--- title: "Connect PassEngine and Salesmate - APIANT.ai" description: "When \"New Client\" fires in PassEngine, your agent runs \"Create Contact\" in Salesmate." canonical: "https://apiant.ai/connect/passengine-to-salesmate" --- # Connect PassEngine and Salesmate When **New Client** fires in [PassEngine](https://apiant.ai/connections/passengine), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate 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 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 PassEngine 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 PassEngine and Salesmate can do together ### From PassEngine to Salesmate - When **New Client** in PassEngine then **Create Contact** in Salesmate - When **New Pass** in PassEngine then **Update Contact** in Salesmate ### From Salesmate to PassEngine - When **New De-Activated User** in Salesmate then **Send pass email** in PassEngine - When **New User** in Salesmate 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 Salesmate ## Triggers and actions 6 triggers · 21 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 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 - [ **PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connections/passengine) - [ **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 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 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 ## PassEngine and Salesmate, 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 Salesmate when something happens in PassEngine? 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 PassEngine? Yes. When something happens in Salesmate, your agent can act in PassEngine too. This page covers both directions: Salesmate's triggers and PassEngine's actions are listed here as well. ### ### Do I have to build a connector for PassEngine 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 PassEngine 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.