--- title: "Connect Granola and Salesflare - APIANT.ai" description: "When \"New note\" fires in Granola, your agent runs \"Add Contact to Account\" in Salesflare, or \"New Account\" in Salesflare to \"Get note\" in Granola." canonical: "https://apiant.ai/connect/granola-to-salesflare" --- # Connect Granola and Salesflare When **New note** fires in [Granola](https://apiant.ai/connections/granola), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Get note** in Granola. Describe the whole flow and it is built, tested on every scenario and kept running. Granola **1** trigger Granola **5** actions Salesflare **1** trigger Salesflare **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Granola 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 Granola and Salesflare can do together ### From Granola to Salesflare - When **New note** in Granola then **Add Contact to Account** in Salesflare - When **New note** in Granola then **Find Contact** in Salesflare ### From Salesflare to Granola - When **New Account** in Salesflare then **Get note** in Granola - When **New Account** in Salesflare then **List notes** in Granola 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 Granola and Salesflare ## Triggers and actions 2 triggers · 16 actions - Trigger **New note** Triggers when a new note is created in Granola, optionally limited to one folder or space. - Action **Get note** Returns a single Granola meeting note with its title, owner, attendees, calendar event, folders, summary and, optionally, its transcript. - Action **Get transcript** Returns the full meeting transcript of a Granola note, one item per spoken segment with speaker, text and start/end times. Works even for very long transcripts that Get note cannot include. - Action **List folders** Returns every folder in the Granola workspace, with each folder's name, parent folder and space. - Action **List notes** Returns the Granola meeting notes you have access to, optionally limited to a folder or space or to a created/updated date range. - Action **List spaces** Returns all the spaces in your Granola workspace, with each space's id and name. - Trigger **New Account** Triggers when a new account 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 **Delete opportunity** Deletes an opportunity 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 **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. ## Each app on its own - [ **Granola** Granola is an AI notepad for teams and people in back-to-back meetings.](https://apiant.ai/connections/granola) - [ **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 Granola - [ **Granola to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/granola-to-hubspot) - [ **Granola to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/granola-to-salesforce) - [ **Granola to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/granola-to-slack) - [ **Granola to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/granola-to-mailchimp) - [ **Granola to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/granola-to-stripe) - [ **Granola to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/granola-to-shopify) ## 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](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 ## Granola and Salesflare, answered ### ### What can start an automation from Granola? Any of Granola's 1 trigger in the catalog, including New note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in Granola? Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to Granola? Yes. When something happens in Salesflare, your agent can act in Granola too. This page covers both directions: Salesflare's triggers and Granola's actions are listed here as well. ### ### Do I have to build a connector for Granola 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 Granola 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.