--- title: "Connect Mixmax and Salesflare - APIANT.ai" description: "When \"New message sent\" fires in Mixmax, your agent runs \"Add Contact to Account\" in Salesflare, or \"New Account\" in Salesflare to \"Add contact\" in Mixmax." canonical: "https://apiant.ai/connect/mixmax-to-salesflare" --- # Connect Mixmax and Salesflare When **New message sent** fires in [Mixmax](https://apiant.ai/connections/mixmax), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Add contact** in Mixmax. Describe the whole flow and it is built, tested on every scenario and kept running. Mixmax **1** trigger Mixmax **13** actions Salesflare **2** triggers Salesflare **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Mixmax and Salesflare 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 Mixmax and Salesflare can do together ### From Mixmax to Salesflare - When **New message sent** in Mixmax then **Add Contact to Account** in Salesflare - When **New message sent** in Mixmax then **Create Task** in Salesflare ### From Salesflare to Mixmax - When **New Account** in Salesflare then **Add contact** in Mixmax - When **New Task** in Salesflare then **Send message** in Mixmax 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 Mixmax and Salesflare ## Triggers and actions 3 triggers · 35 actions - Trigger **New message sent** Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped. - Action **Add contact** Creates a Mixmax contact, or updates your existing contact with the same email address. - Action **Add sequence recipient** Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added. - Action **Add unsubscribe** Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them. - Action **Find sequences by name** Returns the Mixmax sequences whose name matches the text you supply. - Action **Get message** Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found. - Action **List calls** Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace. - Action **List contacts** Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account. - Action **List messages** Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first. - Action **List sequence recipients** Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity. - Action **List sequences** Returns the Mixmax sequences you can access, optionally filtered by name or folder. - Action **List tasks** Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted. - Action **List templates** Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner. - Action **Send message** Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed. - Action **Update internal note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. ## Each app on its own - [ **Mixmax** Mixmax’s mission is to do the impossible with email including scheduling meetings, completing surveys...](https://apiant.ai/connections/mixmax) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) Reviews ## What our customers say ## More from Mixmax - [ **Mixmax to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mixmax-to-salesforce) - [ **Mixmax to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mixmax-to-slack) - [ **Mixmax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mixmax-to-stripe) - [ **Mixmax to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mixmax-to-shopify) - [ **Mixmax to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mixmax-to-quickbooks-online) - [ **Mixmax to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mixmax-to-pipedrive) ## More into Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## Mixmax and Salesflare, answered ### ### What can start an automation from Mixmax? Any of Mixmax's 1 trigger in the catalog, including New message sent. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in Mixmax? Any of Salesflare's 22 actions, including Create Call, Create Opportunity, Create Task and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesflare to Mixmax? Yes. When something happens in Salesflare, your agent can act in Mixmax too. This page covers both directions: Salesflare's triggers and Mixmax's actions are listed here as well. ### ### Do I have to build a connector for Mixmax or Salesflare? 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 Mixmax and Salesflare 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.