Integration
Connect Outlign and Salescaptain
When Milestone Created fires in Outlign, your agent runs Add Tag to Contact in Salescaptain, or New Contact in Salescaptain to Create Task in Outlign. 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 Outlign and Salescaptain 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 Outlign and Salescaptain can do together
From Outlign to Salescaptain
When Milestone Created in Outlign
then Add Tag to Contact in Salescaptain
When Milestone Updated in Outlign
then Create Contact in Salescaptain
From Salescaptain to Outlign
When New Contact in Salescaptain
then Create Task in Outlign
When New Contact in Salescaptain
then Update Task in Outlign
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 Outlign and Salescaptain
Triggers and actions 9 triggers · 36 actions
Trigger
Milestone CreatedTriggers when a new milestone is created.
Trigger
Milestone UpdatedTriggers when a milestone is updated.
Trigger
New ClientTriggers when a new client is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Section UpdatedTriggers when a section / phase is updated.
Trigger
Task CompletedTriggers when a task is marked as completed.
Trigger
Task Due Date UpdatedTriggers when a task's due date is updated.
Action
Create ClientCreates a new client.
Action
Create Milestonecreates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).
Action
Create ProjectCreates a new project from scratch.
Action
Create SectionCreates a new section / phase in a project.
Action
Create TaskCreates a new task in a project.
Action
Find ClientFinds a client by name.
Action
Find ProjectFinds a project by name within a specific client.
Action
Find SectionFinds sections / phases by title within a specific project.
Action
Find TaskFinds tasks by title within a specific section.
Action
Get MilestoneReturns a milestone with its title, due date, description, color and project.
Action
Update Milestoneupdates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.
Action
Update Sectionupdates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.
Action
Update Taskupdates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.
Trigger
New ContactTriggers when a contact is created in a company.
Action
Add Tag to ContactAssigns an existing tag to a contact.
Action
Create ContactCreates a contact in a company. Give a phone or an email.
Action
Create TagCreates a tag in a company.
Action
Delete ContactPermanently deletes a contact.
Action
Delete TagPermanently deletes a tag.
Action
Get AccountReturns one user account by its ID.
Action
Get Call AnalyticsReturns inbound and outbound call analytics per account for one or more companies.
Action
Get CompanyReturns one company by its ID.
Action
Get ContactReturns one contact by its ID.
Action
Get ConversationReturns one conversation by its ID.
Action
Get Conversation ProfileReturns one conversation profile by its ID.
Action
Get Custom FieldReturns one custom field definition by its ID.
Action
List AccountsReturns the user accounts in a company.
Action
List CompaniesReturns the companies the API token has access to.
Action
List ContactsReturns a page of contacts for a company, optionally filtered by a search term.
Action
List Conversation ProfilesReturns the conversation profiles (phone lines, inboxes) of a company.
Action
List ConversationsReturns a page of conversations for a company.
Action
List Custom FieldsReturns the contact custom field definitions of a company.
Action
List SMS TemplatesReturns the active SMS templates of a company, grouped by type.
Action
List TagsReturns the tags of a company.
Action
Remove Tag from ContactRemoves a tag from a contact.
Action
Send MessageSends an outbound message in a conversation.
Action
Update ContactUpdates a contact's name, phone or email.
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
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Questions
Outlign and Salescaptain, answered
What can start an automation from Outlign?
Any of Outlign's 8 triggers in the catalog, including Milestone Created, Milestone Updated, New Client and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salescaptain when something happens in Outlign?
Any of Salescaptain's 23 actions, including Create Contact, Create Tag, Send Message and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salescaptain to Outlign?
Yes. When something happens in Salescaptain, your agent can act in Outlign too. This page covers both directions: Salescaptain's triggers and Outlign's actions are listed here as well.
Do I have to build a connector for Outlign or Salescaptain?
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 Outlign and Salescaptain 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.