Integration
Connect Affinity and Salesmsg
When New List fires in Affinity, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg to Add field value in Affinity. 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 Affinity and Salesmsg to do together?
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Connect your AI client
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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)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 Affinity and Salesmsg can do together
From Affinity to Salesmsg
When New List in Affinity
then Add Tag to Contact in Salesmsg
From Salesmsg to Affinity
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 Affinity and Salesmsg
Triggers and actions 12 triggers · 38 actions
- Field Value Changes
Triggers when a field value is added, updated or removed in Affinity.
- New List
Triggers when a new list is created in Affinity.
- New List Entry
Triggers when a new entry is added to an Affinity list.
- New Opportunity
Triggers when a new opportunity is added in Affinity.
- New Organization
Triggers when a new organization is added in Affinity.
- New Person
Triggers when a new person is added in Affinity.
- Add field value
Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field.
- Add reminder
Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user.
- Delete opportunity
Deletes an opportunity in Affinity.
- Delete person
Deletes a person from Affinity. Internal people in your organization cannot be deleted.
- Find a List Entry
Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity.
- Find an Organization
Finds Affinity organizations by name or domain and returns the best match.
- Find a Person
Finds Affinity persons by name or email address and returns the best match.
- Find opportunities
Finds opportunities whose name contains the text you give, returning the first match and all matches.
- Get an Opportunity
Returns one Affinity opportunity by ID, with its name and the list it belongs to.
- Get an Organization
Returns one Affinity organization (company) by ID, with its name and domains.
- Get a Person
Returns one Affinity person by ID, with their name and email addresses.
- List lists
Returns the lists in your Affinity workspace that you can view, optionally filtered by name.
- Update field value
Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value.
- Update opportunity
Renames an existing opportunity in Affinity.
- Contact Updated
Triggers when a contact in Salesmsg is created or updated.
- Missed Incoming Phone Call
Triggers when an incoming phone call to your Salesmsg number is missed.
- New Contact
Triggers when a new contact is created in Salesmsg.
- New Contact Opted-Out
Triggers when a contact in Salesmsg is opted out of text messaging.
- New or Updated Conversation
Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
- New Phone Call Received
Triggers when a new incoming phone call is logged in Salesmsg call history.
- Add broadcast
Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.
- Add tag
Creates a new tag in your Salesmsg account that can then be applied to contacts.
- Add Tag to Contact
Adds an existing tag to a Salesmsg contact.
- Assign conversation
Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.
- Close conversation
Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.
- Create Note
Creates a note on a Salesmsg contact.
- Create or Update Contact
Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
- Delete contact
Deletes a contact from your Salesmsg account.
- Delete note
Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.
- Find Contact
Finds contacts whose name, email or phone number matches a search term.
- Find Salesmsg Member
Searches the members of your Salesmsg organization by name or email and returns the matches.
- Get contact
Returns a Salesmsg contact by its id, including its tags, notes and custom field values.
- Get conversation
Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
- List conversations
Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
- List tags
Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
- List teams
Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
- Opt-in a contact
Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.
- 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.
- Phone Number Lookup (PhoneCheckr)
Looks up a phone number and returns its formatted form, country, carrier and line type.
- Remove Tag From Contact
Removes a tag from a Salesmsg contact.
- Send a Group Text Message (SMS / MMS)
Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.
- Send a Text Message (SMS / MMS)
Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.
- Update contact custom field
Updates the value of one custom field on a Salesmsg contact and returns the updated contact.
- Update note
Updates the text of an existing note on a Salesmsg contact.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Affinity and Salesmsg, answered
What can start an automation from Affinity?
Any of Affinity's 6 triggers in the catalog, including New List, New List Entry, New Opportunity and New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmsg when something happens in Affinity?
Any of Salesmsg's 24 actions, including Create Note, Create or Update Contact, Send a Group Text Message (SMS / MMS) and Send a Text Message (SMS / MMS). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to Affinity?
Yes. When something happens in Salesmsg, your agent can act in Affinity too. This page covers both directions: Salesmsg's triggers and Affinity's actions are listed here as well.
Do I have to build a connector for Affinity 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 Affinity 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.