--- title: "Connect noCRM.io and Salesmate - APIANT.ai" description: "When \"Lead Status Changed\" fires in noCRM.io, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/nocrm-io-to-salesmate" --- # Connect noCRM.io and Salesmate When **Lead Status Changed** fires in [noCRM.io](https://apiant.ai/connections/nocrm-io), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Create Lead** in noCRM.io. Describe the whole flow and it is built, tested on every scenario and kept running. noCRM.io **8** triggers noCRM.io **16** 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 noCRM.io 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 noCRM.io and Salesmate can do together ### From noCRM.io to Salesmate - When **Lead Status Changed** in noCRM.io then **Create Contact** in Salesmate - When **New Client Folder** in noCRM.io then **Update Contact** in Salesmate ### From Salesmate to noCRM.io - When **New De-Activated User** in Salesmate then **Create Lead** in noCRM.io - When **New User** in Salesmate then **Assign Lead** in noCRM.io 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 noCRM.io and Salesmate ## Triggers and actions 10 triggers · 26 actions - Trigger **Lead Status Changed** Triggers when a specific status of the lead is changed. - Trigger **New Client Folder** Triggers when a client folder is created. - Trigger **New Deleted Lead** Triggers when a lead is deleted. This trigger only works for Expert edition and above. - Trigger **New Lead** Triggers when a lead is created. - Trigger **New Lead Assigned** Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above. - Trigger **New Lead Comment** Triggers when a lead is comment on. This trigger only works for Expert edition and above. - Trigger **New Lead Content or Title Changed** Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above. - Trigger **New Prospect** Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above. - Action **Add Attachment** Add an attachment to a lead - Action **Add Comment** Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Add Tags** Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Assign Lead** Assign the lead to a user - Action **Call Simplified API** Call our simplified API to interact with your data - Action **Change Lead's Title** Change the title of a lead - Action **Change Status** Change the status of a lead to Standby, Won, Cancelled or Lost - Action **Change Step** Change the step of a lead - Action **Create Lead** Creates a new lead. - Action **Create Prospect** Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above. - Action **Delete Lead** Moves a lead to the trash. - Action **Find Lead** Finds a lead from an email address. - Action **Get Lead** Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields. - Action **Log an Activity** Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Set Amount and Probability** Set the amount and the probability of a lead - Action **Set the Estimated Closing Date** Set the estimated closing date on a lead - 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 - [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io) - [ **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 noCRM.io - [ **noCRM.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nocrm-io-to-salesforce) - [ **noCRM.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nocrm-io-to-slack) - [ **noCRM.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nocrm-io-to-stripe) - [ **noCRM.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nocrm-io-to-shopify) - [ **noCRM.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nocrm-io-to-quickbooks-online) - [ **noCRM.io to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nocrm-io-to-pipedrive) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## noCRM.io and Salesmate, answered ### ### What can start an automation from noCRM.io? Any of noCRM.io's 8 triggers in the catalog, including Lead Status Changed, New Client Folder, New Deleted Lead and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in noCRM.io? 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 noCRM.io? Yes. When something happens in Salesmate, your agent can act in noCRM.io too. This page covers both directions: Salesmate's triggers and noCRM.io's actions are listed here as well. ### ### Do I have to build a connector for noCRM.io 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 noCRM.io 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.