Integration
Connect Act-On and Sally
When New Contact fires in Act-On, your agent runs Create Task in Sally, or New Recording in Sally to Add Contact to Marketing List in Act-On. 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 Act-On and Sally 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 Act-On and Sally can do together
From Act-On to Sally
When New Contact in Act-On
then Create Task in Sally
When New or Updated Contact in Act-On
then Update Task in Sally
From Sally to Act-On
When New Recording in Sally
then Add Contact to Marketing List in Act-On
When New Summary for Appointment Created in Sally
then Create Contact in All Contacts in Act-On
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 Act-On and Sally
Triggers and actions 5 triggers · 38 actions
Trigger
New ContactTriggers when a new contact is added to All Contacts.
Trigger
New or Updated ContactTriggers when a contact in All Contacts is added or changed.
Action
Add Contact to Marketing ListAdds a contact record to an Act-On marketing list.
Action
Create Contact in All ContactsCreates a new contact in Act-On All Contacts.
Action
Delete Contact by EmailDeletes the contacts with this email address from All Contacts.
Action
Delete Contact from Marketing ListDeletes a contact record from a marketing list.
Action
Find Contacts by EmailFinds the contacts in All Contacts with this email address.
Action
Get ContactReturns one contact from All Contacts by its ID.
Action
Get Contact from Marketing ListReturns one contact record from a marketing list.
Action
Get Message ReportReturns the delivery and engagement report of a sent message.
Action
Get SegmentReturns one segment of All Contacts.
Action
List CampaignsReturns the campaigns in the account.
Action
List ContactsReturns contacts from All Contacts, optionally only those created or updated after a time.
Action
List Email SendersReturns the email senders defined in the account.
Action
List FormsReturns the forms in the account, grouped by folder.
Action
List Marketing ListsReturns the marketing lists in the Act-On account.
Action
List MessagesReturns the email messages in the account.
Action
List ProgramsReturns the automated programs in the account, grouped by folder.
Action
List SegmentsReturns the segments of All Contacts.
Action
Remove Contact from Direct Select SegmentRemoves a contact from a direct select segment in All Contacts.
Action
Send MessageSends an existing template or draft message to one or more lists.
Action
Update Contact in Marketing List by Record IDUpdates a contact record in a marketing list by its record ID.
Action
Update or Create Contact in All Contacts by EmailUpdates the contact with this email in All Contacts, or creates it if none matches.
Action
Update or Create Contact in All Contacts by External IDUpdates the contact with this external ID in All Contacts, falling back to an email match, or creates it.
Action
Update or Create Contact in Marketing List by EmailUpdates the contact with this email in a marketing list, or adds it if it is not there.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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
Reviews
What our customers say
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More into Sally
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Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Act-On and Sally, answered
What can start an automation from Act-On?
Any of Act-On's 2 triggers in the catalog, including New Contact and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sally when something happens in Act-On?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Act-On?
Yes. When something happens in Sally, your agent can act in Act-On too. This page covers both directions: Sally's triggers and Act-On's actions are listed here as well.
Do I have to build a connector for Act-On or Sally?
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 Act-On and Sally 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.