Integration
Connect GoCanvas and Salesmate
When New Customer fires in GoCanvas, your agent runs Create Contact in Salesmate, or New De-Activated User in Salesmate to Create Customer in GoCanvas. Describe the whole flow 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 GoCanvas and Salesmate to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 GoCanvas and Salesmate can do together
From GoCanvas to Salesmate
When New Customer in GoCanvas
then Create Contact in Salesmate
From Salesmate to GoCanvas
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 GoCanvas and Salesmate
Triggers and actions 6 triggers · 34 actions
- New Customer
Triggers when a new customer is added in GoCanvas.
- New Dispatch
Triggers when a new dispatch is created for a GoCanvas form.
- New Project
Triggers when a new project is added in GoCanvas.
- New Submission
Triggers when a new submission of a GoCanvas form is completed.
- Create Customer
Creates a customer (an individual or a business) in GoCanvas.
- Create Dispatch
Sends a GoCanvas dispatch: a form, optionally prefilled, to a mobile user now or at a scheduled time.
- Create Project
Creates a project in GoCanvas, optionally tied to a customer and site.
- Create Reference Data
Creates a GoCanvas reference data table (a lookup list forms can use) from column names and rows.
- Create Site
Creates a site (job location) in GoCanvas, optionally for a customer.
- Delete Customer
Deletes a GoCanvas customer.
- Delete Dispatch
Deletes a GoCanvas dispatch by its ID.
- Delete Project
Deletes a GoCanvas project.
- Delete Site
Deletes a GoCanvas site.
- Delete Submission
Deletes a GoCanvas form submission.
- Get Customer
Returns one GoCanvas customer by its ID, with its contact details.
- Get Dispatch
Returns one GoCanvas dispatch by its ID, with its status and prefilled answers.
- Get Form
Returns one GoCanvas form by its ID.
- Get Project
Returns one GoCanvas project by its ID.
- Get Reference Data
Returns one GoCanvas reference data table with its columns and rows.
- Get Site
Returns one GoCanvas site (a job location) by its ID.
- Get Submission
Returns one GoCanvas form submission by its ID.
- Get User
Returns one GoCanvas user by their ID.
- List Customers
Returns the customers in your GoCanvas company.
- List Forms
Returns the GoCanvas forms you can access.
- List Users
Returns the users in your GoCanvas company.
- Update Customer
Updates a GoCanvas customer; only the fields you fill in change.
- Update Project
Updates a GoCanvas project; only the fields you fill in change.
- Update Site
Updates a GoCanvas site; only the fields you fill in change.
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
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
GoCanvas and Salesmate, answered
What can start an automation from GoCanvas?
Any of GoCanvas's 4 triggers in the catalog, including New Customer, New Dispatch, New Project and New Submission. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmate when something happens in GoCanvas?
Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmate to GoCanvas?
Yes. When something happens in Salesmate, your agent can act in GoCanvas too. This page covers both directions: Salesmate's triggers and GoCanvas's actions are listed here as well.
Do I have to build a connector for GoCanvas or Salesmate?
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 GoCanvas and Salesmate 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.