Integration
Connect Reply and Salesforce
When New Email Opened fires in Reply, your agent runs Create object record in Salesforce, or New object record in Salesforce to Add contact list in Reply. 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 Reply and Salesforce to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Reply and Salesforce can do together
From Reply to Salesforce
When New Email Opened in Reply
then Create object record in Salesforce
From Salesforce to Reply
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 Reply and Salesforce
Triggers and actions 9 triggers · 25 actions
- Inbox Category Set for Reply
Triggers when an email reply in Reply is given an inbox category, automatically or by a user.
- New Email Opened
Triggers when a contact opens a tracked email sent from Reply.
- New Emails Sent
Triggers when Reply sends an email from a sequence step.
- New Link Clicked
Triggers when a recipient clicks a tracked link in an email sent from Reply.
- New Person Bounce
Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.
- New Person Opt Out
Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).
- Prospect Finished
Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.
- Add contact list
Creates a new contact list in Reply, optionally shared with your team.
- Add note to contact
Adds a note to a contact's timeline in Reply.
- Add sequence
Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.
- Create\Update Person
Creates a Reply contact, or updates the existing contact with the same email address.
- Delete contact
Deletes a contact from your Reply account.
- Find contacts by criteria
Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.
- Get contact
Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.
- Get sequence
Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.
- List contact lists
Returns the contact lists you own plus those shared with your team, optionally filtered by name.
- List contacts
Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.
- List inbox categories
Returns the inbox categories you can file conversations under.
- List Sequence Contacts
Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.
- List sequences
Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.
- Mark as Finished
Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.
- Remove Person From Campaign
Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.
- Send Test Webhook Event
Sends a test event from an existing Reply webhook subscription to its configured URL.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates 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.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates 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
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Questions
Reply and Salesforce, answered
What can start an automation from Reply?
Any of Reply's 7 triggers in the catalog, including New Email Opened, New Emails Sent, New Link Clicked and New Person Bounce. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Reply?
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 Reply?
Yes. When something happens in Salesforce, your agent can act in Reply too. This page covers both directions: Salesforce's triggers and Reply's actions are listed here as well.
Do I have to build a connector for Reply 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.
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.