--- title: "Connect Leantime and Salesmate - APIANT.ai" description: "When \"New Comment\" fires in Leantime, your agent runs \"Create Contact\" in Salesmate, or \"New De-Activated User\" in Salesmate to \"Add Comment\" in Leantime." canonical: "https://apiant.ai/connect/leantime-to-salesmate" --- # Connect Leantime and Salesmate When **New Comment** fires in [Leantime](https://apiant.ai/connections/leantime), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Add Comment** in Leantime. Describe the whole flow and it is built, tested on every scenario and kept running. Leantime **11** triggers Leantime **14** actions Salesmate **2** triggers Salesmate **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Leantime and Salesmate 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 Leantime and Salesmate can do together ### From Leantime to Salesmate - When **New Comment** in Leantime then **Create Contact** in Salesmate - When **New Goal** in Leantime then **Update Contact** in Salesmate ### From Salesmate to Leantime - When **New De-Activated User** in Salesmate then **Add Comment** in Leantime - When **New User** in Salesmate then **Add Project** in Leantime 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 Leantime and Salesmate ## Triggers and actions 13 triggers · 24 actions - Trigger **New Comment** Triggers when a new comment is posted on a task, project or other item in Leantime. - Trigger **New Goal** Triggers when a new goal is added to a goal board in any project you can access, or in one project or board you choose. - Trigger **New Milestone** Triggers when a new milestone is created in Leantime. - Trigger **New Project** Triggers when a new project is created in your Leantime instance. - Trigger **New Timesheet** Triggers when a new time entry is logged in Leantime. - Trigger **New Todo** Triggers when a new todo (task, bug, story, etc.) is created in Leantime. - Trigger **Updated Goal** Triggers when a goal is created or changed in Leantime, optionally limited to one project or goal board. - Trigger **Updated Milestone** Triggers when a milestone is created or changed in Leantime. - Trigger **Updated Project** Triggers when a project is created or changed in Leantime. - Trigger **Updated Timesheet** Triggers when a time entry is logged or changed in Leantime. - Trigger **Updated Todo** Triggers when a todo is created or changed in Leantime. - Action **Add Comment** Adds a comment to a Leantime task, project, wiki article, idea or board item. - Action **Add Project** Creates a new project in Leantime for a client and returns the new project's ID. - Action **Create Milestone** Creates a milestone in a Leantime project and returns the new milestone's id. - Action **Create Timesheet** Logs hours worked on a Leantime to-do as a timesheet entry, adding to any existing hours for that day and type. - Action **Create Todo** Creates a to-do (task, bug, story or other ticket) in a Leantime project. - Action **Delete Todo** Deletes a todo (task) in Leantime. - Action **Get Project** Returns the details of a single Leantime project by its ID. - Action **Get Todo** Returns a single Leantime todo (ticket) by its ID, with all of its details. - Action **List Comments** Returns the comments posted on a Leantime task, project, idea, article or board item. - Action **List Projects** Returns all projects in your Leantime instance with their details. - Action **List Todos** Returns the todos (tasks) visible to this account, optionally filtered by project, assignee, status, search term, type, milestone, priority, sprint or modification date. - Action **Update Milestone** Updates an existing milestone in a Leantime project. Only the fields you fill in are changed. - Action **Update Project** Updates an existing Leantime project, changing only the fields you fill in. - Action **Update Todo** Updates an existing to-do in Leantime. Only the fields you fill in are changed; everything else keeps its current value. - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **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. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. ## Each app on its own - [ **Leantime** Leantime is a goal driven project management system for non project managers and people with ADHD, Autism...](https://apiant.ai/connections/leantime) - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) Reviews ## What our customers say ## More from Leantime - [ **Leantime to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leantime-to-salesforce) - [ **Leantime to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leantime-to-slack) - [ **Leantime to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leantime-to-mailchimp) - [ **Leantime to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leantime-to-stripe) - [ **Leantime to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leantime-to-shopify) - [ **Leantime to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leantime-to-quickbooks-online) ## More into Salesmate - [ **MINDBODY to Salesmate** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-salesmate) - [ **HubSpot to Salesmate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmate) - [ **Salesforce to Salesmate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmate) - [ **Google Sheets to Salesmate** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmate) - [ **Gmail to Salesmate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmate) - [ **Google Calendar to Salesmate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmate) Questions ## Leantime and Salesmate, answered ### ### What can start an automation from Leantime? Any of Leantime's 11 triggers in the catalog, including New Comment, New Goal, New Milestone and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in Leantime? 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 Leantime? Yes. When something happens in Salesmate, your agent can act in Leantime too. This page covers both directions: Salesmate's triggers and Leantime's actions are listed here as well. ### ### Do I have to build a connector for Leantime 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 Leantime 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.