Integration
Connect Invoice Ninja and Salesloft
When New expense fires in Invoice Ninja, your agent runs Add task in Salesloft, or Call Created or Updated in Salesloft to Email Invoice in Invoice Ninja. 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 Invoice Ninja and Salesloft 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Invoice Ninja and Salesloft can do together
From Invoice Ninja to Salesloft
When New expense in Invoice Ninja
then Add task in Salesloft
From Salesloft to Invoice Ninja
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 Invoice Ninja and Salesloft
Triggers and actions 11 triggers · 23 actions
- New expense
Triggers when a new expense is created in Invoice Ninja.
- New task
Triggers when a new task is created in Invoice Ninja.
- Create Product
Creates a product in your Invoice Ninja company and returns the new product record.
- Delete invoice
Deletes an invoice from your Invoice Ninja company by its id.
- Email Invoice
Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address.
- Email Quote
Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed.
- Find Client
Finds clients by name, email, number or search text and returns the matching client records.
- Find Credit
Returns the credits that match a credit number, search text, client, status or date.
- Find Invoice
Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out.
- Find payments
Returns the payments that match a payment number, search text, client or other criteria.
- Find Product
Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match.
- Find Project
Finds projects whose name, number or notes match the search text and returns the matches.
- Find Quote
Returns the quotes that match a quote number, search text, client, status or date criteria.
- Update Payment
Updates an existing payment's details in Invoice Ninja and returns the updated payment.
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
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
More from Invoice Ninja
Invoice Ninja to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Invoice Ninja to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Invoice Ninja to MailchimpMailchimp marketing automation and email platform.
Invoice Ninja to StripeStripe is a payment processing platform for online businesses.
Invoice Ninja to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Invoice Ninja to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Salesloft
HubSpot to SalesloftHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SalesloftGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalesloftGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalesloftGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesloftGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Invoice Ninja and Salesloft, answered
What can start an automation from Invoice Ninja?
Any of Invoice Ninja's 2 triggers in the catalog, including New expense and New task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesloft when something happens in Invoice Ninja?
Any of Salesloft's 11 actions, including Create Person, Add note, Add person to cadence and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesloft to Invoice Ninja?
Yes. When something happens in Salesloft, your agent can act in Invoice Ninja too. This page covers both directions: Salesloft's triggers and Invoice Ninja's actions are listed here as well.
Do I have to build a connector for Invoice Ninja or Salesloft?
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 Invoice Ninja and Salesloft 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.