--- title: "Connect DialMyCalls and Salesforce - APIANT.ai" description: "When \"New Contact\" fires in DialMyCalls, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/dialmycalls-to-salesforce" --- # Connect DialMyCalls and Salesforce When **New Contact** fires in [DialMyCalls](https://apiant.ai/connections/dialmycalls), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Add a Contact** in DialMyCalls. Describe the whole flow and it is built, tested on every scenario and kept running. DialMyCalls **2** triggers DialMyCalls **21** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DialMyCalls and Salesforce 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 DialMyCalls and Salesforce can do together ### From DialMyCalls to Salesforce - When **New Contact** in DialMyCalls then **Create object record** in Salesforce - When **List Incoming Texts** in DialMyCalls then **Find most recent created or updated record** in Salesforce ### From Salesforce to DialMyCalls - When **New object record** in Salesforce then **Add a Contact** in DialMyCalls - When **New or updated object record** in Salesforce then **Update a Contact** in DialMyCalls 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 DialMyCalls and Salesforce ## Triggers and actions 4 triggers · 30 actions - Trigger **List Incoming Texts** Triggers when a new text message comes in to your DialMyCalls number. - Trigger **New Contact** Triggered when a new contact is added to your DialMyCalls address book. - Action **Add a Contact** Adds a contact to your DialMyCalls account, optionally placing them in one or more groups. - Action **Add a Group** Creates a new contact group in your DialMyCalls account. - Action **Add a Recording (From Phone Call)** Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone. - Action **Add a Recording (From URL)** Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply. - Action **Add a Recording (Text-to-Speech)** Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose. - Action **Delete a Contact** Deletes a contact from your DialMyCalls account. - Action **Delete a Group** Deletes a contact group from your DialMyCalls account. - Action **Delete a Recording** Deletes a recording from your DialMyCalls account. - Action **Get a Contact** Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to. - Action **Get a Group** Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it. - Action **Get an Incoming Text** Returns one text message that came in to your DialMyCalls number, including who it came from and the message body. - Action **Get a Recording** Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file. - Action **List Call Broadcasts** Returns all the call broadcasts in your DialMyCalls account. - Action **List Caller IDs** Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified. - Action **List Contacts** Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses. - Action **List Groups** Returns all the contact groups in your DialMyCalls account, with each group's name and contact count. - Action **List Recordings** Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address. - Action **List Text Broadcasts** Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time. - Action **Update a Contact** Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are. - Action **Update a Group** Renames a contact group in your DialMyCalls account. - Action **Update a Recording** Renames a recording in your DialMyCalls account. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **DialMyCalls** DialMyCalls provides calling and texting to customers around the world.](https://apiant.ai/connections/dialmycalls) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from DialMyCalls - [ **DialMyCalls to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dialmycalls-to-hubspot) - [ **DialMyCalls to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dialmycalls-to-slack) - [ **DialMyCalls to Google Sheets** Google Sheets](https://apiant.ai/connect/dialmycalls-to-google-sheets) - [ **DialMyCalls to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dialmycalls-to-gmail) - [ **DialMyCalls to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dialmycalls-to-google-calendar) - [ **DialMyCalls to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/dialmycalls-to-google-drive) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## DialMyCalls and Salesforce, answered ### ### What can start an automation from DialMyCalls? Any of DialMyCalls's 2 triggers in the catalog, including New Contact and List Incoming Texts. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in DialMyCalls? Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to DialMyCalls? Yes. When something happens in Salesforce, your agent can act in DialMyCalls too. This page covers both directions: Salesforce's triggers and DialMyCalls's actions are listed here as well. ### ### Do I have to build a connector for DialMyCalls or Salesforce? 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 DialMyCalls and Salesforce 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.