--- title: "Connect Order Sender and Salesmate - APIANT.ai" description: "When \"New Client\" fires in Order Sender, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/order-sender-to-salesmate" --- # Connect Order Sender and Salesmate When **New Client** fires in [Order Sender](https://apiant.ai/connections/order-sender), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Export Orders** in Order Sender. Describe the whole flow and it is built, tested on every scenario and kept running. Order Sender **3** triggers Order Sender **22** 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 Order Sender 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 Order Sender and Salesmate can do together ### From Order Sender to Salesmate - When **New Client** in Order Sender then **Create Contact** in Salesmate - When **New Order** in Order Sender then **Update Contact** in Salesmate ### From Salesmate to Order Sender - When **New De-Activated User** in Salesmate then **Export Orders** in Order Sender - When **New User** in Salesmate then **Export Clients** in Order Sender 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 Order Sender and Salesmate ## Triggers and actions 5 triggers · 32 actions - Trigger **New Client** Triggers when a new customer is added to your Order Sender Business account. - Trigger **New Order** Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days. - Trigger **New Product** Triggers when a new product is added to your Order Sender catalog. - Action **Delete Discount** Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category. - Action **Delete Payment Condition** Deletes a payment condition from Order Sender Business by its code. - Action **Delete Product** Deletes a product of a supplier by its product code. - Action **Delete Secondary Address** Deletes a customer's secondary address, identified by the customer code and the address name. - Action **Export Clients** Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents. - Action **Export Commissions** Returns the commission rules defined in Order Sender Business, optionally limited to one supplier. - Action **Export Discounts** Returns the discounts defined in Order Sender Business, optionally only those for one customer. - Action **Export Orders** Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers. - Action **Export Payment Conditions** Returns the payment conditions defined in Order Sender, optionally limited to one supplier. - Action **Export Price Lists** Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier. - Action **Export Products** Returns the products in your Order Sender account, optionally limited to one supplier. - Action **Export Secondary Addresses** Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer. - Action **Export Suppliers** Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings. - Action **Import Client** Creates or updates a customer in Order Sender Business, matched by its unique customer code. - Action **Import Client Payment Condition** Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier. - Action **Import Commission** Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business. - Action **Import Discount** Creates or updates a discount for a customer and supplier, optionally limited to a product or product category. - Action **Import Payment Condition** Creates or updates a payment condition in Order Sender by its code. - Action **Import Price List** Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry. - Action **Import Product** Creates or updates a product in the Order Sender catalog. - Action **Import Secondary Address** Creates or updates a secondary address (sede) for a customer in Order Sender Business. - Action **Import Supplier** Creates or updates a supplier in Order Sender Business, matched by its unique supplier code. - 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 - [ **Order Sender** Order Sender is a Mobile Sales tool for Order Collection, designed for Sales Networks and Sales Agents.](https://apiant.ai/connections/order-sender) - [ **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 Order Sender - [ **Order Sender to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-sender-to-salesforce) - [ **Order Sender to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-sender-to-slack) - [ **Order Sender to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-sender-to-stripe) - [ **Order Sender to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/order-sender-to-shopify) - [ **Order Sender to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/order-sender-to-quickbooks-online) - [ **Order Sender to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/order-sender-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](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 ## Order Sender and Salesmate, answered ### ### What can start an automation from Order Sender? Any of Order Sender's 3 triggers in the catalog, including New Client, New Order and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in Order Sender? 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 Order Sender? Yes. When something happens in Salesmate, your agent can act in Order Sender too. This page covers both directions: Salesmate's triggers and Order Sender's actions are listed here as well. ### ### Do I have to build a connector for Order Sender 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 Order Sender 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.