---
title: "Connect Instantly to Accounting Seed - APIANT.ai"
description: "When \"New Event\" fires in Instantly, your agent runs \"Create Record\" in Accounting Seed."
canonical: "https://apiant.ai/connect/instantly-to-accounting-seed"
---

# Connect Instantly to Accounting Seed

When **New Event** fires in [Instantly](https://apiant.ai/connections/instantly), your agent runs **Create Record** in [Accounting Seed](https://apiant.ai/connections/accounting-seed). Describe the whole flow and it is built, tested on every scenario and kept running.

Instantly **1** trigger Instantly **22** actions Accounting Seed **7** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Instantly and Accounting Seed 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 Instantly can start in Accounting Seed

- When **New Event** in Instantly then **Create Record** in Accounting Seed
- When **New Event** in Instantly then **Update Record** in Accounting Seed

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 Instantly and Accounting Seed

## Triggers and actions 1 trigger · 29 actions

- Trigger

**New Event**

Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

- Action

**Activate campaign**

Starts a campaign, or resumes a paused one, and returns the updated campaign.

- Action

**Add campaign**

Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

- Action

**Add lead list**

Creates a new lead list in Instantly for storing leads.

- Action

**Add Lead to Campaign**

Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

- Action

**Add Tags to Campaigns**

Assigns one or more custom tags to one or more campaigns.

- Action

**Add to Blocklist**

Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

- Action

**Create a New Tag**

Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

- Action

**Delete blocklist entry**

Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

- Action

**Delete lead**

Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

- Action

**Find Lead**

Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

- Action

**Get Blocklist Entry**

Returns a single block list entry (a blocked email address or domain) by its ID.

- Action

**Get campaign**

Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

- Action

**Get lead**

Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

- Action

**List campaigns**

Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

- Action

**List lead lists**

Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

- Action

**List leads**

Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

- Action

**List Tag Mappings**

Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

- Action

**Pause campaign**

Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

- Action

**Remove Lead From Campaign**

Removes one or more leads from an Instantly campaign, deleting them from that campaign.

- Action

**Remove Tags From Campaigns**

Removes one or more custom tags from Instantly campaigns.

- Action

**Update lead**

Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

- Action

**Update Lead Status**

Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

- Action

**Create Record**

Create a record of any Salesforce / Accounting Seed object type (e.g. AcctSeed__Billing__c) with the supplied field values.

- Action

**Delete Record**

Delete a Salesforce / Accounting Seed record by object type and ID.

- Action

**Describe Object**

Return the field metadata (describe) for a Salesforce / Accounting Seed object type — useful for discovering available fields.

- Action

**Get Record**

Retrieve a single Salesforce / Accounting Seed record by object type and ID. Optionally restrict returned fields.

- Action

**List Objects**

List all available Salesforce / Accounting Seed object types (sobjects) on the org.

- Action

**Run SOQL Query**

Execute a SOQL query against Salesforce / Accounting Seed objects and return matching records.

- Action

**Update Record**

Update an existing Salesforce / Accounting Seed record by object type and ID with the supplied field values.

## Each app on its own

- [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly)
- [ **Accounting Seed** Accounting Seed is a Salesforce-native accounting application connecting front- and back-office finance.](https://apiant.ai/connections/accounting-seed)

Reviews

## What our customers say

## More from Instantly

- [ **Instantly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instantly-to-salesforce)
- [ **Instantly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instantly-to-slack)
- [ **Instantly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instantly-to-mailchimp)
- [ **Instantly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instantly-to-stripe)
- [ **Instantly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instantly-to-shopify)
- [ **Instantly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instantly-to-quickbooks-online)

## More into Accounting Seed

- [ **Pipedrive to Accounting Seed** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-accounting-seed)
- [ **Freshdesk to Accounting Seed** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-accounting-seed)
- [ **Webflow to Accounting Seed** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webflow-to-accounting-seed)
- [ **FreeAgent to Accounting Seed** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/freeagent-to-accounting-seed)
- [ **Recurly to Accounting Seed** Recurly is a subscription management and recurring billing platform.](https://apiant.ai/connect/recurly-to-accounting-seed)
- [ **HubSpot to Accounting Seed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-accounting-seed)

Questions

## Instantly and Accounting Seed, answered

###

### What can start an automation from Instantly?

Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Accounting Seed when something happens in Instantly?

Any of Accounting Seed's 7 actions, including Create Record, Update Record, Describe Object and Get Record. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Accounting Seed to Instantly?

Accounting Seed has no triggers in the catalog today, so automations start in Instantly. If you need the other direction, ask: your agent reads Accounting Seed's API documentation and adds it.

###

### Do I have to build a connector for Instantly or Accounting Seed?

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 Instantly and Accounting Seed 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.