---
title: "Connect HappyFox Chat and Salesforce - APIANT.ai"
description: "When \"New Missed Chat\" fires in HappyFox Chat, your agent runs \"Create object record\" in Salesforce."
canonical: "https://apiant.ai/connect/happyfox-chat-to-salesforce"
---

# Connect HappyFox Chat and Salesforce

When **New Missed Chat** fires in [HappyFox Chat](https://apiant.ai/connections/happyfox-chat), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **List offline messages** in HappyFox Chat. Describe the whole flow and it is built, tested on every scenario and kept running.

HappyFox Chat **3** triggers HappyFox Chat **8** actions Salesforce **2** triggers Salesforce **9** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want HappyFox Chat and Salesforce 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 HappyFox Chat and Salesforce can do together

### From HappyFox Chat to Salesforce

- When **New Missed Chat** in HappyFox Chat then **Create object record** in Salesforce
- When **New Offline Message** in HappyFox Chat then **Find most recent created or updated record** in Salesforce

### From Salesforce to HappyFox Chat

- When **New object record** in Salesforce then **List offline messages** in HappyFox Chat
- When **New or updated object record** in Salesforce then **Get agent** in HappyFox Chat

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 HappyFox Chat and Salesforce

## Triggers and actions 5 triggers · 17 actions

- Trigger

**Finished Chat**

Triggered when a chat in HappyFox Chat ends and its transcript is created.

- Trigger

**New Missed Chat**

Triggered when a chat in HappyFox Chat ends without an agent answering it.

- Trigger

**New Offline Message**

Triggered when a visitor leaves an offline message in HappyFox Chat.

- Action

**Get agent**

Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

- Action

**Get department**

Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

- Action

**List agents**

Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

- Action

**List canned responses**

Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

- Action

**List departments**

Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

- Action

**List offline messages**

Returns the offline messages visitors left in HappyFox Chat while no agent was available.

- Action

**List transcripts**

Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

- Action

**List visitors**

Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

- Trigger

**New object record**

Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

- Trigger

**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.

- Action

**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.

- Action

**Delete object record**

Deletes an existing SObject record by object type and record ID.

- Action

**Describe object**

Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

- Action

**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).

- Action

**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.

- Action

**Get object record**

Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

- Action

**List objects**

Lists all available SObject types (standard and custom) on the org.

- Action

**SOQL query**

Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

- Action

**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).

## Each app on its own

- [ **HappyFox Chat** Powerful live chat software built from ground-up for super fast customer support.](https://apiant.ai/connections/happyfox-chat)
- [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce)

Reviews

## What our customers say

## More from HappyFox Chat

- [ **HappyFox Chat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/happyfox-chat-to-hubspot)
- [ **HappyFox Chat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/happyfox-chat-to-slack)
- [ **HappyFox Chat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/happyfox-chat-to-mailchimp)
- [ **HappyFox Chat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/happyfox-chat-to-stripe)
- [ **HappyFox Chat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/happyfox-chat-to-shopify)
- [ **HappyFox Chat to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/happyfox-chat-to-quickbooks-online)

## More into Salesforce

- [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce)
- [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce)
- [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce)
- [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce)
- [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce)
- [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce)

Questions

## HappyFox Chat and Salesforce, answered

###

### What can start an automation from HappyFox Chat?

Any of HappyFox Chat's 3 triggers in the catalog, including New Missed Chat, New Offline Message and Finished Chat. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Salesforce when something happens in HappyFox Chat?

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 HappyFox Chat?

Yes. When something happens in Salesforce, your agent can act in HappyFox Chat too. This page covers both directions: Salesforce's triggers and HappyFox Chat's actions are listed here as well.

###

### Do I have to build a connector for HappyFox Chat 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.

###

### Can my AI client use HappyFox Chat and Salesforce 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.