Integration
Connect CommCare and Salesmate
When New Case fires in CommCare, your agent runs Create Contact in Salesmate, or New De-Activated User in Salesmate to Create Case in CommCare. 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 CommCare and Salesmate 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)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 CommCare and Salesmate can do together
From CommCare to Salesmate
When New Case in CommCare
then Create Contact in Salesmate
From Salesmate to CommCare
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 CommCare and Salesmate
Triggers and actions 5 triggers · 23 actions
- New Case
Triggers when a new case is opened in your CommCare project, optionally only for one case type.
- New Form Submission
Triggers when a form is submitted in your CommCare project, optionally only for one form or app.
- New or Updated Case
Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.
- Create Case
Creates a new case in your CommCare project with the given type, name, owner and custom properties.
- Create Mobile Worker
Creates a new mobile worker in your CommCare project.
- Delete Mobile Worker
Deletes a mobile worker from your CommCare project.
- Find Case by External ID
Finds the CommCare case carrying the given external ID and returns it.
- Get Case
Returns one CommCare case, including its properties and parent links, by its case ID.
- Get Form
Returns one submitted CommCare form, with its answers and metadata, by its form ID.
- Get Mobile Worker
Returns one CommCare mobile worker by ID.
- List Cases
Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.
- List Forms
Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.
- List Groups
Returns the user groups in your CommCare project with their member user IDs.
- List Mobile Workers
Returns the mobile workers in your CommCare project, optionally filtered by username or group.
- Update Case
Updates an existing CommCare case's name, owner or custom properties, or closes it.
- Update Mobile Worker
Updates a CommCare mobile worker's name, email, language, location or password.
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates 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
CommCare and Salesmate, answered
What can start an automation from CommCare?
Any of CommCare's 3 triggers in the catalog, including New Case, New Form Submission and New or Updated Case. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmate when something happens in CommCare?
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 CommCare?
Yes. When something happens in Salesmate, your agent can act in CommCare too. This page covers both directions: Salesmate's triggers and CommCare's actions are listed here as well.
Do I have to build a connector for CommCare 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.
Can my AI client use CommCare and Salesmate 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.