--- title: "Connect Peerdom and Salesmate - APIANT.ai" description: "When \"New Group\" fires in Peerdom, your agent runs \"Create Contact\" in Salesmate, or \"New De-Activated User\" in Salesmate to \"Update Project\" in Peerdom." canonical: "https://apiant.ai/connect/peerdom-to-salesmate" --- # Connect Peerdom and Salesmate When **New Group** fires in [Peerdom](https://apiant.ai/connections/peerdom), your agent runs **Create Contact** in [Salesmate](https://apiant.ai/connections/salesmate), or **New De-Activated User** in Salesmate to **Update Project** in Peerdom. Describe the whole flow and it is built, tested on every scenario and kept running. Peerdom **5** triggers Peerdom **25** 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 Peerdom 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 Peerdom and Salesmate can do together ### From Peerdom to Salesmate - When **New Group** in Peerdom then **Create Contact** in Salesmate - When **New Map** in Peerdom then **Update Contact** in Salesmate ### From Salesmate to Peerdom - When **New De-Activated User** in Salesmate then **Update Project** in Peerdom - When **New User** in Salesmate then **Add Goal** in Peerdom 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 Peerdom and Salesmate ## Triggers and actions 7 triggers · 35 actions - Trigger **New Group** Triggered when a new circle is created - Trigger **New Map** Triggers when a new map is created. - Trigger **New Peer** Triggers when a new peer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Role** Triggers when a new role is created. - Action **Add Goal** Create a goal on a role or circle. - Action **Assign Role to Peer** Assigns an existing role to a peer in Peerdom. - Action **Create Draft Map** Creates a new draft map in Peerdom (Drafts App must be activated). - Action **Create Peer** Creates a new peer in Peerdom. - Action **Create Role** Creates a new role in Peerdom. - Action **Delete Goal** Delete a goal by id. - Action **Delete Group** Delete a group by id. - Action **Delete Peer** Delete a peer by id. - Action **Delete Role** Delete a role by id from a live or draft map. - Action **Get Group** Get a single group by id. - Action **Get Peer** Get a single peer by id. - Action **Get Peer by E-Mail** Get Peer by a Given E-Mail. - Action **Get Project** Get a single project by id. - Action **Get Role** Get a single role by id from a live or draft map. - Action **List Groups** List all groups. - Action **List Maps** List all maps in the tenant. - Action **List Peers** List all peers in the tenant. - Action **List Projects** List all projects. - Action **List Roles** List all roles. - Action **Unassign Peer From Role** Unassign peer from a given role. - Action **Update Goal** Update a goal by id. - Action **Update Group** Updates an existing group (circle, bubble, pod, etc.) in Peerdom. - Action **Update Peer** Updates an existing peer in Peerdom. - Action **Update Project** Update a project by id. - Action **Update Role** Updates an existing role in Peerdom. - 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 - [ **Peerdom** Peerdom helps teams navigate change with smart org charts that boost collaboration and performance.](https://apiant.ai/connections/peerdom) - [ **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 Peerdom - [ **Peerdom to Blockscout** Blockchain explorer offering REST and JSON-RPC APIs for querying transactions, addresses, tokens, and smart...](https://apiant.ai/connect/peerdom-to-blockscout) - [ **Peerdom to EOSL** EOSL tracks hardware lifecycle milestones for IT equipment.](https://apiant.ai/connect/peerdom-to-eosl) - [ **Peerdom to Giphy** Giphy is the best way to search, share, and discover GIFs on the Internet.](https://apiant.ai/connect/peerdom-to-giphy) - [ **Peerdom to GPT-trainer** GPT-trainer allows you to train a no-code ChatGPT-like chatbot using your own data and embed it onto your...](https://apiant.ai/connect/peerdom-to-gpt-trainer) - [ **Peerdom to Meteorologisk Institutt** The Norwegian Meteorological Institute (MET Norway) publishes open weather and climate data through its...](https://apiant.ai/connect/peerdom-to-meteorologisk-institutt) - [ **Peerdom to Rev.ai** Rev.ai provides quality speech-text recognition via a RESTful API.](https://apiant.ai/connect/peerdom-to-rev-ai) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Peerdom and Salesmate, answered ### ### What can start an automation from Peerdom? Any of Peerdom's 5 triggers in the catalog, including New Group, New Map, New Peer and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesmate when something happens in Peerdom? 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 Peerdom? Yes. When something happens in Salesmate, your agent can act in Peerdom too. This page covers both directions: Salesmate's triggers and Peerdom's actions are listed here as well. ### ### Do I have to build a connector for Peerdom 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 Peerdom 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.