Integration
Connect Convirza and Salesmate
When New Call fires in Convirza, your agent runs Create Contact in Salesmate, or New De-Activated User in Salesmate to Update user in Convirza. 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 Convirza 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)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 Convirza and Salesmate can do together
From Convirza to Salesmate
When New Call in Convirza
then Create Contact in Salesmate
From Salesmate to Convirza
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 Convirza and Salesmate
Triggers and actions 3 triggers · 34 actions
- New Call
Triggers when a new tracked call is recorded.
- Add group
Creates a new group (organizational unit) in your Convirza account under the parent group you choose.
- Add phone number
Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.
- Add SMS broadcast
Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.
- Delete group
Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.
- Delete SMS broadcast
Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.
- Delete User
Deletes a user.
- Find phone numbers
Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.
- Get AI voice agent
Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.
- Get Call
Returns one tracked call, with its caller, campaign, routing and disposition details.
- Get group
Returns the details of a single group (organizational unit), including its name, parent group, address and industry.
- Get Group Tree
Returns the organization's group hierarchy.
- Get SMS broadcast
Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.
- Get User
Returns one user by ID.
- List Ad Sources
Returns the advertising sources campaigns can be attributed to.
- List AI voice agents
Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.
- List Calls
Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.
- List groups
Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.
- List media prompts
Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.
- List phone numbers
Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.
- List SMS broadcasts
Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).
- List SMS Conversations
Returns SMS conversation threads, filterable by date range and search text.
- List Users
Returns users in a group and its sub-groups, filterable by name, email and role.
- Update group
Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.
- Update user
Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).
- 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
Convirza and Salesmate, answered
What can start an automation from Convirza?
Any of Convirza's 1 trigger in the catalog, including New Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmate when something happens in Convirza?
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 Convirza?
Yes. When something happens in Salesmate, your agent can act in Convirza too. This page covers both directions: Salesmate's triggers and Convirza's actions are listed here as well.
Do I have to build a connector for Convirza 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 Convirza 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.