--- title: "Connect EARLY and Salesmate - APIANT.ai" description: "When \"Activity Created\" fires in EARLY, your agent runs \"Search for Total Rows in Activity\" in Salesmate." canonical: "https://apiant.ai/connect/early-to-salesmate" --- # Connect EARLY and Salesmate When **Activity Created** fires in [EARLY](https://apiant.ai/connections/early), your agent runs **Search for Total Rows in Activity** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Add Member to Folder** in EARLY. Describe the whole flow and it is built, tested on every scenario and kept running. EARLY **13** triggers EARLY **19** 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 EARLY 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 EARLY and Salesmate can do together ### From EARLY to Salesmate - When **Activity Created** in EARLY then **Search for Total Rows in Activity** in Salesmate - When **Activity Updated** in EARLY then **Create Contact** in Salesmate ### From Salesmate to EARLY - When **New De-Activated User** in Salesmate then **Add Member to Folder** in EARLY - When **New User** in Salesmate then **Create Activity** in EARLY 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 EARLY and Salesmate ## Triggers and actions 15 triggers · 29 actions - Trigger **Activity Created** Triggers when an activity is created. - Trigger **Activity Deleted** Triggers when an activity is deleted. - Trigger **Activity Updated** Triggers when an activity is updated. - Trigger **Folder Created** Triggers when a folder is created. - Trigger **Folder Deleted** Triggers when a folder is deleted. - Trigger **Folder Updated** Triggers when a folder is updated. - Trigger **Time Entry Created** Triggers when a time entry is created. - Trigger **Time Entry Deleted** Triggers when a time entry is deleted. - Trigger **Time Entry Updated** Triggers when a time entry is updated. - Trigger **Tracking Canceled** Triggers when a tracking is canceled. - Trigger **Tracking Started** Triggers when a new tracking is started. - Trigger **Tracking Stopped** Triggers when a tracking is stopped. - Trigger **Tracking Updated** Triggers when a tracking is updated. - Action **Add Member to Folder** Adds a person with a given email to a folder. - Action **Cancel Current Tracking** Cancels the tracking that is currently running without saving a time entry - Action **Create Activity** Creates an activity. - Action **Create Folder** Creates a folder. - Action **Create Tag** Creates an tag. - Action **Create Time Entry** Creates a time entry for a given activity, start- and end-time. - Action **Delete Activity** Deletes an activity by ID - Action **Delete Folder** Deletes a folder by ID - Action **Delete Time Entry** Deletes a time entry by ID - Action **Get Current Tracking** Gets the tracking that is currently running - Action **Get Folder** Gets a folder by ID - Action **Get Time Entry** Gets a time entry by ID - Action **List Activities** Lists the activities in the account - Action **Start Tracking** Start Tracking an Activity. - Action **Stop Current Tracking** Stop the current time tracking. - Action **Update Activity** Updates an existing activity by ID - Action **Update Current Tracking** Updates the tracking that is currently running - Action **Update Folder** Updates an existing folder by ID - Action **Update Time Entry** Updates an existing time entry by ID - 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 - [ **EARLY** EARLY is a Time Tracking App: Effortless, Smart, and Secure.](https://apiant.ai/connections/early) - [ **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 EARLY - [ **EARLY to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/early-to-bugcrowd) - [ **EARLY to Genshin Impact** The genshin.dev API serves reference game data for Genshin Impact.](https://apiant.ai/connect/early-to-genshin-impact) - [ **EARLY to Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connect/early-to-pipefile) - [ **EARLY to Pulsedive** Scan, search and collect threat intelligence data in real-time](https://apiant.ai/connect/early-to-pulsedive) - [ **EARLY to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/early-to-salesforce) - [ **EARLY to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/early-to-google-sheets) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## EARLY and Salesmate, answered ### ### What can start an automation from EARLY? Any of EARLY's 13 triggers in the catalog, including Activity Created, Activity Updated, Folder Created and Folder Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in EARLY? 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 EARLY? Yes. When something happens in Salesmate, your agent can act in EARLY too. This page covers both directions: Salesmate's triggers and EARLY's actions are listed here as well. ### ### Do I have to build a connector for EARLY 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 EARLY 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.