Integration
Connect Outline and Salesforce
When New Collection fires in Outline, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Document in Outline. 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 Outline 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)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 Outline and Salesforce can do together
From Outline to Salesforce
When New Collection in Outline
then Create object record in Salesforce
From Salesforce to Outline
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 Outline and Salesforce
Triggers and actions 5 triggers · 41 actions
- New Collection
Triggers when a new collection is created in Outline.
- New Comment
Triggers when a new comment is added in Outline, optionally on one document or collection.
- New Document
Triggers when a new document is published in Outline, optionally within one collection.
- Add group
Creates a new group in Outline that can be used to organize users and grant collection access.
- Add group member
Adds a user to a group in Outline, optionally as a group admin.
- Add share
Creates a share link for an Outline document or collection, returning the share's URL and settings.
- Archive Document
Archives an Outline document so it leaves the active collection.
- Create Collection
Creates a collection in Outline to group documents.
- Create Document
Creates a document in an Outline collection and returns its ID and link.
- Delete Collection
Deletes an Outline collection and all of its documents.
- Delete comment
Deletes a comment, including all of its replies when it is a top-level comment.
- Delete Document
Deletes an Outline document, moving it to trash or removing it permanently.
- Delete group
Deletes a group. Its members lose access to any collections the group had been added to.
- Duplicate document
Duplicates an existing document, optionally with its child documents, into the same or another collection.
- Find documents by title
Returns documents whose titles match the search keywords you provide.
- Get Collection
Returns an Outline collection's name, description and link.
- Get comment
Returns a single comment on an Outline document, including its author, document and resolution status.
- Get Document
Returns an Outline document with its title and Markdown text.
- Get group
Returns a group's details, including its name, description and member count.
- Get User
Returns an Outline user's name, email and role.
- Invite users
Invites one or more people to join the Outline workspace by email, with a chosen role for each.
- List Collections
Lists the collections in the Outline workspace.
- List comments
Returns comments in your Outline workspace, optionally limited to one document or collection.
- List Documents
Lists Outline documents, most recently updated first, optionally within one collection.
- List groups
Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
- List revisions
Returns the revision history of an Outline document, newest snapshots with who created them and when.
- List Users
Lists users in the Outline workspace, optionally filtered by name or email.
- Move document
Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
- Restore document
Restores an archived or deleted document, optionally to a previous revision or into a different collection.
- Search Documents
Searches Outline documents by keyword and returns matching documents with a context snippet.
- Update Collection
Updates an Outline collection's name, description or color.
- Update comment
Updates the body of an existing comment on an Outline document.
- Update Document
Updates the title or text of an Outline document.
- Update group
Updates an existing group's name, icon or color in Outline.
- Update user
Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates 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
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Questions
Outline and Salesforce, answered
What can start an automation from Outline?
Any of Outline's 3 triggers in the catalog, including New Collection, New Comment and New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Outline?
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 Outline?
Yes. When something happens in Salesforce, your agent can act in Outline too. This page covers both directions: Salesforce's triggers and Outline's actions are listed here as well.
Do I have to build a connector for Outline 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 Outline and Salesforce 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.