Integration
Connect Inmobalia CRM and Salesforce
When New Activity Log fires in Inmobalia CRM, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Activity Task in Inmobalia CRM. 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 Inmobalia CRM 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 Inmobalia CRM and Salesforce can do together
From Inmobalia CRM to Salesforce
When New Activity Log in Inmobalia CRM
then Create object record in Salesforce
When New Activity Task in Inmobalia CRM
then Find most recent created or updated record in Salesforce
From Salesforce to Inmobalia CRM
When New object record in Salesforce
then Create Activity Task in Inmobalia CRM
When New or updated object record in Salesforce
then Create Activity Task Comment in Inmobalia CRM
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 Inmobalia CRM and Salesforce
Triggers and actions 14 triggers ยท 45 actions
Trigger
Activity Log UpdateTriggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.
Trigger
Activity Task UpdateTriggers when an activity task is created or updated in Inmobalia CRM.
Trigger
Contact UpdateTriggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.
Trigger
New Activity LogTriggered when a new activity log is created.
Trigger
New Activity TaskTriggered when a new activity task is created.
Trigger
New ContactTriggered when a new contact is created in Inmobalia CRM.
Trigger
New PropertyTriggers when a new property is created in Inmobalia CRM.
Trigger
New SaleTriggers when a new sale is created in Inmobalia CRM.
Trigger
New UserTriggered when a new user is created in the agency's Inmobalia CRM account.
Trigger
New WebLeadTriggers when a new web lead is received, such as a website form submission or a lead from an integration.
Trigger
Property UpdateTriggers when an existing property is changed, or a new one is added, returning the property's summary details.
Trigger
Sale UpdateTriggers when a sale is created or updated in Inmobalia CRM.
Action
Create Activity LogCreates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.
Action
Create Activity Log CommentAdds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.
Action
Create Activity TaskCreates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.
Action
Create Activity Task CommentAdds a comment to an activity task. The authenticated user is recorded as the comment's author.
Action
Create ContactCreates a new contact in Inmobalia CRM and returns the id of the new contact.
Action
Create PropertyCreates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.
Action
Create Property DescriptionAdds a description in a chosen language to a property, and returns the description that was created.
Action
Create Property FileUploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.
Action
Create Property ImageUploads a JPEG or PNG image to a property's gallery and returns the new image's details.
Action
Create Property LinkAdds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.
Action
Create WebLeadCreates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.
Action
Find and Get ActivityReturns one activity, either an activity log or an activity task, by its ID.
Action
Find and Get Activity LogReturns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.
Action
Find and Get Activity TaskReturns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.
Action
Find and Get Contact by EmailFinds contacts by exact email address and returns the first match along with every matching contact.
Action
Find and Get Contact by IDReturns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.
Action
Find and Get Property by IDReturns the full details of a single property, identified by its ID.
Action
Find and Get Property by ReferenceReturns the full details of the property with the given reference, including its pricing, location, features and status.
Action
Find and Get Property DescriptionReturns a property's description text in the language you specify, including its short, main, extra and price descriptions.
Action
Find and Get Property File by Property Id and File IdReturns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.
Action
Find and Get Property HTML by Property Id and HTML IdReturns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.
Action
Find and Get Property Image by Property Id and Image IdReturns one image of a property, including its temporary link, gallery position, dimensions and publishing status.
Action
Find and Get Property Link by Property Id and Link IdReturns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.
Action
Find and Get Sale by CodeReturns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.
Action
Find and Get Sale by IDReturns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.
Action
Find and Get UserFinds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.
Action
Get All Available Property FeaturesReturns every property feature in the agency's catalogue, with its code, name and type.
Action
Get All Custom FeaturesReturns the custom property features your agency has defined, with each feature's code and name.
Action
Get All Property TagsReturns all the property tags defined in your Inmobalia CRM agency.
Action
Get All Property TypesReturns every property type available in the agency's Inmobalia CRM, with each type's name and category.
Action
Select LocationReturns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.
Action
Update Activity TaskUpdates an existing activity task in Inmobalia CRM and returns the updated task.
Action
Update Property DescriptionUpdates the description of a property in a given language, and returns the updated description.
Action
Update Property FileUpdates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.
Action
Update Property ImageUpdates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.
Action
Update Property LinkUpdates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.
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
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Questions
Inmobalia CRM and Salesforce, answered
What can start an automation from Inmobalia CRM?
Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Inmobalia CRM?
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 Inmobalia CRM?
Yes. When something happens in Salesforce, your agent can act in Inmobalia CRM too. This page covers both directions: Salesforce's triggers and Inmobalia CRM's actions are listed here as well.
Do I have to build a connector for Inmobalia CRM 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 Inmobalia CRM 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.