--- title: "Connect PassEngine and Salesflare - APIANT.ai" description: "When \"New Client\" fires in PassEngine, your agent runs \"Add Contact to Account\" in Salesflare." canonical: "https://apiant.ai/connect/passengine-to-salesflare" --- # Connect PassEngine and Salesflare When **New Client** fires in [PassEngine](https://apiant.ai/connections/passengine), your agent runs **Add Contact to Account** in [Salesflare](https://apiant.ai/connections/salesflare), or **New Account** in Salesflare to **Send pass email** in PassEngine. Describe the whole flow and it is built, tested on every scenario and kept running. PassEngine **4** triggers PassEngine **11** actions Salesflare **1** trigger Salesflare **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PassEngine and Salesflare 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 PassEngine and Salesflare can do together ### From PassEngine to Salesflare - When **New Client** in PassEngine then **Add Contact to Account** in Salesflare - When **New Pass** in PassEngine then **Find Contact** in Salesflare ### From Salesflare to PassEngine - When **New Account** in Salesflare then **Send pass email** in PassEngine - When **New Account** in Salesflare then **Create Client** in PassEngine 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 PassEngine and Salesflare ## Triggers and actions 5 triggers · 22 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Pass** Triggers when a new pass is created in PassEngine. - Trigger **Pass Scanned** Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it. - Trigger **Pass Status Changed** Triggers when a pass status changes (active, used, expired, revoked). - Action **Activate Pass** Reactivates a pass, setting its status back to active and notifying wallet apps. - Action **Create Client** Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes. - Action **Create Pass** Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link. - Action **Get client** Returns a single client (customer) by ID, including their name, email, phone and notes. - Action **Get pass** Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL. - Action **List clients** Returns the clients in your PassEngine account, optionally filtered by name, email or phone. - Action **List passes** Returns the passes in your PassEngine account, optionally filtered by name/code text or status. - Action **Revoke Pass** Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change. - Action **Scan Pass** Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why. - Action **Send pass email** Emails an existing pass to a recipient. Returns the queued email delivery with its status. - Action **Update Pass** Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed. - Trigger **New Account** Triggers when a new account is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. ## Each app on its own - [ **PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connections/passengine) - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) Reviews ## What our customers say ## More from PassEngine - [ **PassEngine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/passengine-to-salesforce) - [ **PassEngine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/passengine-to-slack) - [ **PassEngine to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/passengine-to-stripe) - [ **PassEngine to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/passengine-to-shopify) - [ **PassEngine to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/passengine-to-quickbooks-online) - [ **PassEngine to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/passengine-to-pipedrive) ## More into Salesflare - [ **HubSpot to Salesflare** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesflare) - [ **Google Sheets to Salesflare** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesflare) - [ **Gmail to Salesflare** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesflare) - [ **Google Calendar to Salesflare** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesflare) - [ **Google Drive to Salesflare** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesflare) - [ **Mailchimp to Salesflare** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesflare) Questions ## PassEngine and Salesflare, answered ### ### What can start an automation from PassEngine? Any of PassEngine's 4 triggers in the catalog, including New Client, New Pass, Pass Status Changed and Pass Scanned. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesflare when something happens in PassEngine? 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 PassEngine? Yes. When something happens in Salesflare, your agent can act in PassEngine too. This page covers both directions: Salesflare's triggers and PassEngine's actions are listed here as well. ### ### Do I have to build a connector for PassEngine 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 PassEngine 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.