# Connect Force Manager and Gately When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Add contact** in [Gately](https://apiant.ai/connections/gately), or **New Member** in Gately to **Add contact** in Force Manager. Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions Gately **1** trigger Gately **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 Force Manager and Gately to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Force Manager and Gately can do together ### From Force Manager to Gately - When **New account** in Force Manager then **Add contact** in Gately - When **New contact** in Force Manager then **Update contact** in Gately ### From Gately to Force Manager - When **New Member** in Gately then **Add contact** in Force Manager - When **New Member** in Gately then **Add sales order** in Force Manager 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 Force Manager and Gately ## Triggers and actions 4 triggers · 35 actions - Trigger **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. - Trigger **New Member** Triggers when a new member signs up to your project. - Action **Add contact** Create a new CRM contact. - Action **Add member** Create a new project member. - Action **Delete contact** Permanently delete a contact and all associated data. - Action **Find contacts by criteria** Search/filter contacts via list endpoint query params (email, tag, list, segment). - Action **Get contact** Retrieve a single CRM contact by ID. - Action **Get member** Retrieve a single member by ID. - Action **List contacts** Retrieve contacts for a project with optional filtering and pagination. - Action **List members** Retrieve a paginated list of members in the project. - Action **Send email** Send a transactional email to one or more recipients. - Action **Update contact** Partially update a contact — only sent fields change. - Action **Update member** Update an existing member. ## Each app on its own - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) - [ **Gately** Gately is a membership platform that helps creators and teams build courses, manage members, publish...](https://apiant.ai/connections/gately) Reviews ## What our customers say ## More from Force Manager - [ **Force Manager to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/force-manager-to-hubspot) - [ **Force Manager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/force-manager-to-salesforce) - [ **Force Manager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/force-manager-to-slack) - [ **Force Manager to Google Sheets** Google Sheets](https://apiant.ai/connect/force-manager-to-google-sheets) - [ **Force Manager to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/force-manager-to-gmail) - [ **Force Manager to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/force-manager-to-google-calendar) ## More into Gately - [ **ActiveCampaign to Gately** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gately) - [ **Airtable to Gately** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gately) - [ **Asana to Gately** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-gately) - [ **ClickUp to Gately** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-gately) - [ **Discord to Gately** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-gately) - [ **Freshdesk to Gately** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-gately) Questions ## Force Manager and Gately, answered ### ### What can start an automation from Force Manager? Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gately when something happens in Force Manager? Any of Gately's 11 actions, including Send email, Update contact, Update member and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gately to Force Manager? Yes. When something happens in Gately, your agent can act in Force Manager too. This page covers both directions: Gately's triggers and Force Manager's actions are listed here as well. ### ### Do I have to build a connector for Force Manager or Gately? 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. ### ### 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.