Integration
Connect Mixmax and Sally
When New message sent fires in Mixmax, your agent runs Create Task in Sally, or New Recording in Sally to Add contact in Mixmax. 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 Mixmax and Sally 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 Mixmax and Sally can do together
From Mixmax to Sally
When New message sent in Mixmax
then Create Task in Sally
When New message sent in Mixmax
then Update Task in Sally
From Sally to Mixmax
When New Recording in Sally
then Add contact in Mixmax
When New Summary for Appointment Created in Sally
then Get 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 Sally
Triggers and actions 4 triggers · 27 actions
Trigger
New message sentTriggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped.
Action
Add contactCreates a Mixmax contact, or updates your existing contact with the same email address.
Action
Add sequence recipientAdds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added.
Action
Add unsubscribeAdds 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 nameReturns the Mixmax sequences whose name matches the text you supply.
Action
Get messageReturns 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 callsReturns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace.
Action
List contactsReturns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account.
Action
List messagesReturns your Mixmax messages (drafts, scheduled, sent, or failed), newest first.
Action
List sequence recipientsReturns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity.
Action
List sequencesReturns the Mixmax sequences you can access, optionally filtered by name or folder.
Action
List tasksReturns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted.
Action
List templatesReturns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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 Mixmax
Mixmax to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Mixmax to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Mixmax to StripeStripe is a payment processing platform for online businesses.
Mixmax to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Mixmax to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Mixmax to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Mixmax and Sally, 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 Sally when something happens in Mixmax?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Mixmax?
Yes. When something happens in Sally, your agent can act in Mixmax too. This page covers both directions: Sally's triggers and Mixmax's actions are listed here as well.
Do I have to build a connector for Mixmax or Sally?
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 Sally 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.