--- title: "Connect Axonaut and Salesforce - APIANT.ai" description: "When \"New Axonaut User\" fires in Axonaut, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/axonaut-to-salesforce" --- # Connect Axonaut and Salesforce When **New Axonaut User** fires in [Axonaut](https://apiant.ai/connections/axonaut), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create Invoice** in Axonaut. Describe the whole flow and it is built, tested on every scenario and kept running. Axonaut **13** triggers Axonaut **17** actions Salesforce **2** triggers Salesforce **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 Axonaut and Salesforce 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 Axonaut and Salesforce can do together ### From Axonaut to Salesforce - When **New Axonaut User** in Axonaut then **Create object record** in Salesforce - When **New Closed Ticket** in Axonaut then **Find most recent created or updated record** in Salesforce ### From Salesforce to Axonaut - When **New object record** in Salesforce then **Create Invoice** in Axonaut - When **New or updated object record** in Salesforce then **Create Event** in Axonaut 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 Axonaut and Salesforce ## Triggers and actions 15 triggers · 26 actions - Trigger **New Axonaut User** Triggers when a new user is added to the Axonaut account. - Trigger **New Closed Ticket** Triggers when a support ticket is closed in Axonaut, optionally only for one company. - Trigger **New Company** Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name. - Trigger **New Contract** Triggers when a new order (contract) is created in Axonaut. - Trigger **New Employee** Triggered when a new employee (a contact at a company) is created in Axonaut. - Trigger **New Expense** Triggered when a new expense is created in Axonaut. - Trigger **New Invoice** Triggers when a new invoice is created in Axonaut. - Trigger **New Opportunity** Triggered when a new opportunity is created in Axonaut. - Trigger **New Product** Triggered when a new product is created in Axonaut. - Trigger **New Project** Triggers when a new project is created in Axonaut. - Trigger **New Quotation** Triggered when a new quotation is created. - Trigger **New Task** Triggers when a new task is created in Axonaut. - Trigger **New Ticket** Triggered when a new ticket is created. - Action **Create Employee** Creates an employee (contact person) on a company in Axonaut. - Action **Create Event** Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity. - Action **Create Expense** Creates an expense in Axonaut, optionally linked to a supplier, project or workforce. - Action **Create Invoice** Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options. - Action **Create Opportunity** Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts. - Action **Create Product** Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details. - Action **Create Quotation** Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms. - Action **Create Supplier** Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields. - Action **Create Ticket** Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member. - Action **Find Company** Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code. - Action **Find Contract** Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders. - Action **Find Expense** Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status. - Action **Find Product** Finds products in Axonaut by name, product code or internal reference. - Action **Find Quotation** Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date. - Action **Find Supplier** Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers. - Action **Search Company** Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values. - Action **Search Employee** Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **Axonaut** Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing...](https://apiant.ai/connections/axonaut) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Axonaut - [ **Axonaut to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/axonaut-to-hubspot) - [ **Axonaut to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/axonaut-to-slack) - [ **Axonaut to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/axonaut-to-google-sheets) - [ **Axonaut to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/axonaut-to-gmail) - [ **Axonaut to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/axonaut-to-google-calendar) - [ **Axonaut to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/axonaut-to-google-drive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## Axonaut and Salesforce, answered ### ### What can start an automation from Axonaut? Any of Axonaut's 13 triggers in the catalog, including New Axonaut User, New Closed Ticket, New Company and New Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Axonaut? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Axonaut? Yes. When something happens in Salesforce, your agent can act in Axonaut too. This page covers both directions: Salesforce's triggers and Axonaut's actions are listed here as well. ### ### Do I have to build a connector for Axonaut or Salesforce? 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 Axonaut and Salesforce 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.