--- title: "Connect EquipDash and Salesflare - APIANT.ai" description: "When \"Booking Status Changed\" fires in EquipDash, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/equipdash-to-salesflare" --- # Connect EquipDash and Salesflare When **Booking Status Changed** fires in [EquipDash](https://apiant.ai/connections/equipdash), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Add Note to Customer** in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running. EquipDash **18** triggers EquipDash **35** actions Salesflare **1** trigger Salesflare **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EquipDash and Salesflare 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 EquipDash and Salesflare can do together ### From EquipDash to Salesflare - When **Booking Status Changed** in EquipDash then **Add Contact to Account** in Salesflare - When **Booking Updated** in EquipDash then **Find Contact** in Salesflare ### From Salesflare to EquipDash - When **New Account** in Salesflare then **Add Note to Customer** in EquipDash - When **New Account** in Salesflare then **Add Note to Booking** in EquipDash 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 EquipDash and Salesflare ## Triggers and actions 19 triggers · 46 actions - Trigger **Booking Cancelled** Triggers when a booking is cancelled. - Trigger **Booking Checked In** Triggers when a booking is checked in. - Trigger **Booking Picked Up** Triggers when a booking is picked up. - Trigger **Booking Returned** Triggers when a booking is returned. - Trigger **Booking Status Changed** Triggers when a booking status changes. - Trigger **Booking Updated** Triggers when a booking is updated. - Trigger **Customer Updated** Triggers when a customer is updated. - Trigger **Experience Created** Triggers when a new experience is created. - Trigger **Experience Schedule Created** Triggers when an experience schedule is created. - Trigger **Experience Updated** Triggers when an experience is updated. - Trigger **Inventory Added** Triggers when inventory is added to a product. - Trigger **Inventory Updated** Triggers when inventory is updated. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **Payment Received** Triggers when a payment is received. - Trigger **Product Created** Triggers when a new product is created. - Trigger **Product Updated** Triggers when a product is updated. - Trigger **Promo Code Created** Triggers when a new promo code is created. - Trigger **Shift Created** Triggers when a new shift is created. - Action **Add Inventory to Product** Adds inventory to a product. - Action **Add Note to Booking** Adds a note to a booking. - Action **Add Note to Customer** Adds a note to a customer. - Action **Add Note to Workshop** Adds a note to a workshop item. - Action **Add Payment to Booking** Adds a payment to a booking. - Action **Add Pricing to Product** Adds a pricing tier to a product. - Action **Add Schedule to Experience** Adds a schedule slot to an experience. - Action **Add to Workshop** Adds an item to the workshop. - Action **Archive Experience** Archives an experience. - Action **Archive Product** Archives a product. - Action **Cancel Booking** Cancels a booking. - Action **Check Product Availability** Checks availability of a product for given dates. - Action **Create Booking** Creates a new booking. - Action **Create Customer** Creates a new customer. - Action **Create Experience** Creates a new experience. - Action **Create Experience Category** Creates a new experience category. - Action **Create Product** Creates a new product. - Action **Create Product Category** Creates a new product category. - Action **Create Promo Code** Creates a new promo code. - Action **Create Shift** Creates a new staff shift. - Action **Create Tag** Creates a new tag. - Action **Create Voucher** Creates a new voucher. - Action **Delete Customer** Deletes a customer. - Action **Find Customer** Finds a customer. - Action **Find Experience** Finds a experience. - Action **Find Product** Finds a product. - Action **Find Promo Code** Finds a promo code. - Action **Find Staff** Finds a staff. - Action **Find Voucher** Finds a voucher. - Action **Remove From Workshop** Removes an item from the workshop. - Action **Update Booking Status** Updates the status of a booking. - Action **Update Customer** Updates a customer. - Action **Update Experience** Updates an experience. - Action **Update Product** Updates a product. - Action **Update Tags on Booking** Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. ## Each app on its own - [ **EquipDash** EquipDash is a AI-powered equipment rental and tour booking software built for outdoor recreation operators.](https://apiant.ai/connections/equipdash) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) Reviews ## What our customers say ## More from EquipDash - [ **EquipDash to Dashly** Dashly turns visitors into customers with data-driven conversation and marketing.](https://apiant.ai/connect/equipdash-to-dashly) - [ **EquipDash to Knock** Notification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...](https://apiant.ai/connect/equipdash-to-knock) - [ **EquipDash to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/equipdash-to-hubspot) - [ **EquipDash to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/equipdash-to-salesforce) - [ **EquipDash to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/equipdash-to-slack) - [ **EquipDash to Google Sheets** Google Sheets](https://apiant.ai/connect/equipdash-to-google-sheets) ## More into Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## EquipDash and Salesflare, answered ### ### What can start an automation from EquipDash? Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in EquipDash? Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to EquipDash? Yes. When something happens in Salesflare, your agent can act in EquipDash too. This page covers both directions: Salesflare's triggers and EquipDash's actions are listed here as well. ### ### Do I have to build a connector for EquipDash or Salesflare? 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 EquipDash and Salesflare 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.