Integration
Connect Olark to Salesforce
When New Chat Transcript fires in Olark, your agent runs Create object record in Salesforce. 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 Olark and Salesforce 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)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 Olark can start in Salesforce
When New Chat Transcript in Olark
then Create object record in Salesforce
When New Chat Transcript in Olark
then Find most recent created or updated record in Salesforce
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 Olark and Salesforce
Triggers and actions 3 triggers · 9 actions
Trigger
New Chat TranscriptTriggers when an Olark chat ends, with the full transcript, operators and visitor details. To set it up, copy this trigger's webhook URL and paste it into Olark under Settings > Integrations > Webhooks, then save.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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 Olark
Olark to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Olark to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Olark to Google SheetsGoogle Sheets
Olark to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Olark to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Olark to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into Salesforce
HubSpot to SalesforceHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to SalesforceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesforceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalesforceMailchimp marketing automation and email platform.
QuickBooks Online to SalesforceQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
Olark and Salesforce, answered
What can start an automation from Olark?
Any of Olark's 1 trigger in the catalog, including New Chat Transcript. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Olark?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Olark?
Salesforce has no triggers in the catalog today, so automations start in Olark. If you need the other direction, ask: your agent reads Salesforce's API documentation and adds it.
Do I have to build a connector for Olark or Salesforce?
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 Olark and Salesforce without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Salesforce 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.