--- title: "Connect LiquiLens and Salesmsg - APIANT.ai" description: "When \"New flagged institution\" fires in LiquiLens, your agent runs \"Add Tag to Contact\" in Salesmsg." canonical: "https://apiant.ai/connect/liquilens-to-salesmsg" --- # Connect LiquiLens and Salesmsg When **New flagged institution** fires in [LiquiLens](https://apiant.ai/connections/liquilens), your agent runs **Add Tag to Contact** in [Salesmsg](https://apiant.ai/connections/salesmsg), or **Contact Updated** in Salesmsg to **Check institution risk** in LiquiLens. Describe the whole flow and it is built, tested on every scenario and kept running. LiquiLens **1** trigger LiquiLens **4** actions Salesmsg **5** triggers Salesmsg **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiquiLens and Salesmsg 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 LiquiLens and Salesmsg can do together ### From LiquiLens to Salesmsg - When **New flagged institution** in LiquiLens then **Add Tag to Contact** in Salesmsg - When **New flagged institution** in LiquiLens then **Create or Update Contact** in Salesmsg ### From Salesmsg to LiquiLens - When **Contact Updated** in Salesmsg then **Check institution risk** in LiquiLens - When **New Contact** in Salesmsg then **Find institutions** in LiquiLens 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 LiquiLens and Salesmsg ## Triggers and actions 6 triggers · 13 actions - Trigger **New flagged institution** Fires when a new institution is added to the failure-risk board. - Action **Check institution risk** Run a risk check against an institution and return its current failure-risk assessment. - Action **Find institutions** Search the public RBI institution universe by name to find matching institutions. - Action **Get institution risk profile** Retrieve one covered institution's full public risk dossier, including underlying filings and regulatory actions cited as evidence. - Action **List flagged institutions** Read the current institution-risk board of banks and lenders flagged for failure risk. - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. ## Each app on its own - [ **LiquiLens** LiquiLens compiles public-record evidence about the failure risk of banks and lenders.](https://apiant.ai/connections/liquilens) - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) Reviews ## What our customers say ## More from LiquiLens - [ **LiquiLens to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/liquilens-to-vercel) - [ **LiquiLens to Open Disease** Open Disease Data (disease.sh) is a public epidemiology data service that aggregates COVID-19, influenza and...](https://apiant.ai/connect/liquilens-to-open-disease) - [ **LiquiLens to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liquilens-to-salesforce) - [ **LiquiLens to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liquilens-to-slack) - [ **LiquiLens to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liquilens-to-mailchimp) - [ **LiquiLens to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liquilens-to-stripe) ## More into Salesmsg - [ **HubSpot to Salesmsg** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmsg) - [ **Salesforce to Salesmsg** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmsg) - [ **Google Sheets to Salesmsg** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmsg) - [ **Gmail to Salesmsg** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmsg) - [ **Google Calendar to Salesmsg** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmsg) - [ **Google Drive to Salesmsg** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesmsg) Questions ## LiquiLens and Salesmsg, answered ### ### What can start an automation from LiquiLens? Any of LiquiLens's 1 trigger in the catalog, including New flagged institution. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmsg when something happens in LiquiLens? Any of Salesmsg's 9 actions, including Create Note, Create or Update Contact, Send a Text Message (SMS / MMS) and Add Tag to Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmsg to LiquiLens? Yes. When something happens in Salesmsg, your agent can act in LiquiLens too. This page covers both directions: Salesmsg's triggers and LiquiLens's actions are listed here as well. ### ### Do I have to build a connector for LiquiLens or Salesmsg? 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 LiquiLens and Salesmsg 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.