Integration
Connect Inistate and Salesmate
When Changed Information fires in Inistate, your agent runs Create Contact in Salesmate, or New De-Activated User in Salesmate 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 Salesmate 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 Salesmate can do together
From Inistate to Salesmate
When Changed Information in Inistate
then Create Contact in Salesmate
From Salesmate 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 Salesmate
Triggers and actions 8 triggers · 19 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 De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
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 Salesmate, 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 Salesmate when something happens in Inistate?
Any of Salesmate's 10 actions, including Create Contact, Update Contact, Update Note and Add Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmate to Inistate?
Yes. When something happens in Salesmate, your agent can act in Inistate too. This page covers both directions: Salesmate's triggers and Inistate's actions are listed here as well.
Do I have to build a connector for Inistate or Salesmate?
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 Salesmate 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.