# Connect Force Manager and GrowSurf When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Add participant** in [GrowSurf](https://apiant.ai/connections/growsurf), or **New Participant** in GrowSurf 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 GrowSurf **2** triggers GrowSurf **4** 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 GrowSurf 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 GrowSurf can do together ### From Force Manager to GrowSurf - When **New account** in Force Manager then **Add participant** in GrowSurf - When **New contact** in Force Manager then **Update program** in GrowSurf ### From GrowSurf to Force Manager - When **New Participant** in GrowSurf then **Add contact** in Force Manager - When **Campaign Ended** in GrowSurf 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 GrowSurf ## Triggers and actions 5 triggers · 28 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 **Campaign Ended** Triggers when a campaign ends. - Trigger **New Participant** Triggers when a new participant is added or referred to your campaign. - Action **Add participant** Adds a participant to a GrowSurf program, optionally crediting the person who referred them. - Action **List programs** Lists the referral and affiliate programs in your GrowSurf account. - Action **Trigger Referral** Triggers a referral for an existing referred participant, awarding referral credit to whoever referred them. - Action **Update program** Updates a GrowSurf program's name, company details, or status — including publishing it or ending it. ## 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) - [ **GrowSurf** GrowSurf is referral software for B2C and B2B tech companies.](https://apiant.ai/connections/growsurf) 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 GrowSurf - [ **Google Sheets to GrowSurf** Google Sheets](https://apiant.ai/connect/google-sheets-to-growsurf) - [ **Gmail to GrowSurf** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-growsurf) - [ **Google Calendar to GrowSurf** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-growsurf) - [ **Google Drive to GrowSurf** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-growsurf) - [ **ActiveCampaign to GrowSurf** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-growsurf) - [ **Airtable to GrowSurf** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-growsurf) Questions ## Force Manager and GrowSurf, 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 GrowSurf when something happens in Force Manager? Any of GrowSurf's 4 actions, including Update program, Add participant, List programs and Trigger Referral. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GrowSurf to Force Manager? Yes. When something happens in GrowSurf, your agent can act in Force Manager too. This page covers both directions: GrowSurf's triggers and Force Manager's actions are listed here as well. ### ### Do I have to build a connector for Force Manager or GrowSurf? 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.