Integration
Connect Ambivo and Salesloft
When Contact Status Updated fires in Ambivo, your agent runs Add task in Salesloft, or Call Created or Updated in Salesloft to Add invoice in Ambivo. 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 Ambivo and Salesloft 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 Ambivo and Salesloft can do together
From Ambivo to Salesloft
When Contact Status Updated in Ambivo
then Add task in Salesloft
From Salesloft to Ambivo
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 Ambivo and Salesloft
Triggers and actions 13 triggers · 31 actions
- Contact Status Updated
Triggers when the status of a contact is updated.
- Lead Status Updated
Triggers when the status of a lead is updated.
- New Contact
Triggers when a new contact record is created.
- New Lead
Triggers when a new lead is created.
- Add account
/crm/accounts on fapi.ambivo.com. Creates a company account.
- Add appointment
/reports/appointments on fapi.ambivo.com.
- Add invoice
/crm/invoices on fapi.ambivo.com.
- Add order
/crm/orders on fapi.ambivo.com.
- Add task
/crm/tasks on fapi.ambivo.com.
- Create Contact
Creates a New Contact or returns an updated contact.
- Create Lead
Creates a New Lead or returns an updated lead.
- Delete task
/crm/tasks/{task_id} on fapi.ambivo.com.
- List accounts
/crm/accounts on fapi.ambivo.com.
- List appointments
Lists appointments in the Ambivo account.
- List contacts
/crm/contacts on fapi.ambivo.com.
- List invoices
Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.
- List leads
/crm/leads on fapi.ambivo.com.
- List orders
Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.
- Update account
/crm/accounts/{account_id} on fapi.ambivo.com.
- Update contact
/crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.
- Update invoice
/crm/invoices/{invoice_id} on fapi.ambivo.com.
- Update lead
/crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.
- Update order
/crm/orders/{order_id} on fapi.ambivo.com.
- Update task
/crm/tasks/{task_id} on fapi.ambivo.com.
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
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
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Questions
Ambivo and Salesloft, answered
What can start an automation from Ambivo?
Any of Ambivo's 4 triggers in the catalog, including Contact Status Updated, Lead Status Updated, New Contact and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesloft when something happens in Ambivo?
Any of Salesloft's 11 actions, including Create Person, Add note, Add person to cadence and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesloft to Ambivo?
Yes. When something happens in Salesloft, your agent can act in Ambivo too. This page covers both directions: Salesloft's triggers and Ambivo's actions are listed here as well.
Do I have to build a connector for Ambivo or Salesloft?
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 Ambivo and Salesloft 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.