Integration
Connect Hubflo and Salesforce
When something happens in Hubflo or Salesforce, your agent does the next thing in the other. Describe it 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 Hubflo and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Hubflo and Salesforce can do together
From Hubflo to Salesforce
When Company Updated in Hubflo
then Create object record in Salesforce
When New Chatroom in Hubflo
then Find most recent created or updated record in Salesforce
From Salesforce to Hubflo
When New object record in Salesforce
then Add a Participant to the Chatroom in Hubflo
When New or updated object record in Salesforce
then Add Comment to a Task in Hubflo
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 Hubflo and Salesforce
Triggers and actions 17 triggers ยท 57 actions
Trigger
Client Invited to PortalTriggers when a new invitation to the portal is created.
Trigger
Company UpdatedTriggers when a company is updated.
Trigger
Message SentTriggers when a message is sent in a chatroom
Trigger
New ChatroomTriggers when a new chatroom is created.
Trigger
New Comment on a TaskTriggers when a new comment is created on a task.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New File UploadedTriggers when a new file is uploaded.
Trigger
New FolderTriggers when a new folder is created.
Trigger
New FormTriggers when a new form is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New ProposalTriggers when a new proposal is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time LogTriggers when a new time log is created.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Add a Participant to the ChatroomAdd a participant to the Chatroom.
Action
Add Comment to a TaskAdds a Comment to a Task.
Action
Add Embed to WorkspaceAdds embed to workspace
Action
Add Link to WorkspaceAdds link to workspace
Action
Add Project SectionAdd a section with tasks to a project
Action
Create a File for a TaskCreate a File for a Task.
Action
Create CompanyCreates a Company
Action
Create ContactCreates a Contact
Action
Create New Time EntryCreates a New Time Entry
Action
Create NoteCreates a Note
Action
Create ProjectCreate a Project
Action
Create ProposalCreates a proposal
Action
Create TaskCreates a Task
Action
Create WorkspaceCreates a Workspace
Action
Create Workspace FolderAdd a new folder to a workspace.
Action
Create Workspace NoteCreates a Note in a Workspace
Action
Delete WorkspaceDeletes a workspace - Irreversible
Action
Edit Time EntryEdits a Particular Time Entry
Action
Find a CompanyRetrieves a Company.
Action
Find a FormFinds a Desired Form
Action
Find an Form AssignmentFinds an Assignment of a Form.
Action
Find ChatroomFind chatroom from contacts.
Action
Find ContactFinds a Contact by Email
Action
Find Content ItemsFinds Content Items in a Organization.
Action
Find ProjectReturns the projects matching a name, owner, client contact or workspace.
Action
Find Sections of a ProjectFinds Sections of a Projects.
Action
Find the Form AssignmentsFinds Assignments of a Form.
Action
Find the TasksFindsTasks or Subtasks.
Action
Find WorkspaceReturns the workspaces matching a title, a workspace id or a project.
Action
Find Workspace FolderFinds a Folder by Title in a Workspace
Action
Get CompaniesReturns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
Action
Get ContactsGet all your contacts
Action
Invite Contact to WorkspaceInvite contact to a workspace
Action
List Task CommentsLists all Comments of a Task.
Action
Retrieve a Comment of TaskRetrieves a Comment of Task.
Action
Retrieve a TaskRetrieves a Particular Task.
Action
Retrieve Chatroom ParticipantsRetrieve chatroom participants
Action
Retrieve MembersRetrieve members of an organization
Action
Retrieve Messages of a ChatroomRetrieves messages from a given Chatroom.
Action
Send Form to a ClientSends form to a client.
Action
Send Message in a ChatroomSends a Message in a Chatroom.
Action
Update CompanyUpdates a Company
Action
Update ContactUpdates a Contact
Action
Update Embed in WorkspaceUpdates embed in workspace
Action
Update ProjectUpdates a Project
Action
Update TaskUpdates a Task
Action
Update WorkspaceUpdates a workspace.
Action
Update Workspace FolderUpdates a Workspace folder.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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 recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type โ useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds 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 recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
Hubflo and Salesforce, answered
What can start an automation from Hubflo?
Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Hubflo?
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 Hubflo?
Yes. When something happens in Salesforce, your agent can act in Hubflo too. This page covers both directions: Salesforce's triggers and Hubflo's actions are listed here as well.
Do I have to build a connector for Hubflo 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.
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.