--- title: "Connect Heartbeat and Salesmate - APIANT.ai" description: "When \"Course Completed\" fires in Heartbeat, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/heartbeat-to-salesmate" --- # Connect Heartbeat and Salesmate When **Course Completed** fires in [Heartbeat](https://apiant.ai/connections/heartbeat), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Deactivate User** in Heartbeat. Describe the whole flow and it is built, tested on every scenario and kept running. Heartbeat **4** triggers Heartbeat **6** actions Salesmate **2** triggers Salesmate **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Heartbeat and Salesmate 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 Heartbeat and Salesmate can do together ### From Heartbeat to Salesmate - When **Course Completed** in Heartbeat then **Create Contact** in Salesmate - When **New Event** in Heartbeat then **Update Contact** in Salesmate ### From Salesmate to Heartbeat - When **New De-Activated User** in Salesmate then **Deactivate User** in Heartbeat - When **New User** in Salesmate then **Create Event** in Heartbeat 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 Heartbeat and Salesmate ## Triggers and actions 6 triggers · 16 actions - Trigger **Abandoned Invitation Link** Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account. - Trigger **Course Completed** Triggers when a user completes a course. - Trigger **New Event** Triggers when a new event is created. - Trigger **New Event RSVP** Triggers when someone RSVPs to an event. - Action **Create Event** Creates an event in a Heartbeat community and optionally invites people or groups. - Action **Create Group** Creates a group in a Heartbeat community, optionally nested under another group and seeded with members. - Action **Create Thread** Posts a new thread in a Heartbeat channel. - Action **Deactivate User** Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place. - Action **List Channels** Returns all channels in the Heartbeat community, with each channel's name, emoji and type. - Action **List Threads** Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **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. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **Heartbeat** Heartbeat is a platform for online communities, where members can talk with each other, read content, and...](https://apiant.ai/connections/heartbeat) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) Reviews ## What our customers say ## More from Heartbeat - [ **Heartbeat to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/heartbeat-to-hubspot) - [ **Heartbeat to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/heartbeat-to-salesforce) - [ **Heartbeat to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/heartbeat-to-slack) - [ **Heartbeat to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/heartbeat-to-mailchimp) - [ **Heartbeat to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/heartbeat-to-stripe) - [ **Heartbeat to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/heartbeat-to-shopify) ## More into Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## Heartbeat and Salesmate, answered ### ### What can start an automation from Heartbeat? Any of Heartbeat's 4 triggers in the catalog, including Course Completed, New Event, New Event RSVP and Abandoned Invitation Link. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in Heartbeat? 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 Heartbeat? Yes. When something happens in Salesmate, your agent can act in Heartbeat too. This page covers both directions: Salesmate's triggers and Heartbeat's actions are listed here as well. ### ### Do I have to build a connector for Heartbeat 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 Heartbeat 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.