Integration
Connect ConvertFlow and Sally
When Contact Created or Updated fires in ConvertFlow, your agent runs Create Task in Sally, or New Recording in Sally to Create or Update Contact in ConvertFlow. 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 ConvertFlow and Sally 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ConvertFlow and Sally can do together
From ConvertFlow to Sally
When Contact Created or Updated in ConvertFlow
then Create Task in Sally
From Sally to ConvertFlow
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 ConvertFlow and Sally
Triggers and actions 5 triggers · 27 actions
- Contact Created or Updated
Triggers when a ConvertFlow contact is created or updated.
- New Campaign
Triggers when a new campaign is created in ConvertFlow.
- Archive Campaign
Archives a ConvertFlow campaign so visitors no longer see it.
- Create Campaign
Creates a new ConvertFlow campaign — a landing page, popup, hook, bar or embed — from scratch or from a template.
- Create or Update Contact
Creates a contact in ConvertFlow, or updates the existing contact with the same email.
- Delete Contact
Permanently deletes a ConvertFlow contact by email address, for data compliance requests.
- Find Contact
Finds ConvertFlow contacts by email address or contact ID.
- Get Campaign
Returns one ConvertFlow campaign by ID, with its format, live state and page settings.
- Get Campaign Performance
Returns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.
- List Campaigns
Returns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.
- List Segments
Returns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.
- List Websites
Returns the websites your ConvertFlow API token can access, with their IDs and account names.
- Publish Campaign
Publishes a ConvertFlow campaign's latest changes so visitors see them.
- Update Campaign
Updates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.
- New Recording
Triggers when a new recording appears in a Sally directory.
- New Summary for Appointment Created
Triggers when Sally finishes a new meeting summary.
- New Task
Triggers when a new task is created in a Sally directory.
- Create Recording from URL
Creates a Sally recording from an audio or video file URL and starts transcription.
- Create Tag
Creates a tag in the Sally tag catalog (admins and owners only).
- Create Task
Creates a task in Sally.
- Create Vocabulary Entry
Adds a vocabulary phrase that improves Sally transcription.
- Delete Task
Deletes a Sally task.
- Find Summaries
Searches Sally recording summaries by words in their content.
- Find Tasks
Searches Sally tasks by text.
- Get Recording
Returns one Sally recording by id.
- Get Recording Transcript
Returns the transcript of a Sally recording with its time-coded segments and speakers.
- Get Summary
Returns one Sally recording summary with its sections.
- Get Task
Returns one Sally task by id.
- List Directories
Returns the Sally company accounts (directories) your token can access.
- List Recording Summaries
Returns the AI summaries of a Sally recording, one per language.
- Toggle Task Done
Marks a Sally task done, or reopens it.
- Update Task
Updates the fields you supply on a Sally task.
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
ConvertFlow and Sally, answered
What can start an automation from ConvertFlow?
Any of ConvertFlow's 2 triggers in the catalog, including Contact Created or Updated and New Campaign. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sally when something happens in ConvertFlow?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to ConvertFlow?
Yes. When something happens in Sally, your agent can act in ConvertFlow too. This page covers both directions: Sally's triggers and ConvertFlow's actions are listed here as well.
Do I have to build a connector for ConvertFlow or Sally?
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 ConvertFlow and Sally 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.