Integration
Connect Aura and Sally
When New Call fires in Aura, your agent runs Create Task in Sally, or New Recording in Sally to Add Lead Note in Aura. 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 Aura and Sally 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 Aura and Sally can do together
From Aura to Sally
When New Call in Aura
then Create Task in Sally
When New Lead in Aura
then Update Task in Sally
From Sally to Aura
When New Recording in Sally
then Add Lead Note in Aura
When New Summary for Appointment Created in Sally
then Create Lead in Aura
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 Aura and Sally
Triggers and actions 6 triggers · 51 actions
Trigger
New CallTriggers when a new call is booked in Aura.
Trigger
New LeadTriggers when a new lead is added in Aura.
Trigger
New PaymentTriggers when a new payment is recorded in Aura.
Action
Add Lead NoteAdds a note to an Aura lead.
Action
Archive LeadArchives an Aura lead.
Action
Cancel CallCancels a booked Aura call.
Action
Create LeadCreates a new lead in Aura.
Action
Get CallReturns one Aura call by its ID.
Action
Get Call AnalysisReturns the AI analysis of an Aura call.
Action
Get Call Form AnswersReturns the booking-form answers submitted for an Aura call.
Action
Get Dashboard AnalyticsReturns Aura's dashboard analytics.
Action
Get LeadReturns one Aura lead by its ID.
Action
Get OpportunityReturns one Aura opportunity by its ID.
Action
Get PaymentReturns one Aura payment by its ID.
Action
Get ProductReturns one Aura product by its ID.
Action
Get Revenue AnalyticsReturns Aura revenue grouped by currency.
Action
Get SchedulerReturns one Aura scheduler by its ID.
Action
Get Scheduler AvailabilityReturns the bookable time slots of an Aura scheduler.
Action
Get Scheduler FieldsReturns the booking-form fields of an Aura scheduler.
Action
Get Team MemberReturns one Aura team member by its ID.
Action
Get Team PerformanceReturns a performance summary for the Aura team.
Action
List CallsReturns a page of Aura calls, optionally filtered.
Action
List Lead NotesReturns the notes on an Aura lead.
Action
List LeadsReturns a page of Aura leads, optionally filtered by status or pipeline stage.
Action
List OpportunitiesReturns a page of Aura opportunities.
Action
List PaymentsReturns a page of payments recorded in Aura.
Action
List ProductsReturns the products in the Aura account.
Action
List SchedulersReturns the schedulers (booking links) in the Aura account.
Action
List Team MembersReturns the team members in the Aura account.
Action
Qualify LeadChecks whether a lead would qualify for a scheduler and returns the result.
Action
Reassign Call CloserMoves a booked Aura call to a different closer.
Action
Record PaymentRecords a payment in Aura.
Action
Reschedule CallMoves a booked Aura call to a new time.
Action
Send Test WebhookSends a test event to an Aura webhook subscription and returns how its endpoint responded.
Action
Set Call OutcomeRecords the outcome of an Aura call (for example won, lost or no-show).
Action
Update CallUpdates an existing Aura call.
Action
Update LeadUpdates an existing Aura lead's details.
Action
Update PaymentUpdates a payment recorded in Aura.
Action
Verify PaymentMarks an Aura payment as verified.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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
More from Aura
Aura to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Aura to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Aura to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Aura to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Aura to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Aura to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Aura and Sally, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sally when something happens in Aura?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Aura?
Yes. When something happens in Sally, your agent can act in Aura too. This page covers both directions: Sally's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura or Sally?
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 Aura and Sally 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.