--- title: "Connect Businessmap and Salesforce - APIANT.ai" description: "When \"New Board\" fires in Businessmap, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/businessmap-to-salesforce" --- # Connect Businessmap and Salesforce When **New Board** fires in [Businessmap](https://apiant.ai/connections/businessmap), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Add Card** in Businessmap. Describe the whole flow and it is built, tested on every scenario and kept running. Businessmap **1** trigger Businessmap **14** 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 Businessmap 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 Businessmap and Salesforce can do together ### From Businessmap to Salesforce - When **New Board** in Businessmap then **Create object record** in Salesforce - When **New Board** in Businessmap then **Find most recent created or updated record** in Salesforce ### From Salesforce to Businessmap - When **New object record** in Salesforce then **Add Card** in Businessmap - When **New or updated object record** in Salesforce then **Add Comment** in Businessmap 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 Businessmap and Salesforce ## Triggers and actions 3 triggers · 23 actions - Trigger **New Board** Triggered when a new board is created in Businessmap. - Action **Add Card** Creates a new card in the chosen column and lane of a Businessmap board and returns the new card's ID. - Action **Add Comment** Adds a plain-text comment to a Businessmap card, optionally with file attachments, and returns the new comment. - Action **Add Subtask** Adds a new subtask to a Businessmap card and returns the created subtask, with optional assignee, deadline, position and attachments. - Action **Create/Remove Link** Creates or removes a link between two cards, as a parent, child, predecessor, successor or relative. Returns whether the change succeeded and the linked card's position. - Action **Discard Card or Restore Discarded Card** Discards a card, or restores a previously discarded card to the board, and returns the updated card's details. - Action **Find Card** Returns the cards whose title matches the search text, optionally narrowed by further filters. - Action **Get Card Attachments** Returns all attachments on a card, including each attachment's file name, link and position. - Action **Get Columns** Returns the columns on a Businessmap board, including each column's workflow, section, position, name and work-in-progress limit. - Action **Get Lanes** Returns the lanes on a Businessmap board, including each lane's name, workflow, position, description and color. - Action **Get Users** Returns the users in the Businessmap account with their details, optionally filtered by ID, email, username or status. - Action **Log Time for Card** Logs time worked against a card or one of its subtasks, and returns the new logged time entry. - Action **Unblock Card** Unblocks a card, removing its block reason and comment so work on it can continue. - Action **Update/Move Card** Updates an existing card's details and can move it to a different column, lane or position. Returns the updated card. - Action **Upload Attachment** Adds an attachment to a card from a file name and a link to the file, and returns the new attachment. - 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 - [ **Businessmap** Businessmap is the most flexible software platform for outcomes-driven enterprise agility while enabling...](https://apiant.ai/connections/businessmap) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Businessmap - [ **Businessmap to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/businessmap-to-hubspot) - [ **Businessmap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/businessmap-to-slack) - [ **Businessmap to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/businessmap-to-google-sheets) - [ **Businessmap to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/businessmap-to-gmail) - [ **Businessmap to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/businessmap-to-google-calendar) - [ **Businessmap to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/businessmap-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 ## Businessmap and Salesforce, answered ### ### What can start an automation from Businessmap? Any of Businessmap's 1 trigger in the catalog, including New Board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Businessmap? 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 Businessmap? Yes. When something happens in Salesforce, your agent can act in Businessmap too. This page covers both directions: Salesforce's triggers and Businessmap's actions are listed here as well. ### ### Do I have to build a connector for Businessmap 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 Businessmap 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.