--- title: "Connect incident.io and Salesflare - APIANT.ai" description: "When \"New Incident\" fires in incident.io, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/incident-io-to-salesflare" --- # Connect incident.io and Salesflare When **New Incident** fires in [incident.io](https://apiant.ai/connections/incident-io), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Find Users On-Call** in incident.io. Describe the whole flow and it is built, tested on every scenario and kept running. incident.io **1** trigger incident.io **11** actions Salesflare **2** triggers Salesflare **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want incident.io 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 incident.io and Salesflare can do together ### From incident.io to Salesflare - When **New Incident** in incident.io then **Add Contact to Account** in Salesflare - When **New Incident** in incident.io then **Create Task** in Salesflare ### From Salesflare to incident.io - When **New Account** in Salesflare then **Find Users On-Call** in incident.io - When **New Task** in Salesflare then **Add follow-up** in incident.io 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 incident.io and Salesflare ## Triggers and actions 3 triggers · 33 actions - Trigger **New Incident** Triggers when a new incident is declared in incident.io, optionally limited to a status, severity, incident type or mode. - Action **Add follow-up** Creates a follow-up on an incident, with an optional description, assignee, team, category, priority and labels. - Action **Add incident update** Shares an update on an incident: a message, a move to a new status, a new severity, or any combination. - Action **Create Incident** Creates a new incident in incident.io, optionally setting its severity, type, status, roles, timestamps and custom fields. - Action **Find Users On-Call** Finds the users on-call for a schedule over a window of time (or right now), returning each effective shift with its user after overrides are applied. - Action **Get incident** Returns a single incident, including its status, severity, role assignments, timestamps and custom field values. - Action **Get Schedule** Returns a single on-call schedule, including its rotations, time zone and current shifts. - Action **List actions** Returns the actions recorded on incidents in your incident.io organisation, optionally filtered by incident, incident mode, or created/updated date. - Action **List schedules** Returns every on-call schedule configured in your incident.io account, including its rotations and who is currently on shift. - Action **List severities** Returns every incident severity configured for your incident.io organisation. - Action **List users** Returns the users in your incident.io account, optionally filtered by email address or Slack user ID. - Action **Update incident** Edits an existing incident's name, summary, severity, status, call link, Slack channel name, custom fields, role assignments or timestamps. Only the values you provide are changed. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task 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 **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task 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 **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates 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 note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates 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 Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. ## Each app on its own - [ **incident.io** incident.io is an incident management platform, designed for your entire organisation.](https://apiant.ai/connections/incident-io) - [ **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 incident.io - [ **incident.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incident-io-to-salesforce) - [ **incident.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incident-io-to-slack) - [ **incident.io to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incident-io-to-mailchimp) - [ **incident.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/incident-io-to-stripe) - [ **incident.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/incident-io-to-shopify) - [ **incident.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/incident-io-to-quickbooks-online) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## incident.io and Salesflare, answered ### ### What can start an automation from incident.io? Any of incident.io's 1 trigger in the catalog, including New Incident. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in incident.io? 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 incident.io? Yes. When something happens in Salesflare, your agent can act in incident.io too. This page covers both directions: Salesflare's triggers and incident.io's actions are listed here as well. ### ### Do I have to build a connector for incident.io 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 incident.io 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.