Integration
Connect RO App and Salesforce
When New Invoice Statuses fires in RO App, your agent runs Create object record in Salesforce, or New object record in Salesforce to Add Lead Comment in RO App. 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 RO App 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 RO App and Salesforce can do together
From RO App to Salesforce
When New Invoice Statuses in RO App
then Create object record in Salesforce
From Salesforce to RO App
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 RO App and Salesforce
Triggers and actions 14 triggers · 48 actions
- Ad Campaigns
Triggers when a new ad campaign is added in RO App.
- Cash Flow Items
Triggers when a new cash flow category (income or expense item) is added in RO App.
- Clients List
Triggers when a new client (person contact) is added in RO App.
- Employees List
Triggers when a new employee is added to the RO App company account.
- Lead Types
Triggers when a new inquiry (lead) type is added to your RO App account.
- List of Services
Triggers when a new service is added to the RO App service catalog.
- List of the Products
Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.
- Locations
Triggers when a new location is added to your RO App company.
- New Invoice Statuses
Triggers when a new invoice status is added to your RO App account.
- New Order Items
Triggers when a new item (product or service) is added to the selected order.
- New Taxes
Triggers when a new tax rate is added to the company in RO App.
- Order Statuses
Triggers when a new order status is added to your RO App account.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Lead Comment
Adds a comment to a lead (inquiry) in RO App.
- Add Order Comment
Adds a comment to an existing order in RO App, optionally marked private.
- Add Task Comment
Adds a comment to a task in RO App.
- Changing Order Status
Changes the status of an order, optionally with a comment.
- Create a Client
Creates a new client (person) in your RO App contacts.
- Create a Lead
Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.
- Create an Order
Creates a new order in RO App for a client at a chosen location.
- Create an Order Item
Adds a product or service line item to an existing order in RO App.
- Create an Order or Estimate
Creates a new estimate in RO App for a client at a location.
- Create a Payment
Records an income or expense payment in a cashbox in RO App.
- Create Asset
Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.
- Create Booking
Creates a new booking for a client at a location with an assigned employee and time slot.
- Create Product
Creates a new product in the RO App catalog.
- Create Service
Creates a new service in the RO App catalog.
- Create Task
Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Product
Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.
- Find Service
Finds services in the RO App catalog by name, barcode or category.
- Get Booking Items
Returns all the service items on a specific booking.
- Get Client by ID
Returns the details of a single client (person) by its ID.
- Get Estimate by ID
Returns the full details of a single estimate, including its custom field values.
- Get Lead by ID
Returns a single lead (inquiry) by its ID, including its custom fields.
- Get Order by Id
Returns the full details of a single order by its ID.
- Get Prices
Returns the list of price types (margins) configured for your company.
- Get Product by Id
Returns a single product from your RO App catalog by its ID, including its custom fields.
- Get Product Categories
Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.
- Get Service Categories
Returns the list of service categories in your RO App catalog, optionally under a parent category.
- Get Task
Returns a single task by its ID, including all of its details.
- Get UOMs (Inits of Measure)
Returns the list of product units of measure (UOMs) defined in the RO App account.
- Move Asset
Moves an asset to a different warehouse.
- Search for Assets
Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.
- Search Task
Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.
- Update an Order Item
Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.
- Update an Order or Estimate
Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.
- Update Client
Updates an existing client (person) in RO App contacts.
- Update Product
Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.
- 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
RO App and Salesforce, answered
What can start an automation from RO App?
Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in RO App?
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 RO App?
Yes. When something happens in Salesforce, your agent can act in RO App too. This page covers both directions: Salesforce's triggers and RO App's actions are listed here as well.
Do I have to build a connector for RO App 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 RO App 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.