--- title: "Connect Affinda and Salesmsg - APIANT.ai" description: "When \"Document parsed (instant)\" fires in Affinda, your agent runs \"Add Tag to Contact\" in Salesmsg." canonical: "https://apiant.ai/connect/affinda-to-salesmsg" --- # Connect Affinda and Salesmsg When **Document parsed (instant)** fires in [Affinda](https://apiant.ai/connections/affinda), your agent runs **Add Tag to Contact** in [Salesmsg](https://apiant.ai/connections/salesmsg), or **Contact Updated** in Salesmsg to **Add document** in Affinda. Describe the whole flow and it is built, tested on every scenario and kept running. Affinda **1** trigger Affinda **6** actions Salesmsg **5** triggers Salesmsg **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinda and Salesmsg 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 Affinda and Salesmsg can do together ### From Affinda to Salesmsg - When **Document parsed (instant)** in Affinda then **Add Tag to Contact** in Salesmsg - When **Document parsed (instant)** in Affinda then **Create or Update Contact** in Salesmsg ### From Salesmsg to Affinda - When **Contact Updated** in Salesmsg then **Add document** in Affinda - When **New Contact** in Salesmsg then **Get document** in Affinda 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 Affinda and Salesmsg ## Triggers and actions 6 triggers · 15 actions - Trigger **Document parsed (instant)** Fires via a resthook subscription when Affinda finishes parsing a document. - Action **Add document** Upload a document (resume, invoice, job description, etc.) to Affinda for parsing. - Action **Delete document** Delete a document from Affinda. - Action **Find job descriptions by search expression** Search through parsed job descriptions matching given criteria. - Action **Get document** Retrieve a specific document and its parsed data by identifier. - Action **List documents** List all documents uploaded to Affinda. - Action **Search resumes** Search through parsed resumes matching given criteria. - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. ## Each app on its own - [ **Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connections/affinda) - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) Reviews ## What our customers say ## More from Affinda - [ **Affinda to Cakemail** Cakemail provides all the tools you need to deliver the emails people want.](https://apiant.ai/connect/affinda-to-cakemail) - [ **Affinda to Healthcare.gov** Healthcare.gov publishes the educational content behind the US Health Insurance Marketplace as...](https://apiant.ai/connect/affinda-to-healthcare-gov) - [ **Affinda to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinda-to-hubspot) - [ **Affinda to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinda-to-salesforce) - [ **Affinda to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinda-to-slack) - [ **Affinda to Google Sheets** Google Sheets](https://apiant.ai/connect/affinda-to-google-sheets) ## More into Salesmsg - [ **HubSpot to Salesmsg** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmsg) - [ **Salesforce to Salesmsg** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmsg) - [ **Google Sheets to Salesmsg** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmsg) - [ **Gmail to Salesmsg** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmsg) - [ **Google Calendar to Salesmsg** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmsg) - [ **Google Drive to Salesmsg** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesmsg) Questions ## Affinda and Salesmsg, answered ### ### What can start an automation from Affinda? Any of Affinda's 1 trigger in the catalog, including Document parsed (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmsg when something happens in Affinda? Any of Salesmsg's 9 actions, including Create Note, Create or Update Contact, Send a Text Message (SMS / MMS) and Add Tag to Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmsg to Affinda? Yes. When something happens in Salesmsg, your agent can act in Affinda too. This page covers both directions: Salesmsg's triggers and Affinda's actions are listed here as well. ### ### Do I have to build a connector for Affinda or Salesmsg? 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 Affinda and Salesmsg 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.