Integration
Connect Offri and Salespanel
When New Contact fires in Offri, your agent runs Log Custom Activity in Salespanel, or Lead Identified in Salespanel to Create Contact in Offri. 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 Offri and Salespanel 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 Offri and Salespanel can do together
From Offri to Salespanel
When New Contact in Offri
then Log Custom Activity in Salespanel
From Salespanel to Offri
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 Offri and Salespanel
Triggers and actions 5 triggers · 25 actions
- New Contact
Triggers when a new client is added in Offri.
- New Proposal
Triggers when a new proposal is created in Offri.
- Proposal Status Changed
Triggers when a proposal's status changes, for example to won, lost or expired.
- Add component
Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
- Create Contact
Creates a client (company or private person) in Offri.
- Create Contact Person
Adds a contact person to an Offri client.
- Create Proposal
Creates a new proposal in Offri, optionally for a client.
- Delete component
Deletes a component (product) from your Offri workspace.
- Delete Proposal
Deletes a draft Offri proposal.
- Find Contact
Finds Offri clients by name, email or customer number.
- Find Contact Person
Finds the contact persons of an Offri client, optionally by email.
- Get component
Returns the details of a component (product) in your Offri workspace, including its category and product pricing.
- Get Contact
Returns one Offri client by ID.
- Get Proposal
Returns one Offri proposal with its totals and signing details.
- List components
Returns the components and products in your Offri workspace, optionally filtered by name or category.
- Remove Contact
Removes a client from Offri.
- Remove Contact Person
Removes a contact person from an Offri client.
- Send Proposal
Sends an Offri proposal to its client with an expiration date.
- Update component
Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
- Update Contact
Updates the details of an existing Offri client.
- Update Contact Person
Updates a contact person of an Offri client.
- Lead Identified
Triggers when a new identified lead first appears in Salespanel.
- Visiting Company Identified
Triggers when a new visiting company is first identified on your website.
- Get Visitor
Returns one Salespanel visitor with their person, company, acquisition and activity details.
- Get Visitor Attribution
Returns a Salespanel visitor with first-touch and last-touch marketing attribution.
- Identify Visitor
Turns an anonymous Salespanel visitor into an identified lead by associating an email address.
- List Segments
Returns the visitor segments created in the Salespanel account.
- List Visitor Activities
Returns a Salespanel visitor's page visits, email opens and custom activities, newest first.
- Log Custom Activity
Logs a custom activity (e.g. a demo viewed or a sales call) on a Salespanel visitor.
- Set Visitor Attributes
Sets a custom attribute value on a Salespanel visitor, creating the attribute if it does not exist yet.
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 Offri
Offri to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Offri to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Offri to StripeStripe is a payment processing platform for online businesses.
Offri to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Offri to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Offri to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Salespanel
HubSpot to SalespanelHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SalespanelGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalespanelGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalespanelGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalespanelGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Offri and Salespanel, answered
What can start an automation from Offri?
Any of Offri's 3 triggers in the catalog, including New Contact, New Proposal and Proposal Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salespanel when something happens in Offri?
Any of Salespanel's 7 actions, including Log Custom Activity, Get Visitor, Get Visitor Attribution and Identify Visitor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salespanel to Offri?
Yes. When something happens in Salespanel, your agent can act in Offri too. This page covers both directions: Salespanel's triggers and Offri's actions are listed here as well.
Do I have to build a connector for Offri or Salespanel?
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 Offri and Salespanel 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.