--- title: "Connect Salesflare to Fax.Plus - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Get account\" in Fax.Plus." canonical: "https://apiant.ai/connect/salesflare-to-fax-plus" --- # Connect Salesflare to Fax.Plus When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Get account** in [Fax.Plus](https://apiant.ai/connections/fax-plus). Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **2** triggers Salesflare **22** actions Fax.Plus **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesflare and Fax.Plus 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 Salesflare can start in Fax.Plus - When **New Account** in Salesflare then **Get account** in Fax.Plus - When **New Task** in Salesflare then **Add contact** in Fax.Plus 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 Salesflare and Fax.Plus ## Triggers and actions 2 triggers · 35 actions - Trigger **New Account** Triggers when a new account is created in Salesflare. - Trigger **New Task** Triggers when a new task is created in Salesflare. - Action **Add Contact to Account** Links an existing contact to a Salesflare account. - Action **Add tag** Creates a new tag in Salesflare that can be applied to contacts, accounts and opportunities. - Action **Add User to Account** Adds a Salesflare user (team member) to an account's team. - Action **Create Call** Logs a call in Salesflare with the given contacts as participants. - Action **Create Opportunity** Creates an opportunity (deal) on a Salesflare account and returns its id. - Action **Create Task** Creates a task in Salesflare, optionally linked to an account, with a due date and assigned users. - Action **Delete contact** Deletes a contact from Salesflare. - Action **Delete opportunity** Deletes an opportunity in Salesflare. - Action **Delete task** Deletes a task in Salesflare. - Action **Find Account** Finds Salesflare accounts (companies) matching a search term, name, domain or other filters, and returns the matching accounts. - Action **Find Contact** Finds contacts in Salesflare matching an email, name, phone number, domain or free-text search, plus optional filters. - Action **Find Person** Finds Salesflare persons by name, email, ID or free-text search and returns the matches. - Action **Find User** Finds Salesflare users by name, email, id or free-text search. - Action **Find Workflow** Finds workflows in Salesflare whose name matches the search text. - Action **Get opportunity** Returns the full details of one Salesflare opportunity, including its stage, owner, account, value and custom fields. - Action **List tags** Returns the tags in your Salesflare account, optionally filtered by name or ID. - Action **Remove Contact From Workflow** Removes (exits) a contact from a Salesflare workflow so it receives no further workflow steps. - Action **Update Contact** Updates an existing Salesflare contact's name, email, phone numbers, addresses, positions, tags, owner, linked account and custom fields. Fields left blank are not changed. - Action **Update internal note** Updates the text, mentions or date of an existing internal note on a Salesflare account. - Action **Update meeting** Updates an existing meeting in Salesflare: its subject, time, notes, type or participants. For meetings synced from a calendar, only the notes can be changed. - Action **Update Opportunity** Updates an existing opportunity in Salesflare, such as its name, stage, value, owner or close date. - Action **Update task** Updates an existing Salesflare task's description, due date, linked account, assignees or completion status. - Action **Add contact** Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups. - Action **Delete contact** Deletes a contact from your Fax.Plus address book. - Action **Delete fax** Deletes a received or sent fax record from a Fax.Plus account by its ID. - Action **Delete outbox fax** Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox. - Action **Get account** Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account. - Action **Get outbox fax** Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings. - Action **List contacts** Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs. - Action **List faxes** Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count. - Action **List numbers** Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings. - Action **List outbox faxes** Returns the faxes in an account's outbox that have not been sent yet. - Action **Send a Fax** Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient. - Action **Update contact** Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values. - Action **Update fax** Updates a received or sent fax record's comment or shared note, or marks it as read or unread. ## Each app on its own - [ **Salesflare** Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.](https://apiant.ai/connections/salesflare) - [ **Fax.Plus** Fax.Plus is a secure and reliable online fax service that enables enterprises and small to mid-size...](https://apiant.ai/connections/fax-plus) Reviews ## What our customers say ## More from Salesflare - [ **Salesflare to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesflare-to-salesforce) - [ **Salesflare to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesflare-to-slack) - [ **Salesflare to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesflare-to-stripe) - [ **Salesflare to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesflare-to-shopify) - [ **Salesflare to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesflare-to-trello) - [ **Salesflare to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/salesflare-to-zoom) ## More into Fax.Plus - [ **HubSpot to Fax.Plus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fax-plus) - [ **Salesforce to Fax.Plus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fax-plus) - [ **Slack to Fax.Plus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fax-plus) - [ **Google Sheets to Fax.Plus** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fax-plus) - [ **Gmail to Fax.Plus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fax-plus) - [ **Google Calendar to Fax.Plus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fax-plus) Questions ## Salesflare and Fax.Plus, answered ### ### What can start an automation from Salesflare? Any of Salesflare's 2 triggers in the catalog, including New Account and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fax.Plus when something happens in Salesflare? Any of Fax.Plus's 13 actions, including Send a Fax, Update contact, Update fax and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fax.Plus to Salesflare? Fax.Plus has no triggers in the catalog today, so automations start in Salesflare. If you need the other direction, ask: your agent reads Fax.Plus's API documentation and adds it. ### ### Do I have to build a connector for Salesflare or Fax.Plus? 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 Salesflare and Fax.Plus 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.