--- title: "Connect Force Manager and Heartbeat - APIANT.ai" description: "When \"New account\" fires in Force Manager, your agent runs \"Create Event\" in Heartbeat." canonical: "https://apiant.ai/connect/force-manager-to-heartbeat" --- # Connect Force Manager and Heartbeat When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Create Event** in [Heartbeat](https://apiant.ai/connections/heartbeat), or **Course Completed** in Heartbeat 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 Heartbeat **4** triggers Heartbeat **6** 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 Heartbeat 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 Force Manager and Heartbeat can do together ### From Force Manager to Heartbeat - When **New account** in Force Manager then **Create Event** in Heartbeat - When **New contact** in Force Manager then **Deactivate User** in Heartbeat ### From Heartbeat to Force Manager - When **Course Completed** in Heartbeat then **Add contact** in Force Manager - When **New Event** in Heartbeat 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 Heartbeat ## Triggers and actions 7 triggers · 30 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 **Abandoned Invitation Link** Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account. - Trigger **Course Completed** Triggers when a user completes a course. - Trigger **New Event** Triggers when a new event is created. - Trigger **New Event RSVP** Triggers when someone RSVPs to an event. - Action **Create Event** Creates an event in a Heartbeat community and optionally invites people or groups. - Action **Create Group** Creates a group in a Heartbeat community, optionally nested under another group and seeded with members. - Action **Create Thread** Posts a new thread in a Heartbeat channel. - Action **Deactivate User** Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place. - Action **List Channels** Returns all channels in the Heartbeat community, with each channel's name, emoji and type. - Action **List Threads** Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time. ## 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) - [ **Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connections/heartbeat) 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 Heartbeat - [ **ConvesioConvert to Heartbeat** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connect/convesioconvert-to-heartbeat) - [ **Google Sheets to Heartbeat** Google Sheets](https://apiant.ai/connect/google-sheets-to-heartbeat) - [ **Gmail to Heartbeat** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-heartbeat) - [ **Google Calendar to Heartbeat** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-heartbeat) - [ **Google Drive to Heartbeat** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-heartbeat) - [ **ActiveCampaign to Heartbeat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-heartbeat) Questions ## Force Manager and Heartbeat, 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 Heartbeat when something happens in Force Manager? Any of Heartbeat's 6 actions, including Create Event, Create Group, Create Thread and Deactivate User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Heartbeat to Force Manager? Yes. When something happens in Heartbeat, your agent can act in Force Manager too. This page covers both directions: Heartbeat's triggers and Force Manager's actions are listed here as well. ### ### Do I have to build a connector for Force Manager or Heartbeat? 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 Force Manager and Heartbeat 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.