--- title: "Connect Glean and Salesflare - APIANT.ai" description: "When \"New Search Result\" fires in Glean, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/glean-to-salesflare" --- # Connect Glean and Salesflare When **New Search Result** fires in [Glean](https://apiant.ai/connections/glean), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Chat Message/Conversation** in Glean. Describe the whole flow and it is built, tested on every scenario and kept running. Glean **1** trigger Glean **7** actions Salesflare **2** triggers Salesflare **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Glean 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 Glean and Salesflare can do together ### From Glean to Salesflare - When **New Search Result** in Glean then **Add Contact to Account** in Salesflare - When **New Search Result** in Glean then **Create Task** in Salesflare ### From Salesflare to Glean - When **New Account** in Salesflare then **Chat Message/Conversation** in Glean - When **New Task** in Salesflare then **Report Client Activity** in Glean 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 Glean and Salesflare ## Triggers and actions 3 triggers · 29 actions - Trigger **New Search Result** Triggered when a new document appears in the Glean search results for a query you choose. - Action **Chat Message/Conversation** Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts. - Action **Find Document** Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify. - Action **Get Documents and Events Feed** Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content. - Action **Report Client Activity** Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality. - Action **Report Document Activity** Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality. - Action **Run Agent and Wait** Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status. - Action **Search** Returns documents from the Glean index that match the search terms and any filters you provide. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task 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 **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task 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 **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed. - Action **Update internal note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. ## Each app on its own - [ **Glean** Glean offers AI-powered search to give enterprise users the ability to search across organization-wide...](https://apiant.ai/connections/glean) - [ **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 Glean - [ **Glean to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/glean-to-hubspot) - [ **Glean to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/glean-to-salesforce) - [ **Glean to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/glean-to-slack) - [ **Glean to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/glean-to-google-sheets) - [ **Glean to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/glean-to-gmail) - [ **Glean to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/glean-to-google-calendar) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Glean and Salesflare, answered ### ### What can start an automation from Glean? Any of Glean's 1 trigger in the catalog, including New Search Result. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in Glean? Any of Salesflare's 22 actions, including Create Call, Create Opportunity, Create Task and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to Glean? Yes. When something happens in Salesflare, your agent can act in Glean too. This page covers both directions: Salesflare's triggers and Glean's actions are listed here as well. ### ### Do I have to build a connector for Glean 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 Glean 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.