Integration
Connect Housecall Pro and Salesflare
When New Completed Job fires in Housecall Pro, your agent runs Add Contact to Account in Salesflare, or New Account in Salesflare to Create Customer in Housecall Pro. 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 Housecall Pro and Salesflare 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)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 Housecall Pro and Salesflare can do together
From Housecall Pro to Salesflare
When New Completed Job in Housecall Pro
then Add Contact to Account in Salesflare
When New Scheduled Job in Housecall Pro
then Create Task in Salesflare
From Salesflare to Housecall Pro
When New Account in Salesflare
then Create Customer in Housecall Pro
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 Housecall Pro and Salesflare
Triggers and actions 4 triggers · 23 actions
Trigger
New Completed JobTriggers when a job in Housecall Pro is marked complete.
Trigger
New Scheduled JobTriggers when a new job with a scheduled status is created in Housecall Pro.
Action
Create CustomerCreates a new customer in Housecall Pro with their contact details, tags, notes and addresses.
Trigger
New AccountTriggers when a new account is created in Salesflare.
Trigger
New TaskTriggers when a new task is created in Salesflare.
Action
Add Contact to AccountLinks an existing contact to a Salesflare account.
Action
Add tagCreates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.
Action
Add User to AccountAdds a Salesflare user (team member) to an account's team.
Action
Create CallLogs a call in Salesflare with the given contacts as participants.
Action
Create OpportunityCreates an opportunity (deal) on a Salesflare account and returns its id.
Action
Create TaskCreates a task in Salesflare, optionally linked to an account, with a due date and assigned users.
Action
Delete contactDeletes a contact from Salesflare.
Action
Delete opportunityDeletes an opportunity in Salesflare.
Action
Delete taskDeletes a task in Salesflare.
Action
Find AccountFinds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.
Action
Find ContactFinds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.
Action
Find PersonFinds Salesflare persons by name, email, ID or free-text search and returns the matches.
Action
Find UserFinds Salesflare users by name, email, id or free-text search.
Action
Find WorkflowFinds workflows in Salesflare whose name matches the search text.
Action
Get opportunityReturns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.
Action
List tagsReturns the tags in your Salesflare account, optionally filtered by name or ID.
Action
Remove Contact From WorkflowRemoves (exits) a contact from a Salesflare workflow so it receives no further workflow steps.
Action
Update ContactUpdates 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 noteUpdates the text, mentions or date of an existing internal note on a Salesflare account.
Action
Update meetingUpdates 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 OpportunityUpdates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.
Action
Update taskUpdates an existing Salesflare task's description, due date, linked account, assignees or completion status.
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
Housecall Pro and Salesflare, answered
What can start an automation from Housecall Pro?
Any of Housecall Pro's 2 triggers in the catalog, including New Completed Job and New Scheduled Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesflare when something happens in Housecall Pro?
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 Housecall Pro?
Yes. When something happens in Salesflare, your agent can act in Housecall Pro too. This page covers both directions: Salesflare's triggers and Housecall Pro's actions are listed here as well.
Do I have to build a connector for Housecall Pro 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 Housecall Pro 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.