--- title: "Connect actiTIME and Salesmate - APIANT.ai" description: "When \"New Customer\" fires in actiTIME, your agent runs \"Create Contact\" in Salesmate, or \"New De-Activated User\" in Salesmate to \"Create User\" in actiTIME." canonical: "https://apiant.ai/connect/actitime-to-salesmate" --- # Connect actiTIME and Salesmate When **New Customer** fires in [actiTIME](https://apiant.ai/connections/actitime), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Create User** in actiTIME. Describe the whole flow and it is built, tested on every scenario and kept running. actiTIME **7** triggers actiTIME **14** actions Salesmate **2** triggers Salesmate **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want actiTIME and Salesmate 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 actiTIME and Salesmate can do together ### From actiTIME to Salesmate - When **New Customer** in actiTIME then **Create Contact** in Salesmate - When **New Project** in actiTIME then **Update Contact** in Salesmate ### From Salesmate to actiTIME - When **New De-Activated User** in Salesmate then **Create User** in actiTIME - When **New User** in Salesmate then **Create Customer** in actiTIME 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 actiTIME and Salesmate ## Triggers and actions 9 triggers · 24 actions - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New User** Triggers when a new user is created. - Trigger **Updated Leave Time** Triggers when the user's leave time is changed. - Trigger **Updated Task** Triggers when an existing task is changed. - Trigger **Updated Time-Track** Triggers when the user's working time is changed. - Action **Create Customer** Creates a new customer. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a new task. - Action **Create User** creates a user account (firstName, lastName, email, username, password required; optional middleName, active, hired, releaseDate, departmentId, timeZoneGroupId). - Action **Find Customer** Finds the customer by name. - Action **Find Project** Finds project by name - Action **Find Task** Finds the task by name. - Action **Get Time-Track** Returns one time-track record (taskId, time, comment) - Action **List Leave Time** Lists leave-time records (userId, date, leaveTypeId, leaveTime) - Action **Modify Leave Time** Modifies the leave time record by replacing the existing value with a specified one. - Action **Modify Leave Time (Increase Time)** Modifies the leave time record by increasing the existing value by a specified value. - Action **Modify Time-Track** Modifies the time-track record by replacing the existing value with a specified one (along with the time-track record comment). - Action **Modify Time-Track (Increase Time)** Modifies the time-track record by increasing the existing value by a specified value. - Action **Update Task** updates a task's name, description, status/workflowStatusId, projectId, typeOfWorkId, deadline or estimatedTime. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **actiTIME** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connections/actitime) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) Reviews ## What our customers say ## More from actiTIME - [ **actiTIME to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/actitime-to-hubspot) - [ **actiTIME to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/actitime-to-salesforce) - [ **actiTIME to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/actitime-to-slack) - [ **actiTIME to Google Sheets** Google Sheets](https://apiant.ai/connect/actitime-to-google-sheets) - [ **actiTIME to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/actitime-to-gmail) - [ **actiTIME to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/actitime-to-google-calendar) ## More into Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## actiTIME and Salesmate, answered ### ### What can start an automation from actiTIME? Any of actiTIME's 7 triggers in the catalog, including New Customer, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in actiTIME? Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmate to actiTIME? Yes. When something happens in Salesmate, your agent can act in actiTIME too. This page covers both directions: Salesmate's triggers and actiTIME's actions are listed here as well. ### ### Do I have to build a connector for actiTIME or Salesmate? 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 actiTIME and Salesmate 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.