation** Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details. - Action **Decline booking** Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead. - Action **Find a Customer** Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer. - Action **Find a Rental** Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting. - Action **Get booking** Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found. - Action **Get customer** Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found. - Action **Get listing** Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images. - Action **List booking payments** Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account. - Action **List bookings** Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date. - Action **List locations** Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours. - Action **Update customer** Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited. - Action **Update listing** Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing. - Action **Update Reservation** Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing. - Action **Add field** Creates a new custom field on an EmailOctopus list, such as a text, number, date or choice field that contacts can hold a value for. - Action **Add list** Creates a new mailing list in EmailOctopus and returns the list's details. - Action **Add tag** Creates a new tag on an EmailOctopus list so it can be applied to contacts. - Action **Add Tag to Contact** Adds a tag to an existing contact in an EmailOctopus list, leaving the contact's other tags unchanged. - Action **Add/Update Contact** Creates a contact on an EmailOctopus list, or updates it if a contact with that email address already exists on the list. - Action **Delete contact** Permanently deletes a contact from an EmailOctopus list. - Action **Delete list** Deletes an EmailOctopus list, along with its contacts, fields and tags. - Action **Find Contact** Finds a contact on an EmailOctopus list by email address and returns its details, field values, tags and subscription status. - Action **Get campaign** Returns the details of an EmailOctopus campaign, including its status, subject, sender, recipient lists and HTML content. - Action **Get campaign summary report** Returns the summary report for an EmailOctopus campaign: how many contacts it was sent to, plus its bounce, open, click, complaint and unsubscribe counts. - Action **Get list** Returns the details of an EmailOctopus list, including its custom fields, tags and subscriber counts. - Action **List campaigns** Returns every campaign in your EmailOctopus account, including its status, subject, sender and the lists it was sent to. - Action **List lists** Returns all mailing lists in the EmailOctopus account, with each list's fields, tags, contact counts and dates. - Action **Remove Tag From Contact** Removes a tag from a contact on an EmailOctopus list, leaving the contact's other tags unchanged. Returns the updated contact. - Action **Start automation for contact** Starts an EmailOctopus automation for a contact. The automation must be one that is started through the API. - Action **Unsubscribe Contact** Unsubscribes a contact from an EmailOctopus list so they stop receiving campaigns, and returns the updated contact. - Action **Update Contact's Email Address** Changes the email address of an existing contact on an EmailOctopus list and returns the updated contact. - Action **Update list** Renames an existing EmailOctopus list and returns the updated list. ## Each app on its own - [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase) - [ **EmailOctopus** EmailOctopus is a simple to use email marketing platform that helps you grow your audience, send beautiful...](https://apiant.ai/connections/emailoctopus) Reviews ## What our customers say ## More from Wheelbase - [ **Wheelbase to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wheelbase-to-zoom) - [ **Wheelbase 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/wheelbase-to-wix) - [ **Wheelbase to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wheelbase-to-linkedin) - [ **Wheelbase to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wheelbase-to-facebook) - [ **Wheelbase to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wheelbase-to-anthropic) - [ **Wheelbase to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wheelbase-to-supabase) ## More into EmailOctopus - [ **HubSpot to EmailOctopus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-emailoctopus) - [ **Salesforce to EmailOctopus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-emailoctopus) - [ **Slack to EmailOctopus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-emailoctopus) - [ **Google Sheets to EmailOctopus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-emailoctopus) - [ **Gmail to EmailOctopus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-emailoctopus) - [ **Google Calendar to EmailOctopus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-emailoctopus) Questions ## Wheelbase and EmailOctopus, answered ### ### What can start an automation from Wheelbase? Any of Wheelbase's 4 triggers in the catalog, including New Customer, New Message, New or Updated Reservation and New Rental. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EmailOctopus when something happens in Wheelbase? Any of EmailOctopus's 18 actions, including Update Contact's Email Address, Update list, Add field and Add list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EmailOctopus to Wheelbase? EmailOctopus has no triggers in the catalog today, so automations start in Wheelbase. If you need the other direction, ask: your agent reads EmailOctopus's API documentation and adds it. ### ### Do I have to build a connector for Wheelbase or EmailOctopus? 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 Wheelbase and EmailOctopus 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.