--- title: "Connect Salesflare to Red Spot Interactive - APIANT.ai" description: "When \"New Account\" fires in Salesflare, your agent runs \"Add appointment\" in Red Spot Interactive." canonical: "https://apiant.ai/connect/salesflare-to-red-spot-interactive" --- # Connect Salesflare to Red Spot Interactive When **New Account** fires in [Salesflare](https://apiant.ai/connections/salesflare), your agent runs **Add appointment** in [Red Spot Interactive](https://apiant.ai/connections/red-spot-interactive). Describe the whole flow and it is built, tested on every scenario and kept running. Salesflare **2** triggers Salesflare **22** actions Red Spot Interactive **9** 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 Red Spot Interactive 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 Red Spot Interactive - When **New Account** in Salesflare then **Add appointment** in Red Spot Interactive - When **New Task** in Salesflare then **Get appointment** in Red Spot Interactive 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 Red Spot Interactive ## Triggers and actions 2 triggers · 31 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 appointment** Books an open appointment slot for a patient at the practice and returns the new appointment's id. - Action **Add patient** Creates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment. - Action **Find patients** Returns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide. - Action **Find slots** Returns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify. - Action **Get appointment** Returns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found. - Action **List locations** Returns all of the practice's active locations shown for online scheduling, with their names and addresses. - Action **List procedures** Returns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name. - Action **List providers** Returns the practice's active providers shown for online scheduling, optionally only those practicing at one location. - Action **List visit types** Returns all of the practice's visit types, such as new patient or established patient. ## 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) - [ **Red Spot Interactive** Red Spot Interactive optimizes the marketing and patient acquisition for medical practices by generating...](https://apiant.ai/connections/red-spot-interactive) 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 Red Spot Interactive - [ **HubSpot to Red Spot Interactive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-red-spot-interactive) - [ **Salesforce to Red Spot Interactive** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-red-spot-interactive) - [ **Slack to Red Spot Interactive** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-red-spot-interactive) - [ **Google Sheets to Red Spot Interactive** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-red-spot-interactive) - [ **Gmail to Red Spot Interactive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-red-spot-interactive) - [ **Google Calendar to Red Spot Interactive** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-red-spot-interactive) Questions ## Salesflare and Red Spot Interactive, 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 Red Spot Interactive when something happens in Salesflare? Any of Red Spot Interactive's 9 actions, including Add appointment, Add patient, Find patients and Find slots. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Red Spot Interactive to Salesflare? Red Spot Interactive has no triggers in the catalog today, so automations start in Salesflare. If you need the other direction, ask: your agent reads Red Spot Interactive's API documentation and adds it. ### ### Do I have to build a connector for Salesflare or Red Spot Interactive? 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 Red Spot Interactive 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.