--- title: "Connect CompanyHub and Salesmate - APIANT.ai" description: "When \"New Company\" fires in CompanyHub, your agent runs \"Search for Total Rows in Company\" in Salesmate." canonical: "https://apiant.ai/connect/companyhub-to-salesmate" --- # Connect CompanyHub and Salesmate When **New Company** fires in [CompanyHub](https://apiant.ai/connections/companyhub), your agent runs **Search for Total Rows in Company** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Create a Record (Custom Table)** in CompanyHub. Describe the whole flow and it is built, tested on every scenario and kept running. CompanyHub **6** triggers CompanyHub **7** actions Salesmate **2** triggers Salesmate **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CompanyHub and Salesmate 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 CompanyHub and Salesmate can do together ### From CompanyHub to Salesmate - When **New Company** in CompanyHub then **Search for Total Rows in Company** in Salesmate - When **New Contact** in CompanyHub then **Create Contact** in Salesmate ### From Salesmate to CompanyHub - When **New De-Activated User** in Salesmate then **Create a Record (Custom Table)** in CompanyHub - When **New User** in Salesmate then **Create Contact** in CompanyHub 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 CompanyHub and Salesmate ## Triggers and actions 8 triggers · 17 actions - Trigger **New Company** Triggers when a new company is added in CompanyHub. - Trigger **New Contact** Triggers when a new contact is created in CompanyHub. - Trigger **New Deal** Triggers when a new deal is created in CompanyHub. - Trigger **New Record (Custom Table)** Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables. - Trigger **New Task** Triggers when a new task is created in CompanyHub. - Trigger **Record Updated** Triggers when a record in the chosen CompanyHub table is created or changed. - Action **Create a Record (Custom Table)** Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID. - Action **Create Company** Creates a new company record in CompanyHub and returns its ID. - Action **Create Contact** Creates a contact in CompanyHub and returns the new contact's ID. - Action **Create Deal** Creates a deal in CompanyHub and returns the new deal's ID. - Action **Create Task** Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set. - Action **Find Record** Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply. - Action **Update Record** Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **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. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **CompanyHub** CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated...](https://apiant.ai/connections/companyhub) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) Reviews ## What our customers say ## More from CompanyHub - [ **CompanyHub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/companyhub-to-hubspot) - [ **CompanyHub to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/companyhub-to-salesforce) - [ **CompanyHub to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/companyhub-to-slack) - [ **CompanyHub to Google Sheets** Google Sheets](https://apiant.ai/connect/companyhub-to-google-sheets) - [ **CompanyHub to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/companyhub-to-gmail) - [ **CompanyHub to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/companyhub-to-google-calendar) ## More into Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## CompanyHub and Salesmate, answered ### ### What can start an automation from CompanyHub? Any of CompanyHub's 6 triggers in the catalog, including New Company, New Contact, New Deal and New Record (Custom Table). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in CompanyHub? 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 CompanyHub? Yes. When something happens in Salesmate, your agent can act in CompanyHub too. This page covers both directions: Salesmate's triggers and CompanyHub's actions are listed here as well. ### ### Do I have to build a connector for CompanyHub 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 CompanyHub 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.