--- title: "Connect Infinity to SalesLens - APIANT.ai" description: "When \"New Board\" fires in Infinity, your agent runs \"Upload Conversation Record\" in SalesLens." canonical: "https://apiant.ai/connect/infinity-to-saleslens" --- # Connect Infinity to SalesLens When **New Board** fires in [Infinity](https://apiant.ai/connections/infinity), your agent runs **Upload Conversation Record** in [SalesLens](https://apiant.ai/connections/saleslens). Describe the whole flow and it is built, tested on every scenario and kept running. Infinity **3** triggers Infinity **9** actions SalesLens **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Infinity and SalesLens 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 Infinity can start in SalesLens - When **New Board** in Infinity then **Upload Conversation Record** in SalesLens - When **New Folder** in Infinity then **Upload Conversation Transcription** in SalesLens 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 Infinity and SalesLens ## Triggers and actions 3 triggers · 11 actions - Trigger **New Board** Triggers when a new board is created in the selected Infinity workspace. - Trigger **New Folder** Triggers when a new folder is created on an Infinity board. - Trigger **New Member** Triggers when a new member joins an Infinity workspace. - Action **Create a New Comment** Adds a comment to an item on an Infinity board, optionally as a reply to another comment. - Action **Create a New Folder** Creates a new folder on an Infinity board. - Action **Create a New Item** Creates a new item in an Infinity board folder, with values for the board's attributes. - Action **File Upload** Uploads a file from a link into an Infinity workspace as an attachment and returns the stored attachment. - Action **Find a Board** Finds boards in an Infinity workspace whose name matches the given name. - Action **Find a Folder** Finds folders on an Infinity board by name and returns the matching folder. - Action **Find a Member** Finds members of an Infinity workspace by email address or name. - Action **Find an Item** Finds items on a board whose text value matches the given text. Searches the 100 most recent items. - Action **Update an Existing Item** Updates an existing item on an Infinity board — its attribute values, folder, parent item or position. - Action **Upload Conversation Record** Upload a Conversation Record by its URL - Action **Upload Conversation Transcription** Upload a Conversation using its text transcription ## Each app on its own - [ **Infinity** Infinity is a flexible project management platform that lets you organize anything, your way.](https://apiant.ai/connections/infinity) - [ **SalesLens** SalesLens is an AI platform for real-time call quality scorecards..](https://apiant.ai/connections/saleslens) Reviews ## What our customers say ## More from Infinity - [ **Infinity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/infinity-to-salesforce) - [ **Infinity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/infinity-to-slack) - [ **Infinity to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/infinity-to-mailchimp) - [ **Infinity to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/infinity-to-stripe) - [ **Infinity to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/infinity-to-shopify) - [ **Infinity to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/infinity-to-quickbooks-online) ## More into SalesLens - [ **HubSpot to SalesLens** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-saleslens) - [ **Salesforce to SalesLens** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-saleslens) - [ **Slack to SalesLens** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-saleslens) - [ **Google Sheets to SalesLens** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-saleslens) - [ **Gmail to SalesLens** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-saleslens) - [ **Google Calendar to SalesLens** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-saleslens) Questions ## Infinity and SalesLens, answered ### ### What can start an automation from Infinity? Any of Infinity's 3 triggers in the catalog, including New Board, New Folder and New Member. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SalesLens when something happens in Infinity? Any of SalesLens's 2 actions, including Upload Conversation Record and Upload Conversation Transcription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SalesLens to Infinity? SalesLens has no triggers in the catalog today, so automations start in Infinity. If you need the other direction, ask: your agent reads SalesLens's API documentation and adds it. ### ### Do I have to build a connector for Infinity or SalesLens? 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 Infinity and SalesLens 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.