Integration
Connect Amo Crm and Salesmate
When something happens in Amo Crm or Salesmate, your agent does the next thing in the other. Describe it 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 Amo Crm and Salesmate to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Amo Crm and Salesmate can do together
From Amo Crm to Salesmate
When New contact in Amo Crm
then Create Contact in Salesmate
When New lead in Amo Crm
then Add Note in Salesmate
From Salesmate to Amo Crm
When New De-Activated User in Salesmate
then Add company in Amo Crm
When New User in Salesmate
then Add contact in Amo Crm
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 Amo Crm and Salesmate
Triggers and actions 4 triggers · 26 actions
Trigger
New contactPolling trigger for new contacts.
Trigger
New leadPolling trigger for new leads.
Action
Add companyCreate a company.
Action
Add contactCreate a contact.
Action
Add leadCreate a lead.
Action
Add noteAdd a note to a lead/contact/company.
Action
Add taskCreate a task.
Action
Get companyGet a company by ID.
Action
Get contactGet a contact by ID.
Action
Get leadGet a lead by ID.
Action
Get noteReturns one note (type, params/text, entity_id) attached to a lead, contact or company, by entity type and note id.
Action
List contactsList contacts.
Action
List leadsList leads.
Action
List pipelinesList lead pipelines.
Action
List tasksList tasks.
Action
Update companyUpdate a company.
Action
Update contactUpdate a contact.
Action
Update leadUpdate a lead.
Trigger
New De-Activated UserTriggers when a user in Salesmate is de-activated.
Trigger
New UserTriggers when a new user is added to your Salesmate account.
Action
Add NoteAdds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create ContactCreates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random UserPicks 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 ActivityReturns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in CompanyReturns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in ContactsReturns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in DealReturns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search UserReturns 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 ContactUpdates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update NoteUpdates an existing note on a contact in Salesmate.
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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Questions
Amo Crm and Salesmate, answered
What can start an automation from Amo Crm?
Any of Amo Crm's 2 triggers in the catalog, including New contact and New lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmate when something happens in Amo Crm?
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 Amo Crm?
Yes. When something happens in Salesmate, your agent can act in Amo Crm too. This page covers both directions: Salesmate's triggers and Amo Crm's actions are listed here as well.
Do I have to build a connector for Amo Crm 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.
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.