Integration
Connect OnePageCRM and Salesflare
When Completed Next Action fires in OnePageCRM, your agent runs Add Contact to Account in Salesflare, or New Account in Salesflare to Create Contact in OnePageCRM. 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 OnePageCRM and Salesflare 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 OnePageCRM and Salesflare can do together
From OnePageCRM to Salesflare
When Completed Next Action in OnePageCRM
then Add Contact to Account in Salesflare
When New Call in OnePageCRM
then Find Contact in Salesflare
From Salesflare to OnePageCRM
When New Account in Salesflare
then Create Contact in OnePageCRM
When New Account in Salesflare
then Create Deal in OnePageCRM
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 OnePageCRM and Salesflare
Triggers and actions 10 triggers · 22 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next ActionTriggered when a next action is marked done in OnePageCRM.
Trigger
New CallTriggered when a phone call is logged in OnePageCRM.
Trigger
New ContactTriggered when a new contact is created in OnePageCRM.
Trigger
New DealTriggered when a new deal is created in OnePageCRM.
Trigger
New Next ActionTriggered when a new next action is created in OnePageCRM.
Trigger
New NoteTriggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated ContactTriggered when a contact is created or changed in OnePageCRM.
Trigger
Updated DealTriggered when a deal is created or changed in OnePageCRM.
Action
Close Sales CycleCloses a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create CallLogs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create ContactCreates a contact in OnePageCRM, including your account's own custom fields.
Action
Create DealCreates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next ActionAdds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create NoteAdds a note to a contact's timeline in OnePageCRM.
Action
Find ContactFinds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find DealFinds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find UserFinds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update ContactUpdates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update DealUpdates a deal in OnePageCRM. Anything you leave blank keeps its current value.
Trigger
New AccountTriggers when a new account is created in Salesflare.
Action
Add Contact to AccountLinks an existing contact to a Salesflare account.
Action
Add tagCreates a new tag in Salesflare that can be applied to contacts, accounts and opportunities.
Action
Delete opportunityDeletes an opportunity in Salesflare.
Action
Find AccountFinds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts.
Action
Find ContactFinds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters.
Action
Find PersonFinds Salesflare persons by name, email, ID or free-text search and returns the matches.
Action
Find UserFinds Salesflare users by name, email, id or free-text search.
Action
Find WorkflowFinds workflows in Salesflare whose name matches the search text.
Action
Get opportunityReturns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields.
Action
List tagsReturns the tags in your Salesflare account, optionally filtered by name or ID.
Action
Update OpportunityUpdates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date.
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
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Questions
OnePageCRM and Salesflare, answered
What can start an automation from OnePageCRM?
Any of OnePageCRM's 9 triggers in the catalog, including Completed Next Action, New Call, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesflare when something happens in OnePageCRM?
Any of Salesflare's 11 actions, including Update Opportunity, Add Contact to Account, Add tag and Find Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesflare to OnePageCRM?
Yes. When something happens in Salesflare, your agent can act in OnePageCRM too. This page covers both directions: Salesflare's triggers and OnePageCRM's actions are listed here as well.
Do I have to build a connector for OnePageCRM or Salesflare?
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 OnePageCRM and Salesflare 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.