Integration
Connect Pelcro and Salesforce
When Customer Created fires in Pelcro, your agent runs Create object record in Salesforce, or New object record in Salesforce to Create Customer in Pelcro. 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 Pelcro 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)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 Pelcro and Salesforce can do together
From Pelcro to Salesforce
When Customer Created in Pelcro
then Create object record in Salesforce
When Customer Updated in Pelcro
then Find most recent created or updated record in Salesforce
From Salesforce to Pelcro
When New object record in Salesforce
then Create Customer in Pelcro
When New or updated object record in Salesforce
then Update customer in Pelcro
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 Pelcro and Salesforce
Triggers and actions 7 triggers ยท 21 actions
Trigger
Customer CreatedTriggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.
Trigger
Customer UpdatedTriggers when a customer is updated in Pelcro.
Trigger
Newsletter CreatedTriggers when a new newsletter subscription is created in Pelcro.
Trigger
Newsletter UpdatedTriggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.
Trigger
Subscription CreatedTriggers when a new subscription is created in Pelcro.
Action
Add addressCreates a new shipping, billing or primary address for a Pelcro customer.
Action
Add couponCreates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.
Action
Create CustomerCreates a new customer on your Pelcro site.
Action
Create NewsletterCreates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.
Action
Create PlanCreates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.
Action
Create ProductCreates a product in your Pelcro site. Plans and their prices are added under a product.
Action
Create SubscriptionCreates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.
Action
Get couponReturns a single coupon by id, including its code, discount, duration, redemption count and expiration.
Action
Get newsletterReturns a single newsletter subscriber by id, including their email, name, lists and consent details.
Action
List newslettersReturns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.
Action
Update customerUpdates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.
Action
Update NewsletterUpdates an existing newsletter subscriber's email, signup source, name, lists and consent details.
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type โ useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates 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
More from Pelcro
Pelcro to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pelcro to StripeStripe is a payment processing platform for online businesses.
Pelcro to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pelcro to QuickBooks OnlineQuickBooks Online accounting โ manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pelcro to PipedrivePipedrive is a sales CRM and pipeline management tool.
Pelcro to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Salesforce
HubSpot to SalesforceHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to SalesforceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalesforceGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalesforceMailchimp marketing automation and email platform.
QuickBooks Online to SalesforceQuickBooks Online accounting โ manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
Pelcro and Salesforce, answered
What can start an automation from Pelcro?
Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Pelcro?
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 Pelcro?
Yes. When something happens in Salesforce, your agent can act in Pelcro too. This page covers both directions: Salesforce's triggers and Pelcro's actions are listed here as well.
Do I have to build a connector for Pelcro 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 Pelcro 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.