Integration
Connect RiskAdvisor and Salesmsg
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add Tag to Contact in Salesmsg, or Contact Updated in Salesmsg to Add Notes in RiskAdvisor. 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 RiskAdvisor and Salesmsg to do together?
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Claude Code
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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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 RiskAdvisor and Salesmsg can do together
From RiskAdvisor to Salesmsg
When Call-In Quote Submitted in RiskAdvisor
then Add Tag to Contact in Salesmsg
From Salesmsg to RiskAdvisor
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 RiskAdvisor and Salesmsg
Triggers and actions 15 triggers · 41 actions
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
- Contact Updated
Triggers when a contact in Salesmsg is created or updated.
- Missed Incoming Phone Call
Triggers when an incoming phone call to your Salesmsg number is missed.
- New Contact
Triggers when a new contact is created in Salesmsg.
- New Contact Opted-Out
Triggers when a contact in Salesmsg is opted out of text messaging.
- New or Updated Conversation
Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.
- New Phone Call Received
Triggers when a new incoming phone call is logged in Salesmsg call history.
- New Text Message Sent
Triggers when a text message is sent from your Salesmsg account.
- Tag Added to Contact
Triggers when the chosen tag is added to a contact.
- Add broadcast
Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.
- Add tag
Creates a new tag in your Salesmsg account that can then be applied to contacts.
- Add Tag to Contact
Adds an existing tag to a Salesmsg contact.
- Assign conversation
Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.
- Close conversation
Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.
- Create Note
Creates a note on a Salesmsg contact.
- Create or Update Contact
Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.
- Delete contact
Deletes a contact from your Salesmsg account.
- Delete note
Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.
- Find Contact
Finds contacts whose name, email or phone number matches a search term.
- Find Salesmsg Member
Searches the members of your Salesmsg organization by name or email and returns the matches.
- Get contact
Returns a Salesmsg contact by its id, including its tags, notes and custom field values.
- Get conversation
Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.
- List conversations
Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.
- List numbers
Returns the phone numbers in your Salesmsg account, optionally filtered by a search term or number IDs.
- List tags
Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.
- List teams
Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.
- Opt-in a contact
Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.
- Opt-Out a Contact
Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.
- Phone Number Lookup (PhoneCheckr)
Looks up a phone number and returns its formatted form, country, carrier and line type.
- Remove Tag From Contact
Removes a tag from a Salesmsg contact.
- Send a Group Text Message (SMS / MMS)
Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.
- Send a Text Message (SMS / MMS)
Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.
- Update contact custom field
Updates the value of one custom field on a Salesmsg contact and returns the updated contact.
- Update note
Updates the text of an existing note on a Salesmsg contact.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
RiskAdvisor and Salesmsg, answered
What can start an automation from RiskAdvisor?
Any of RiskAdvisor's 7 triggers in the catalog, including Call-In Quote Submitted, Custom QuoteForm Submitted, New Client and New Policy. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesmsg when something happens in RiskAdvisor?
Any of Salesmsg's 25 actions, including Create Note, Create or Update Contact, Send a Group Text Message (SMS / MMS) and Send a Text Message (SMS / MMS). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesmsg to RiskAdvisor?
Yes. When something happens in Salesmsg, your agent can act in RiskAdvisor too. This page covers both directions: Salesmsg's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Salesmsg?
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 RiskAdvisor and Salesmsg 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.