Integration
Connect Inistate and Salesforce
When Changed Information fires in Inistate, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Entry in Inistate. 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 Inistate and Salesforce 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 Inistate and Salesforce can do together
From Inistate to Salesforce
When Changed Information in Inistate
then Create object record in Salesforce
From Salesforce to Inistate
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 Inistate and Salesforce
Triggers and actions 8 triggers · 18 actions
- Activity Performed
Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time.
- Changed Information
Triggers when an entry's information in an Inistate module is changed.
- Changed State
Triggers when an entry in the selected Inistate module moves to a different workflow state.
- Information Due
Triggers when an entry in the chosen module reaches its due date.
- New Entry
Triggers when a new entry is created in the selected Inistate module.
- Updated Entry
Triggers when an entry in the selected module is created or changed.
- Create Entry
Creates a new entry in an Inistate module with the field values you supply.
- Delete Entry
Deletes an entry from an Inistate module.
- Duplicate Entry
Creates a copy of an existing entry in an Inistate module.
- Edit Entry
Edits an existing entry in an Inistate module, updating the field values you supply.
- Get Activity Form
Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options.
- List Entries
Returns entries from an Inistate module, optionally narrowed to one of the module's listings.
- List Modules
Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace.
- List Workspaces
Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name.
- Perform Activity
Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates 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
Inistate and Salesforce, answered
What can start an automation from Inistate?
Any of Inistate's 6 triggers in the catalog, including Changed Information, Changed State, New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Inistate?
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 Inistate?
Yes. When something happens in Salesforce, your agent can act in Inistate too. This page covers both directions: Salesforce's triggers and Inistate's actions are listed here as well.
Do I have to build a connector for Inistate 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.
Can my AI client use Inistate and Salesforce 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.