--- title: "Connect ClickMagick and Salesflare - APIANT.ai" description: "When \"New Project Action\" fires in ClickMagick, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/clickmagick-to-salesflare" --- # Connect ClickMagick and Salesflare When **New Project Action** fires in [ClickMagick](https://apiant.ai/connections/clickmagick), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **List projects** in ClickMagick. Describe the whole flow and it is built, tested on every scenario and kept running. ClickMagick **2** triggers ClickMagick **9** actions Salesflare **2** triggers Salesflare **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickMagick and Salesflare 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 ClickMagick and Salesflare can do together ### From ClickMagick to Salesflare - When **New Project Action** in ClickMagick then **Add Contact to Account** in Salesflare - When **New Project Sale** in ClickMagick then **Create Task** in Salesflare ### From Salesflare to ClickMagick - When **New Account** in Salesflare then **List projects** in ClickMagick - When **New Task** in Salesflare then **Delete project** in ClickMagick 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 ClickMagick and Salesflare ## Triggers and actions 4 triggers · 31 actions - Trigger **New Project Action** Triggers when a new action is recorded in a ClickMagick project, or in any project if none is chosen. - Trigger **New Project Sale** Triggered when a new sale is recorded in a ClickMagick project, or across all projects. - Action **Delete project** Permanently deletes a Project and all of its clicks, actions, engagements and sales. - Action **Delete smart link** Permanently deletes a Smart Link and all of its associated clicks. - Action **Get visitor profile** Returns a visitor's identity and lifetime summary, plus a time-sorted log of their clicks and conversions, looked up by Visitor ID or email address. - Action **List actions** Returns the actions recorded for one ClickMagick project or across all projects, optionally filtered by time range and UTM values and credited using a chosen attribution model. - Action **List engagements** Returns the engagements recorded across all ClickMagick projects under the chosen attribution model, optionally narrowed by time range and UTM values. - Action **List projects** Returns the ClickMagick Projects in the account with their IDs and names, optionally only those whose name contains a search term. - Action **List rotators** Returns the Rotators in your ClickMagick account with their IDs, names, slugs and modes, optionally narrowed by group or name. - Action **List sales** Returns the sales recorded for one project or across all projects, with each sale's amount, visitor and UTM details, optionally filtered by time range and UTM values. - Action **List smart links** Returns your ClickMagick Smart Links with their IDs, names, slugs and groups, optionally narrowed by group or name. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed. - Action **Update internal note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. ## Each app on its own - [ **ClickMagick** Bulletproof tracking and conversion attribution, plus Audience Optimization which allows your ad networks to...](https://apiant.ai/connections/clickmagick) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) Reviews ## What our customers say ## More from ClickMagick - [ **ClickMagick to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickmagick-to-hubspot) - [ **ClickMagick to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clickmagick-to-salesforce) - [ **ClickMagick to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickmagick-to-slack) - [ **ClickMagick to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clickmagick-to-google-sheets) - [ **ClickMagick to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clickmagick-to-gmail) - [ **ClickMagick to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickmagick-to-google-calendar) ## More into Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## ClickMagick and Salesflare, answered ### ### What can start an automation from ClickMagick? Any of ClickMagick's 2 triggers in the catalog, including New Project Action and New Project Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in ClickMagick? Any of Salesflare's 22 actions, including Create Call, Create Opportunity, Create Task and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to ClickMagick? Yes. When something happens in Salesflare, your agent can act in ClickMagick too. This page covers both directions: Salesflare's triggers and ClickMagick's actions are listed here as well. ### ### Do I have to build a connector for ClickMagick or Salesflare? 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 ClickMagick and Salesflare 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.