Integration
Connect Omnisend and Salesforce
When New Contact fires in Omnisend, your agent runs Create object record in Salesforce, or New object record in Salesforce to Add email template in Omnisend. 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 Omnisend and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Omnisend and Salesforce can do together
From Omnisend to Salesforce
When New Contact in Omnisend
then Create object record in Salesforce
When Updated Contacts in Omnisend
then Find most recent created or updated record in Salesforce
From Salesforce to Omnisend
When New object record in Salesforce
then Add email template in Omnisend
When New or updated object record in Salesforce
then Add tags to contacts in Omnisend
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 Omnisend and Salesforce
Triggers and actions 4 triggers ยท 45 actions
Trigger
New ContactTriggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.
Trigger
Updated ContactsTriggers when a contact is created or updated in Omnisend, newest changes first.
Action
Add email templateCreates a new email template in Omnisend with a name, general style settings and content sections.
Action
Add productCreates a product in your Omnisend catalog, with optional variants, images, categories and tags.
Action
Add product categoryCreates a new product category in your Omnisend store.
Action
Add segmentCreates a new contact segment in Omnisend from a name and a set of condition rules.
Action
Add tags to contactsAdds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.
Action
Cancel CampaignCancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.
Action
Copy CampaignCreates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.
Action
Create CampaignCreates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.
Action
Create SubscriberCreates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.
Action
Delete CampaignDeletes a campaign from your Omnisend account.
Action
Delete Email TemplateDeletes an email template from your Omnisend account by its ID.
Action
Delete ImageDeletes an image from the Omnisend image library by its ID.
Action
Delete productDeletes a product from the Omnisend product catalog by its ID.
Action
Delete SegmentPermanently deletes a segment in Omnisend.
Action
Find CampaignReturns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.
Action
Find CampaignsReturns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.
Action
Find Email TemplateReturns a single email template, including its name, layout sections and general settings, looked up by its ID.
Action
Find Email TemplatesReturns email templates whose names contain the given text.
Action
Find ImageReturns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.
Action
Find ImagesReturns images in your Omnisend library whose names contain the search text.
Action
Find SegmentReturns an Omnisend segment by its ID, including its name, status and condition rules.
Action
Find SegmentsFinds segments whose name contains the given text.
Action
Get contactReturns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.
Action
Get productReturns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.
Action
Get Segment StatisticsReturns statistics for a segment, including how many contacts it currently contains.
Action
Import Email TemplateCreates a new Omnisend email template by importing raw HTML. Returns the created template.
Action
List contactsReturns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.
Action
Remove tags from contactsRemoves one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.
Action
Render Email TemplateRenders an email template and returns its full HTML body for preview.
Action
Send Customer EventSends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.
Action
Update CampaignUpdates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.
Action
Update contactUpdates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.
Action
Update email templateFully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.
Action
Update productReplaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.
Action
Update segmentUpdates an existing segment's name and rules. The segment can't be updated while it is being built.
Action
Upload ImageUploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.
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 โ 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 Omnisend
Omnisend to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Omnisend to StripeStripe is a payment processing platform for online businesses.
Omnisend to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Omnisend to QuickBooks OnlineQuickBooks Online accounting โ manage customers, invoices, bills, payments, vendors, expenses, and more via...
Omnisend to PipedrivePipedrive is a sales CRM and pipeline management tool.
Omnisend to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
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 โ manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
Omnisend and Salesforce, answered
What can start an automation from Omnisend?
Any of Omnisend's 2 triggers in the catalog, including New Contact and Updated Contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Omnisend?
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 Omnisend?
Yes. When something happens in Salesforce, your agent can act in Omnisend too. This page covers both directions: Salesforce's triggers and Omnisend's actions are listed here as well.
Do I have to build a connector for Omnisend 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.
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.