Integration
Connect Overloop.ai and Sally
When List Created fires in Overloop.ai, your agent runs Create Task in Sally, or New Recording in Sally to Add list in Overloop.ai. 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 Overloop.ai and Sally 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 Overloop.ai and Sally can do together
From Overloop.ai to Sally
When List Created in Overloop.ai
then Create Task in Sally
When New Exclusion List Item in Overloop.ai
then Update Task in Sally
From Sally to Overloop.ai
When New Recording in Sally
then Add list in Overloop.ai
When New Summary for Appointment Created in Sally
then Add Prospect to Campaign in Overloop.ai
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 Overloop.ai and Sally
Triggers and actions 5 triggers · 32 actions
Trigger
List CreatedTriggers when a new list is created in Overloop.ai.
Trigger
New Exclusion List ItemTriggers when a new email address or domain is added to your Overloop exclusion list.
Action
Add listCreates a new prospect or organization list in Overloop.
Action
Add Prospect to CampaignAdds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.
Action
Create OrganizationCreates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.
Action
Create ProspectCreates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.
Action
Delete listPermanently deletes a list in Overloop. Prospects that were in the list are kept.
Action
Delete organizationPermanently deletes an organization in Overloop.ai. This cannot be undone.
Action
Delete prospectPermanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.
Action
Enroll ProspectEnrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.
Action
Exclude ProspectExcludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.
Action
Get organizationReturns a single Overloop organization by its ID, including its standard details, lists and any custom field values.
Action
Get prospectReturns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.
Action
List automationsReturns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.
Action
List usersReturns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.
Action
Search ListReturns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.
Action
Search OrganizationReturns the organizations in Overloop.ai that match the name, website, email or other details you specify.
Action
Search ProspectReturns the prospects that match the email, name, job title, location or engagement status you specify.
Action
Update listRenames an existing Overloop list and returns the updated list.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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 Overloop.ai
Overloop.ai to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Overloop.ai to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Overloop.ai to StripeStripe is a payment processing platform for online businesses.
Overloop.ai to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Overloop.ai to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Overloop.ai to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Sally
HubSpot to SallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SallyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Overloop.ai and Sally, answered
What can start an automation from Overloop.ai?
Any of Overloop.ai's 2 triggers in the catalog, including List Created and New Exclusion List Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sally when something happens in Overloop.ai?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Overloop.ai?
Yes. When something happens in Sally, your agent can act in Overloop.ai too. This page covers both directions: Sally's triggers and Overloop.ai's actions are listed here as well.
Do I have to build a connector for Overloop.ai or Sally?
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 Overloop.ai and Sally 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.