--- title: "Connect MOCO to Salesforge - APIANT.ai" description: "When \"New Client\" fires in MOCO, your agent runs \"Add contact\" in Salesforge." canonical: "https://apiant.ai/connect/moco-to-salesforge" --- # Connect MOCO to Salesforge When **New Client** fires in [MOCO](https://apiant.ai/connections/moco), your agent runs **Add contact** in [Salesforge](https://apiant.ai/connections/salesforge). Describe the whole flow and it is built, tested on every scenario and kept running. MOCO **26** triggers MOCO **24** actions Salesforge **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MOCO and Salesforge 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 MOCO can start in Salesforge - When **New Client** in MOCO then **Add contact** in Salesforge - When **New Company** in MOCO then **Add contacts to do-not-contact list** in Salesforge 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 MOCO and Salesforge ## Triggers and actions 26 triggers · 35 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Exported Invoice (Bookkeeping)** Triggers when a new invoice is exported (for the bookkeeping). - Trigger **New Incoming Payment** Triggers when a new incoming payment is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Invoice Status** Triggers when the status of an invoice is changed. - Trigger **New Offer** Triggers when a new offer is created. - Trigger **New Outgoing Payment** Triggers when a new outgoing payment is created. - Trigger **New Planning Entry** Triggers when a new Planning Entry is created. - Trigger **New Presence** Triggers when a new Presence is created. - Trigger **New Project Assignment** Triggers when a person is assigned to a project. - Trigger **New Purchase** Triggers when a new purchase is created. - Trigger **New Recurred Expense** Triggers when an expense is recurred. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Unarchived Project** Triggers when a project is made active again. - Trigger **Updated Company** Triggers when a company was updated. - Trigger **Updated Expense** Triggers when an expense was updated. - Trigger **Updated Invoice** Triggers when an invoice was updated. - Trigger **Updated Lead** Triggers when a lead was updated. - Trigger **Updated Planning Entry** Triggers when a Planning Entry was updated. - Trigger **Updated Presence** Triggers when a Presence was updated. - Trigger **Updated Project** Triggers when a project was updated. - Trigger **Updated Purchase** Triggers when a purchase was updated. - Trigger **Updated Time Entry** Triggers when a time entry was updated. - Action **Create Comment** Creates a new Comment. - Action **Create Company** Creates a new company (customer only). - Action **Create Contact** Creates a new contact person. - Action **Create Expense** Creates a new Expense. - Action **Create Incoming Payment** Creates a new incoming payment. - Action **Create Lead** Creates a new lead. - Action **Create Outgoing Payment** Creates a new outgoing payment. - Action **Create Project** Creates a new Project. - Action **Create Purchase** Creates a new Purchase. - Action **Create Task** Creates a new project task. - Action **Create Time Entry** Create a new time entry. - Action **Find Company** Finds an existing Company. - Action **Find Contact** Finds an existing Contact. - Action **Find Expense** Finds an existing Expense. - Action **Find Invoice** Finds an existing Invoice. - Action **Find Lead** Finds an existing lead. - Action **Find Offer** Finds an existing Offer. - Action **Find Planning Entry** Finds an existing Planning Entry. - Action **Find Project** Finds an existing project. - Action **Find Purchase** Finds an existing Purchase. - Action **Find Task** Finds an active Task for a Project. - Action **Find Time Entry** Finds an existing Time Entry. - Action **Find User** Finds an existing active user. - Action **Record Presence** Record a new presence. - Action **Add contact** Creates a contact in a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL. - Action **Add contacts to do-not-contact list** Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed. - Action **Add contacts to sequence** Assigns one or more existing contacts to a sequence in a Salesforge workspace. - Action **Add sequence** Creates a new email sequence in a Salesforge workspace. - Action **Get contact** Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status. - Action **Get sequence** Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics. - Action **List contacts** Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence. - Action **List do-not-contact entries** Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace. - Action **List sequences** Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type. - Action **List workspaces** Returns the workspaces on your Salesforge account. - Action **Update sequence status** Activates or pauses a Salesforge sequence. ## Each app on its own - [ **MOCO** MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses.](https://apiant.ai/connections/moco) - [ **Salesforge** Salesforge is AI cold email automation software that helps you do cold outreach at any scale in any language.](https://apiant.ai/connections/salesforge) Reviews ## What our customers say ## More from MOCO - [ **MOCO to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/moco-to-ip-api) - [ **MOCO to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moco-to-salesforce) - [ **MOCO to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moco-to-slack) - [ **MOCO to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moco-to-stripe) - [ **MOCO to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moco-to-shopify) - [ **MOCO to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moco-to-quickbooks-online) ## More into Salesforge - [ **HubSpot to Salesforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforge) - [ **Salesforce to Salesforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesforge) - [ **Slack to Salesforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-salesforge) - [ **Google Sheets to Salesforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesforge) - [ **Gmail to Salesforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesforge) - [ **Google Calendar to Salesforge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforge) Questions ## MOCO and Salesforge, answered ### ### What can start an automation from MOCO? Any of MOCO's 26 triggers in the catalog, including New Client, New Company, New Expense and New Exported Invoice (Bookkeeping). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforge when something happens in MOCO? Any of Salesforge's 11 actions, including Update sequence status, Add contact, Add contacts to do-not-contact list and Add contacts to sequence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforge to MOCO? Salesforge has no triggers in the catalog today, so automations start in MOCO. If you need the other direction, ask: your agent reads Salesforge's API documentation and adds it. ### ### Do I have to build a connector for MOCO or Salesforge? 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 MOCO and Salesforge 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.