Integration
Connect Freelo and Salesforce
When something happens in Freelo or Salesforce, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freelo and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Freelo and Salesforce can do together
From Freelo to Salesforce
When New project in Freelo
then Create object record in Salesforce
From Salesforce to Freelo
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 Freelo and Salesforce
Triggers and actions 3 triggers · 29 actions
- New project
Triggered when a new project is created
- Add comment
Add a comment to a task.
- Add project
Create a new project.
- Add task
Create a new task in a tasklist.
- Add tasklist
Create a new tasklist within a project.
- Add work report
Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact.
- Delete project
Soft-delete a project.
- Delete task
Deletes a Freelo task (soft-delete); its subtasks are hidden too.
- Delete tasklist
Soft-delete a tasklist.
- Find tasks
Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges.
- Get project
Get a single project's detail by ID.
- Get task
Get a single task's detail by ID.
- Get tasklist
Get a single tasklist's detail by ID.
- List projects
Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included.
- List tasks
Lists the active (unfinished) tasks in a Freelo tasklist.
- List users
Lists the coworkers who share at least one active project with you.
- Start time tracking
Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time.
- Stop time tracking
Stops your currently running Freelo timer and turns it into a work report.
- Update project
Renames a Freelo project and/or changes its deadline. Fields left blank are not changed.
- Update task
Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value.
- Update tasklist
Edit a tasklist's fields.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Freelo and Salesforce, answered
What can start an automation from Freelo?
Any of Freelo's 1 trigger in the catalog, including New project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Freelo?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Freelo?
Yes. When something happens in Salesforce, your agent can act in Freelo too. This page covers both directions: Salesforce's triggers and Freelo's actions are listed here as well.
Do I have to build a connector for Freelo or Salesforce?
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.